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Q3 2026 13F filing
Updated 8 days ago21 disclosed positions worth $26.5M
Portfolio value
$26.5M
Total holdings
21
New positions
1
Closed positions
69
Increased
4
Decreased
15
Turnover
333.3%
Filed
2026-10-28
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EHANG HLDGS LTD | $14.5M | 3.42M | 54.63% | Added(+608159.9%) |
| 2 | ? N/A HANCOCK JOHN PFD INCOME FD I | $3.2M | 237.4K | 12.09% | Trimmed(-3.3%) |
| 3 | C CLEVELAND-CLIFFS INC NEW | $1.1M | 102.7K | 4.28% | Added(+1.3%) |
| 4 | A ADVANCED MICRO DEVICES INC | $899K | 1.5K | 3.40% | Trimmed(-22.2%) |
| 5 | P PHILIP MORRIS INTL INC | $778K | 4.1K | 2.94% | Unchanged |
| 6 | S SCHWAB STRATEGIC TR | $706K | 21.7K | 2.67% | Added(+5.8%) |
| 7 | C CATERPILLAR INC | $677K | 835 | 2.56% | Trimmed(-2.9%) |
| 8 | T THREDUP INC | $634K | 299.0K | 2.40% | Added(+111471.3%) |
| 9 | E ISHARES TR | $492K | 6.8K | 1.86% | Trimmed(-5.7%) |
| 10 | N NIKE INC | $463K | 13.1K | 1.75% | Added(+28.4%) |
| 11 | T VANGUARD INDEX FDS | $360K | 1.1K | 1.36% | Trimmed(-1.9%) |
| 12 | M MICROSOFT CORP | $359K | 700 | 1.36% | Trimmed(-71.0%) |
| 13 | V VANGUARD INDEX FDS | $336K | 1.5K | 1.27% | Trimmed(-6.0%) |
| 14 | T TESLA INC | $308K | 867 | 1.16% | Trimmed(-34.4%) |
| 15 | S SCHWAB STRATEGIC TR | $291K | 8.1K | 1.10% | Trimmed(-4.4%) |
| 16 | N NIO INC | $281K | 81.9K | 1.06% | Added(+18722.3%) |
| 17 | M MONDELEZ INTL INC | $253K | 4.4K | 0.95% | Trimmed(-2.3%) |
| 18 | V VANGUARD INDEX FDS | $246K | 2.7K | 0.93% | Trimmed(-6.0%) |
| 19 | C CISCO SYS INC | $222K | 2.1K | 0.84% | Trimmed(-16.2%) |
| 20 | V VANGUARD INDEX FDS | $216K | 999 | 0.82% | Trimmed(-9.6%) |
| 21 | ? N/A MARA HOLDINGS INC | $155K | 13.7K | 0.59% | — |