Q2 2026 13F filing
Updated 58 days ago283 disclosed positions worth $366.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $17.9M | 61.8K | 4.88% | Added(+0.6%) |
| 2 | N NVDA NVIDIA CORPORATION | $16.9M | 84.6K | 4.62% | Added(+0.9%) |
| 3 | M MSFT MICROSOFT CORP | $13.6M | 36.4K | 3.71% | Trimmed(-1.6%) |
| 4 | A AVGO BROADCOM INC | $12.4M | 32.7K | 3.37% | Added(+1.0%) |
| 5 | ? N/A WISDOMTREE TR | $11.2M | 242.2K | 3.05% | Added(+4.9%) |
| 6 | G GOOGN ALPHABET INC | $9.5M | 26.6K | 2.60% | Trimmed(-0.3%) |
| 7 | ? N/A ISHARES TR | $7.1M | 138.5K | 1.93% | Added(+19.3%) |
| 8 | P PG PROCTER & GAMBLE CO | $6.9M | 47.0K | 1.88% | Trimmed(-0.3%) |
| 9 | J JPM-PM JPMORGAN CHASE & CO | $6.6M | 20.1K | 1.80% | Added(+1.2%) |
| 10 | J JNJ JOHNSON & JOHNSON | $6.4M | 25.4K | 1.76% | Added(+0.9%) |
| 11 | A AMZN AMAZON COM INC | $6.2M | 26.2K | 1.70% | Trimmed(-0.2%) |
| 12 | ? N/A ISHARES TR | $5.8M | 108.5K | 1.58% | Added(+4.0%) |
| 13 | A ABBV ABBVIE INC | $5.7M | 22.7K | 1.56% | Added(+2.1%) |
| 14 | E ETHA ISHARES TR | $5.4M | 54.1K | 1.46% | Trimmed(-1.5%) |
| 15 | A ADI ANALOG DEVICES INC | $5.3M | 13.3K | 1.44% | Added(+1.2%) |
| 16 | K KO COCA COLA CO | $4.7M | 58.3K | 1.29% | Added(+1.6%) |
| 17 | G GOOGN ALPHABET INC | $4.5M | 12.8K | 1.24% | Added(+0.9%) |
| 18 | O ORCL-PD ORACLE CORP | $4.3M | 29.5K | 1.18% | Added(+2.4%) |
| 19 | V V VISA INC | $3.7M | 10.8K | 1.01% | Trimmed(-3.3%) |
| 20 | H HD HOME DEPOT INC | $3.4M | 9.7K | 0.94% | Trimmed(-4.6%) |
| 21 | ? N/A WISDOMTREE TR | $3.4M | 78.8K | 0.93% | Added(+6.6%) |
| 22 | X XOM EXXON MOBIL CORP | $3.3M | 24.1K | 0.90% | Trimmed(-0.6%) |
| 23 | M META META PLATFORMS INC | $3.3M | 5.8K | 0.89% | Trimmed(-14.2%) |
| 24 | S SPY STATE STR SPDR S&P 500 ETF T | $3.1M | 4.2K | 0.85% | Added(+2.8%) |
| 25 | L LIN LINDE PLC | $3.1M | 5.9K | 0.83% | Added(+1.2%) |
| 26 | E ETHA ISHARES TR | $3M | 4.0K | 0.82% | Added(+3.4%) |
| 27 | U UNH UNITEDHEALTH GROUP INC | $2.9M | 7.0K | 0.80% | Added(+6.4%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.5K | 0.75% | Trimmed(-0.3%) |
| 29 | I IBEX IBEX LTD | $2.7M | 90.3K | 0.75% | Unchanged |
| 30 | L LLY ELI LILLY & CO | $2.7M | 2.2K | 0.73% | Added(+0.2%) |
| 31 | ? N/A ONEMAIN HLDGS INC | $2.6M | 43.2K | 0.72% | Trimmed(-0.5%) |
| 32 | M MCD MCDONALDS CORP | $2.6M | 9.6K | 0.71% | Trimmed(-5.7%) |
| 33 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2.6M | 5.4K | 0.70% | Trimmed(-0.4%) |
| 34 | T TSLA TESLA INC | $2.6M | 6.1K | 0.70% | Added(+2.9%) |
| 35 | B BSTZ BLACKROCK INC | $2.5M | 2.6K | 0.69% | Trimmed(-0.6%) |
| 36 | U UNP UNION PAC CORP | $2.5M | 9.2K | 0.68% | Added(+1.7%) |
| 37 | C CVX CHEVRON CORPORATION | $2.5M | 14.9K | 0.68% | Added(+0.0%) |
| 38 | C CSX CSX CORP | $2.4M | 50.3K | 0.65% | Added(+0.3%) |
| 39 | ? N/A WISDOMTREE TR | $2.2M | 43.9K | 0.60% | Added(+89.5%) |
| 40 | M MU MICRON TECHNOLOGY INC | $2.2M | 1.9K | 0.60% | Added(+17.8%) |
| 41 | P PLDGP PROLOGIS INC. | $2.2M | 16.0K | 0.59% | Added(+1.7%) |
| 42 | ? N/A WISDOMTREE TR | $2.1M | 25.6K | 0.59% | Added(+6.4%) |
| 43 | B BTCW WISDOMTREE TR | $2.1M | 21.6K | 0.56% | Added(+500.5%) |
| 44 | V VGES VANGUARD INDEX FDS | $2M | 5.5K | 0.55% | Trimmed(-6.2%) |
| 45 | C CAT CATERPILLAR INC | $2M | 1.9K | 0.55% | Added(+2.8%) |
| 46 | A ABT ABBOTT LABORATORIES | $1.9M | 21.4K | 0.53% | Trimmed(-8.1%) |
| 47 | B BX VANGUARD SPECIALIZED FUNDS | $1.9M | 8.0K | 0.52% | Trimmed(-0.6%) |
| 48 | ? N/A SPDR SERIES TRUST | $1.9M | 56.0K | 0.51% | Trimmed(-36.3%) |
| 49 | A ADP AUTOMATIC DATA PROCESSING IN | $1.8M | 8.2K | 0.50% | Trimmed(-0.4%) |
| 50 | C CB CHUBB LIMITED | $1.8M | 5.4K | 0.50% | Added(+1.5%) |