Q2 2026 13F filing
Updated 27 days ago4,887 disclosed positions worth $2.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA Corp | $45.4M | 227.1K | 2.21% | Added(+8586.3%) |
| 2 | E ETHA iShares S&P 100 ETF | $39.1M | 106.8K | 1.90% | Added(+502.0%) |
| 3 | M MSFT Microsoft Corp | $32.5M | 87.0K | 1.58% | Added(+2097.0%) |
| 4 | G GOOGN Alphabet Inc | $28.3M | 80.1K | 1.38% | Added(+5031.0%) |
| 5 | L LLY Eli Lilly & Co | $25.7M | 21.4K | 1.25% | Added(+32371.2%) |
| 6 | A AMZN Amazon.com Inc | $25.7M | 107.8K | 1.25% | Added(+3085.9%) |
| 7 | N NVDA NVIDIA Corp | $22M | 110.1K | 1.07% | Added(+4108.7%) |
| 8 | V VKQ Voyager Technologies Inc | $17.9M | 554.4K | 0.87% | Trimmed(-35.3%) |
| 9 | E ETHA iShares Core S&P 500 ETF | $17.8M | 23.8K | 0.87% | Trimmed(-0.5%) |
| 10 | P PCAR PACCAR Inc | $17.6M | 146.5K | 0.86% | Added(+0.0%) |
| 11 | ? N/A Engine NO. 1 Transform 500 ETF | $16.5M | 187.0K | 0.80% | Unchanged |
| 12 | L LFUS Littelfuse Inc | $15.6M | 34.2K | 0.76% | Added(+23799.3%) |
| 13 | A AAPL Apple Inc | $15.5M | 53.7K | 0.76% | Added(+3052.5%) |
| 14 | G GGG Graco Inc | $14.8M | 195.4K | 0.72% | Added(+187770.2%) |
| 15 | V VGES Vanguard Information Technology ETF | $14M | 116.8K | 0.68% | Added(+36982.2%) |
| 16 | J JPM-PM JPMorgan Chase & Co | $13.9M | 42.3K | 0.68% | Added(+1345.2%) |
| 17 | B BLK iShares MSCI ACWI ETF | $13.5M | 86.2K | 0.66% | Added(+5633.0%) |
| 18 | V V Visa Inc | $13.2M | 38.5K | 0.64% | Added(+2523.8%) |
| 19 | N NVDA NVIDIA Corp | $13M | 65.1K | 0.63% | Added(+2390.4%) |
| 20 | N NVT nVent Electric PLC | $13M | 76.7K | 0.63% | Added(+95803.8%) |
| 21 | M MSFT Microsoft Corp | $12.6M | 33.8K | 0.61% | Added(+752.3%) |
| 22 | E ECL Ecolab Inc | $12.3M | 44.1K | 0.60% | Added(+10925.3%) |
| 23 | T TTC Toro Co/The | $12.1M | 123.8K | 0.59% | Added(+33189.5%) |
| 24 | U UNH UnitedHealth Group INC | $12M | 28.9K | 0.58% | Added(+2888800.0%) |
| 25 | F FAST Fastenal Co | $11.9M | 247.7K | 0.58% | Added(+7639.9%) |
| 26 | A AAPL Apple Inc | $11.4M | 39.4K | 0.56% | Added(+2216.0%) |
| 27 | A AAPL Apple Inc | $11.3M | 39.1K | 0.55% | Added(+2194.9%) |
| 28 | L LNT Alliant Energy Corp | $11.3M | 148.1K | 0.55% | Added(+411152.8%) |
| 29 | V VGES Vanguard Total Stock Market ETF | $10.7M | 29.0K | 0.52% | Added(+261.3%) |
| 30 | T TSMWF Taiwan Semiconductor Manufacturing Co Ltd | $10.3M | 21.6K | 0.50% | Added(+3589.9%) |
| 31 | S SPY State Street SPDR S&P 500 ETF Trust | $9.9M | 13.3K | 0.48% | Added(+70.8%) |
| 32 | S SPY State Street SPDR S&P 500 ETF Trust | $9.8M | 13.1K | 0.48% | Added(+67.9%) |
| 33 | E ETHA iShares Core S&P 500 ETF | $9.7M | 13.0K | 0.47% | Trimmed(-45.7%) |
| 34 | M MSI Motorola Solutions Inc | $9.5M | 22.8K | 0.46% | Added(+30731.1%) |
| 35 | T TECH Bio-Techne Corp | $9.3M | 132.2K | 0.45% | Added(+157236.9%) |
| 36 | G GOOGN Alphabet Inc | $9.3M | 26.1K | 0.45% | Added(+1347.6%) |
| 37 | V VGES Vanguard S&P 500 ETF | $9.1M | 13.2K | 0.44% | Added(+0.2%) |
| 38 | H HD Home Depot Inc/The | $9.1M | 25.7K | 0.44% | Added(+2520.2%) |
| 39 | E ENTG Entegris Inc | $8.7M | 48.3K | 0.42% | Added(+689514.3%) |
| 40 | E ETHA iShares Russell 1000 Growth ETF | $8.5M | 68.8K | 0.42% | Added(+1387.3%) |
| 41 | G GOOGN Alphabet Inc | $8.2M | 22.9K | 0.40% | Added(+1172.4%) |
| 42 | R ROK Rockwell Automation Inc | $8.2M | 16.5K | 0.40% | Added(+12137.0%) |
| 43 | G GOOGN Alphabet Inc | $8M | 22.7K | 0.39% | Added(+1354.3%) |
| 44 | A AVGO CH Robinson Worldwide Inc | $8M | 42.6K | 0.39% | Added(+8011.4%) |
| 45 | W WEC Wec Energy Group Inc | $8M | 68.5K | 0.39% | Added(+8913.4%) |
| 46 | A AMZN Amazon.com Inc | $7.9M | 33.0K | 0.38% | Added(+876.2%) |
| 47 | M MSFT Microsoft Corp | $7.8M | 20.8K | 0.38% | Added(+426.3%) |
| 48 | J JNJ Johnson & Johnson | $7.7M | 30.4K | 0.38% | Added(+1001.7%) |
| 49 | E ETHA iShares Core S&P 500 ETF | $7.7M | 10.3K | 0.38% | Trimmed(-57.0%) |
| 50 | V VGES Vanguard Large-Cap ETF | $7.7M | 22.3K | 0.37% | Added(+1.9%) |