Back to Maloon Powers Pitre Higgins & Dennehy, LLC

Maloon Powers Pitre Higgins & Dennehy, LLC

Q2 2026 13F filing

Updated 27 days ago

147 disclosed positions worth $291M

Portfolio value
$291M
Total holdings
147
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$36.8M
Shares
127.3K
% Port
12.66%
S

SELECT SECTOR SPDR TR

Value
$19.5M
Shares
102.1K
% Port
6.69%
B
3.BX

VANGUARD SPECIALIZED FUNDS

Value
$18.3M
Shares
77.5K
% Port
6.30%
V

VANGUARD INSTL INDEX FD

Value
$14.3M
Shares
189.2K
% Port
4.92%
E

ISHARES TR

Value
$10.7M
Shares
86.5K
% Port
3.69%
M
6.MDY

SPDR SERIES TRUST

Value
$10.1M
Shares
35.5K
% Port
3.47%
V

VANGUARD WHITEHALL FDS

Value
$8.2M
Shares
51.9K
% Port
2.82%
O

ORACLE CORP

Value
$7.8M
Shares
53.4K
% Port
2.69%
E

ISHARES TR

Value
$7.7M
Shares
31.7K
% Port
2.64%
S
10.SPY

STATE STR SPDR S&P 500 ETF T

Value
$6.7M
Shares
9.0K
% Port
2.32%
M
11.MSFT

MICROSOFT CORP

Value
$6.7M
Shares
18.0K
% Port
2.31%
M
12.META

META PLATFORMS INC

Value
$6.2M
Shares
11.0K
% Port
2.13%
S

SELECT SECTOR SPDR TR

Value
$5.4M
Shares
119.5K
% Port
1.86%
E
14.ETHA

ISHARES TR

Value
$4.9M
Shares
47.5K
% Port
1.70%
V
15.VGES

VANGUARD TAX-MANAGED FDS

Value
$4.8M
Shares
67.8K
% Port
1.66%
C
16.COST

COSTCO WHOLESALE CORPORATION

Value
$4.4M
Shares
4.7K
% Port
1.50%
V
17.VGES

VANGUARD INDEX FDS

Value
$3.9M
Shares
17.9K
% Port
1.34%
B
18.BCAL

CALIFORNIA BANCORP

Value
$3.6M
Shares
170.4K
% Port
1.22%
V
19.VGES

VANGUARD INDEX FDS

Value
$3.5M
Shares
5.1K
% Port
1.21%
E
20.ETHA

ISHARES TR

Value
$3.2M
Shares
20.7K
% Port
1.11%
A
21.AMZN

AMAZON COM INC

Value
$3.1M
Shares
13.0K
% Port
1.07%
N
22.NVDA

NVIDIA CORPORATION

Value
$3.1M
Shares
15.5K
% Port
1.06%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.1M
Shares
6.1K
% Port
1.06%
E
24.ETHA

ISHARES TR

Value
$3.1M
Shares
39.7K
% Port
1.05%
T
25.TSLA

TESLA INC

Value
$2.7M
Shares
6.4K
% Port
0.93%
C
26.CVX

CHEVRON CORPORATION

Value
$2.7M
Shares
16.2K
% Port
0.92%
C
27.CSCO

CISCO SYS INC

Value
$2.7M
Shares
22.6K
% Port
0.91%
P
28.PWR

QUANTA SVCS INC

Value
$2.3M
Shares
3.2K
% Port
0.80%
V
29.V

VISA INC

Value
$2.3M
Shares
6.7K
% Port
0.79%
D
30.DIA

STATE STR SPDR DOW JONES IND

Value
$2.2M
Shares
4.1K
% Port
0.74%
J
31.JNJ

JOHNSON & JOHNSON

Value
$2.1M
Shares
8.2K
% Port
0.72%
A
32.APP

AT&T INC

Value
$2M
Shares
96.4K
% Port
0.69%
J

JPMORGAN CHASE & CO

Value
$1.9M
Shares
5.9K
% Port
0.66%
E
34.ETHA

ISHARES TR

Value
$1.8M
Shares
7.2K
% Port
0.63%
W

WELLS FARGO & CO

Value
$1.7M
Shares
20.9K
% Port
0.59%
E
36.ETHA

ISHARES TR

Value
$1.7M
Shares
4.6K
% Port
0.58%
V
37.VGES

VANGUARD INDEX FDS

Value
$1.7M
Shares
21.0K
% Port
0.58%
V
38.VGES

VANGUARD INDEX FDS

Value
$1.6M
Shares
19.0K
% Port
0.56%
E
39.ETHA

ISHARES TR

Value
$1.6M
Shares
27.5K
% Port
0.54%
N
40.NI

VANECK ETF TRUST

Value
$1.6M
Shares
13.6K
% Port
0.54%
A
41.AMAT

APPLIED MATLS INC

Value
$1.6M
Shares
2.1K
% Port
0.53%
E
42.ETHA

ISHARES TR

Value
$1.5M
Shares
10.4K
% Port
0.53%
V
43.VGES

VANGUARD WORLD FD

Value
$1.5M
Shares
12.5K
% Port
0.51%
B

BANK OF AMER CORP

Value
$1.4M
Shares
25.3K
% Port
0.50%
E
45.ETHA

ISHARES TR

Value
$1.4M
Shares
9.8K
% Port
0.49%
E
46.ETHA

ISHARES TR

Value
$1.4M
Shares
18.2K
% Port
0.48%
V
47.VZ

VERIZON COMMUNICATIONS INC

Value
$1.3M
Shares
29.8K
% Port
0.43%
E
48.ETHA

ISHARES INC

Value
$1.3M
Shares
12.2K
% Port
0.43%
E
49.ETHA

ISHARES TR

Value
$1.2M
Shares
5.0K
% Port
0.42%
?
50.N/A

VANGUARD INSTL INDEX FD

Value
$1.1M
Shares
15.1K
% Port
0.39%