Q3 2026 13F filing
Updated 8 days ago671 disclosed positions worth $732.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $31.7M | 95.1K | 4.32% | Added(+140.1%) |
| 2 | ? N/A H FINK HOLDCO LLC | $25.5M | 1 | 3.48% | Unchanged |
| 3 | N NVIDIA CORPORATION | $25.4M | 111.2K | 3.47% | Added(+188.6%) |
| 4 | M MICROSOFT CORP | $23.3M | 45.5K | 3.18% | Added(+212.1%) |
| 5 | A APPLE INC | $18.8M | 56.5K | 2.57% | Added(+42.8%) |
| 6 | A AMAZON COM INC | $16.7M | 67.1K | 2.28% | Added(+349.8%) |
| 7 | G ALPHABET INC | $13M | 38.2K | 1.78% | Added(+237.7%) |
| 8 | ? N/A TITEWAD HOLDING COMPANY LLC | $12.1M | 83 | 1.66% | Trimmed(-1.2%) |
| 9 | W WINTRUST FINL CORP | $10.2M | 71.9K | 1.39% | Added(+24.6%) |
| 10 | A ABBVIE INC | $10.2M | 39.0K | 1.39% | Added(+150.5%) |
| 11 | G ALPHABET INC | $9.7M | 28.3K | 1.33% | Added(+220.7%) |
| 12 | M MICROSOFT CORP | $9.1M | 17.7K | 1.24% | Added(+21.4%) |
| 13 | N NVIDIA CORPORATION | $8.9M | 38.9K | 1.21% | Added(+0.9%) |
| 14 | ? N/A LFI CAPITAL ACCOUNT | $8.8M | 100 | 1.20% | Unchanged |
| 15 | J JPMORGAN CHASE & CO | $8.5M | 25.8K | 1.17% | Added(+136.3%) |
| 16 | X EXXONMOBIL HOLDINGS CORP | $8.4M | 51.7K | 1.15% | — |
| 17 | W WINTRUST FINL CORP | $8M | 56.6K | 1.09% | Trimmed(-2.0%) |
| 18 | L LAM RESEARCH CORP | $7.6M | 23.3K | 1.04% | Added(+513.6%) |
| 19 | L ELI LILLY & CO | $7M | 6.1K | 0.96% | Added(+233.2%) |
| 20 | V VISA INC | $6.6M | 18.5K | 0.91% | Added(+380.2%) |
| 21 | G ALPHABET INC | $6.4M | 18.8K | 0.87% | Added(+65.9%) |
| 22 | C CHEVRON CORPORATION | $6.1M | 29.9K | 0.83% | Added(+396.1%) |
| 23 | A BROADCOM INC | $5.7M | 16.1K | 0.77% | Added(+144.7%) |
| 24 | C CISCO SYS INC | $5.4M | 50.2K | 0.74% | Added(+714.8%) |
| 25 | A AMERICAN EXPRESS CO | $5.3M | 17.6K | 0.73% | Added(+484.8%) |
| 26 | M MCKESSON CORP | $5.3M | 6.2K | 0.72% | Added(+791.3%) |
| 27 | G ALPHABET INC | $5.2M | 15.2K | 0.72% | Added(+72.9%) |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $5.1M | 10.3K | 0.70% | Added(+398.7%) |
| 29 | B BANK OF AMER CORP | $4.9M | 90.9K | 0.68% | Added(+334.8%) |
| 30 | J JPMORGAN CHASE & CO | $4.7M | 14.2K | 0.64% | Added(+30.3%) |
| 31 | J JOHNSON & JOHNSON | $4.7M | 17.6K | 0.64% | Added(+171.3%) |
| 32 | M MERCK & CO INC | $4.6M | 31.5K | 0.62% | Added(+320.0%) |
| 33 | A AMAZON COM INC | $4.4M | 17.8K | 0.60% | Added(+19.3%) |
| 34 | A ABBVIE INC | $4.4M | 16.7K | 0.60% | Added(+7.6%) |
| 35 | R SHELL PLC | $4.3M | 44.9K | 0.58% | Added(+624.3%) |
| 36 | W WALMART INC | $4.2M | 40.8K | 0.58% | Added(+563.3%) |
| 37 | C CHUBB LIMITED | $4.1M | 12.8K | 0.57% | Added(+996.5%) |
| 38 | C CITIGROUP INC | $4.1M | 31.4K | 0.55% | Added(+756.8%) |
| 39 | M MICRON TECHNOLOGY INC | $4M | 3.8K | 0.55% | Added(+166.1%) |
| 40 | O ORACLE CORP | $3.9M | 28.6K | 0.54% | Added(+540.4%) |
| 41 | M META PLATFORMS INC | $3.8M | 5.3K | 0.52% | Added(+98.5%) |
| 42 | P PHILIP MORRIS INTL INC | $3.6M | 18.8K | 0.49% | Added(+700.7%) |
| 43 | ? N/A J & D INVESTORS | $3.6M | 0 | 0.49% | Exited |
| 44 | I INTEL CORP | $3.3M | 27.5K | 0.45% | Added(+826.6%) |
| 45 | U UNION PAC CORP | $3.1M | 11.6K | 0.43% | Added(+437.2%) |
| 46 | C COSTCO WHOLESALE CORPORATION | $3.1M | 3.4K | 0.43% | Added(+65.4%) |
| 47 | E EMERSON ELEC CO | $3M | 19.5K | 0.41% | Added(+1441.9%) |
| 48 | V VERIZON COMMUNICATIONS INC | $2.9M | 63.6K | 0.40% | Added(+623.0%) |
| 49 | D DEXCOM INC | $2.9M | 33.4K | 0.39% | Added(+860.0%) |
| 50 | N NEWMONT CORP | $2.8M | 24.7K | 0.39% | Added(+977.8%) |