Q2 2026 13F filing
Updated 37 days ago284 disclosed positions worth $521.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A Berkshire Hathaway Inc A | $211.9M | 283 | 40.62% | Trimmed(-2.4%) |
| 2 | V VGES Vanguard 500 ETF | $30.7M | 44.8K | 5.89% | Unchanged |
| 3 | B BE Bloom Energy Corp Class A | $19.9M | 65.6K | 3.81% | Trimmed(-7.8%) |
| 4 | G GOOGN Alphabet Inc | $12.5M | 35.2K | 2.39% | Trimmed(-4.9%) |
| 5 | E ETHA Ishares Msci Eafe Etf | $12M | 115.6K | 2.30% | Unchanged |
| 6 | G GLD Spdr Gold Tr Gold Shs | $11.2M | 30.5K | 2.15% | Trimmed(-2.7%) |
| 7 | M MSFT Microsoft Corp | $8.8M | 23.6K | 1.68% | Trimmed(-1.3%) |
| 8 | B BRK-A Berkshire Hathaway Inc B | $8.7M | 17.4K | 1.67% | Trimmed(-17.9%) |
| 9 | S STT-PG Technology Select Sector SPDR ETF | $8.1M | 42.5K | 1.55% | Added(+0.7%) |
| 10 | N NVDA NVIDIA Corp | $7.7M | 38.5K | 1.48% | Added(+2.9%) |
| 11 | A AMZN Amazon.Com Inc | $7.6M | 31.9K | 1.46% | Trimmed(-3.6%) |
| 12 | S STT-PG Industrial Select SPDR ETF | $7.5M | 40.5K | 1.44% | Added(+0.6%) |
| 13 | E ETHA iShares Russell 2000 | $7.3M | 24.4K | 1.41% | Unchanged |
| 14 | ? N/A QXO Inc | $6.9M | 401.5K | 1.33% | Added(+3.0%) |
| 15 | S SLV iShares Silver Trust | $6.3M | 118.2K | 1.21% | Added(+0.3%) |
| 16 | J JPM-PM Jpmorgan Chase & Co | $5.9M | 18.1K | 1.13% | Trimmed(-3.2%) |
| 17 | A AAPL Apple Inc | $5.9M | 20.2K | 1.12% | Trimmed(-17.8%) |
| 18 | A AVGO Broadcom Inc | $5.7M | 15.2K | 1.10% | Trimmed(-6.2%) |
| 19 | V V Visa Inc Com Cl A | $5.6M | 16.3K | 1.07% | Trimmed(-3.0%) |
| 20 | S STT-PG Select Sector Spdr Trust Shs Ben Int Energy | $5.3M | 99.1K | 1.01% | Added(+1.1%) |
| 21 | E ETHA iShares Core US Aggregate Bond | $4.8M | 48.7K | 0.92% | Unchanged |
| 22 | G GOOGN Alphabet Inc | $4.6M | 12.7K | 0.87% | Trimmed(-8.0%) |
| 23 | A AMD Advanced Micro Devices Inc | $4.4M | 7.6K | 0.85% | Trimmed(-20.0%) |
| 24 | S STT-PG Utilities Select Sector SPDR ETF | $3.7M | 81.1K | 0.70% | Added(+1.4%) |
| 25 | S STT-PG Communication Services Sel Sect SPDR ETF | $3.5M | 32.7K | 0.67% | Added(+0.9%) |
| 26 | S STT-PG Select Sector Spdr Trust The Health Care Select Se | $3.2M | 20.2K | 0.62% | Added(+5.7%) |
| 27 | D DHR Danaher Corp | $3M | 15.9K | 0.58% | Trimmed(-1.2%) |
| 28 | C CEG CONSTELLATION ENERGY ORD | $3M | 12.1K | 0.58% | Added(+61.2%) |
| 29 | S STT-PG Materials Select Sector SPDR ETF | $2.8M | 55.3K | 0.54% | Added(+0.7%) |
| 30 | P PWR Quanta Services Inc | $2.5M | 3.5K | 0.48% | Unchanged |
| 31 | E ETHA Ishares Msci Emerging Markets Etf | $2.4M | 34.5K | 0.45% | Unchanged |
| 32 | ? N/A iShares US Real Estate ETF | $2.3M | 22.4K | 0.44% | Added(+2.5%) |
| 33 | E ETN Eaton Corp PLC | $2.2M | 5.2K | 0.42% | Unchanged |
| 34 | B BX Blackstone Group Lp | $2.1M | 18.1K | 0.41% | Added(+5.5%) |
| 35 | W WM Waste Management Inc | $2M | 9.2K | 0.39% | Trimmed(-5.2%) |
| 36 | U UBER Uber Technologies Inc | $2M | 27.0K | 0.37% | Added(+1.2%) |
| 37 | J JNJ Johnson & Johnson | $1.8M | 7.1K | 0.34% | Unchanged |
| 38 | G GLW Corning Inc | $1.8M | 7.0K | 0.34% | Unchanged |
| 39 | F FIS Fidelity Technology ETF | $1.7M | 6.0K | 0.33% | Trimmed(-2.4%) |
| 40 | E ETHA iShares Nasdaq Biotechnology | $1.7M | 8.7K | 0.32% | Trimmed(-12.6%) |
| 41 | D DMLP Dorchester Minerals LP | $1.6M | 64.9K | 0.31% | Trimmed(-2.7%) |
| 42 | N NEE-PS NextEra Energy Inc | $1.6M | 18.4K | 0.31% | Unchanged |
| 43 | L LOW Lowe s Companies Inc | $1.6M | 7.2K | 0.30% | Unchanged |
| 44 | Q QNT Quantinuum Inc. CL A COM | $1.5M | 18.7K | 0.29% | — |
| 45 | F FAST Fastenal Co | $1.5M | 31.1K | 0.29% | Unchanged |
| 46 | T TSLA Tesla Motors Inc | $1.5M | 3.5K | 0.28% | Trimmed(-0.1%) |
| 47 | M MS-PP Morgan Stanley | $1.4M | 6.7K | 0.27% | Unchanged |
| 48 | ? N/A Iberdrola SA | $1.3M | 53.0K | 0.25% | Unchanged |
| 49 | H HBANP Huntington Bancshares Inc | $1.2M | 70.1K | 0.24% | Unchanged |
| 50 | G GBTC Grayscale Bitcoin Trust (BTC) | $1.2M | 27.2K | 0.24% | Unchanged |