Back to FELL CAPITAL MANAGEMENT /ADV

FELL CAPITAL MANAGEMENT /ADV

Q2 2026 13F filing

Updated 48 days ago

96 disclosed positions worth $118.7M

Portfolio value
$118.7M
Total holdings
96
New positions
7
Closed positions
2
Increased
17
Decreased
36
Turnover
9.4%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+5.8%
Value
$6M
Shares
27.2K
% Port
5.07%
A

APPLE INC

-2.7%
Value
$6M
Shares
20.8K
% Port
5.06%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

-2.6%
Value
$5.9M
Shares
8.0K
% Port
5.00%
E

ISHARES TR

+4.2%
Value
$5.8M
Shares
14.7K
% Port
4.88%
G

ALPHABET INC

-5.0%
Value
$5M
Shares
14.1K
% Port
4.19%
S

SPDR SERIES TRUST

+11.7%
Value
$4.5M
Shares
29.7K
% Port
3.81%
?
7.N/A

FIDELITY MERRIMACK STR TR

+181.3%
Value
$3.9M
Shares
86.0K
% Port
3.29%
S

SPDR SERIES TRUST

+6.2%
Value
$3M
Shares
27.5K
% Port
2.53%
S

SPDR SERIES TRUST

+13.4%
Value
$2.8M
Shares
45.4K
% Port
2.33%
?
10.N/A

VANGUARD WORLD FD

Unchanged
Value
$2.6M
Shares
11.5K
% Port
2.22%
V
11.VGES

VANGUARD INDEX FDS

+299.5%
Value
$2.6M
Shares
32.1K
% Port
2.18%
A
12.AMZN

AMAZON COM INC

-0.9%
Value
$2.5M
Shares
10.5K
% Port
2.10%
V
13.VGES

VANGUARD INTL EQUITY INDEX F

+0.4%
Value
$2.3M
Shares
39.2K
% Port
1.97%
S

SPDR SERIES TRUST

+5.2%
Value
$2.2M
Shares
18.7K
% Port
1.87%
M
15.MSFT

MICROSOFT CORP

-12.4%
Value
$2.2M
Shares
5.9K
% Port
1.85%
S

SPDR SERIES TRUST

+3.3%
Value
$2.1M
Shares
17.2K
% Port
1.73%
G
17.GLD

SPDR GOLD TR

-4.8%
Value
$1.9M
Shares
5.1K
% Port
1.59%
G

GOLDMAN SACHS GROUP INC

-4.2%
Value
$1.9M
Shares
1.8K
% Port
1.57%
?
19.N/A

ISHARES TR

-2.9%
Value
$1.9M
Shares
61.0K
% Port
1.57%
J

JPMORGAN CHASE & CO

-4.0%
Value
$1.8M
Shares
5.4K
% Port
1.49%
G

ALPHABET INC

-1.0%
Value
$1.8M
Shares
4.9K
% Port
1.48%
N
22.NVDA

NVIDIA CORPORATION

-0.6%
Value
$1.7M
Shares
8.5K
% Port
1.44%
?
23.N/A

ISHARES TR

-2.1%
Value
$1.6M
Shares
20.3K
% Port
1.37%
X
24.XOM

EXXON MOBIL CORP

-1.4%
Value
$1.5M
Shares
11.0K
% Port
1.26%
E
25.ETHA

ISHARES TR

Unchanged
Value
$1.5M
Shares
19.2K
% Port
1.25%
Q
26.QQQ

INVESCO QQQ TR

Unchanged
Value
$1.5M
Shares
2.0K
% Port
1.23%
A
27.AMGN

AMGEN INC

-0.6%
Value
$1.5M
Shares
4.0K
% Port
1.23%
B

BERKSHIRE HATHAWAY INC DEL

-2.4%
Value
$1.3M
Shares
2.7K
% Port
1.13%
S

SELECT SECTOR SPDR TR

Unchanged
Value
$1.3M
Shares
8.3K
% Port
1.11%
C
30.CVX

CHEVRON CORPORATION

Unchanged
Value
$1.3M
Shares
7.9K
% Port
1.11%
S

SPDR SERIES TRUST

+6.0%
Value
$1.3M
Shares
19.2K
% Port
1.09%
J
32.JNJ

JOHNSON & JOHNSON

-0.6%
Value
$1.1M
Shares
4.4K
% Port
0.95%
H
33.HD

HOME DEPOT INC

Unchanged
Value
$1M
Shares
3.0K
% Port
0.88%
B
34.BLK

ISHARES TR

Unchanged
Value
$976K
Shares
8.9K
% Port
0.82%
E

KINDER MORGAN INC DEL

Unchanged
Value
$972K
Shares
30.4K
% Port
0.82%
S

SPDR SERIES TRUST

-0.4%
Value
$961K
Shares
6.1K
% Port
0.81%
C
37.CSCO

CISCO SYS INC

-2.4%
Value
$958K
Shares
8.2K
% Port
0.81%
G
38.GE

GE AEROSPACE

Unchanged
Value
$906K
Shares
2.4K
% Port
0.76%
F
39.FDX

FEDEX CORP

Unchanged
Value
$894K
Shares
2.9K
% Port
0.75%
F
40.FCX

FREEPORT MCMORAN INC

-0.7%
Value
$891K
Shares
14.2K
% Port
0.75%
M
41.MCK

MCKESSON CORP

-2.1%
Value
$876K
Shares
1.2K
% Port
0.74%
E
42.ETHA

ISHARES TR

Unchanged
Value
$855K
Shares
2.8K
% Port
0.72%
V
43.VZ

VERIZON COMMUNICATIONS INC

-3.8%
Value
$855K
Shares
20.2K
% Port
0.72%
S
44.SBUX

STARBUCKS CORP

-4.5%
Value
$851K
Shares
8.3K
% Port
0.72%
?
45.N/A

GLOBAL X FDS

+2.1%
Value
$838K
Shares
12.8K
% Port
0.71%
B
46.BTZ

BLACKROCK CR ALLOCATION

-1.2%
Value
$819K
Shares
80.2K
% Port
0.69%
V
47.V

VISA INC

Unchanged
Value
$785K
Shares
2.3K
% Port
0.66%
O

ORACLE CORP

-1.4%
Value
$753K
Shares
5.1K
% Port
0.63%
A
49.AXP

AMERICAN EXPRESS CO

Unchanged
Value
$741K
Shares
2.2K
% Port
0.62%
?
50.N/A

RBB FD INC

Unchanged
Value
$740K
Shares
14.8K
% Port
0.62%