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Q3 2026 13F filing
Updated 7 days ago33 disclosed positions worth $165.5M
Portfolio value
$165.5M
Total holdings
33
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-29
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $15.8M | 69.3K | 9.57% | — |
| 2 | L LAM RESEARCH CORP | $13.4M | 40.8K | 8.10% | — |
| 3 | P PALANTIR TECHNOLOGIES INC | $11.8M | 63.0K | 7.12% | — |
| 4 | A APPLE INC | $10.3M | 30.8K | 6.20% | — |
| 5 | J JPMORGAN CHASE & CO | $9.4M | 28.3K | 5.67% | — |
| 6 | M MICROSOFT CORP | $8.9M | 17.4K | 5.39% | — |
| 7 | J JOHNSON & JOHNSON | $8.7M | 32.9K | 5.26% | — |
| 8 | C COSTCO WHOLESALE CORPORATION | $8.3M | 9.1K | 5.02% | — |
| 9 | O OREILLY AUTOMOTIVE INC | $8.2M | 96.5K | 4.98% | — |
| 10 | T TESLA INC | $7.4M | 20.8K | 4.45% | — |
| 11 | G SPDR GOLD TR | $6.3M | 16.5K | 3.79% | — |
| 12 | E ISHARES TR | $6.2M | 143.6K | 3.72% | — |
| 13 | T TJX COS INC NEW | $5.3M | 39.8K | 3.18% | — |
| 14 | V VERTIV HOLDINGS CO | $5M | 20.6K | 3.00% | — |
| 15 | V VISTRA CORP | $5M | 35.8K | 2.99% | — |
| 16 | L ELI LILLY & CO | $4.7M | 4.1K | 2.85% | — |
| 17 | A AXON ENTERPRISE INC | $4.5M | 10.5K | 2.69% | — |
| 18 | H HOME DEPOT INC | $3.2M | 11.2K | 1.93% | — |
| 19 | S SCHWAB STRATEGIC TR | $3.1M | 95.8K | 1.89% | — |
| 20 | S STATE STR SPDR S&P 500 ETF T | $3M | 4.0K | 1.84% | — |
| 21 | S SPROUTS FMRS MKT INC | $2.9M | 44.1K | 1.77% | — |
| 22 | M MCKESSON CORP | $2M | 2.4K | 1.23% | — |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $1.9M | 3.8K | 1.15% | — |
| 24 | E ISHARES TR | $1.6M | 15.4K | 0.97% | — |
| 25 | P PHILIP MORRIS INTL INC | $1.4M | 7.4K | 0.86% | — |
| 26 | C CATERPILLAR INC | $1.3M | 1.6K | 0.76% | — |
| 27 | F WILLIAMS COS INC | $1.3M | 18.4K | 0.76% | — |
| 28 | J J P MORGAN EXCHANGE TRADED F | $1.2M | 24.4K | 0.74% | — |
| 29 | S SPDR SERIES TRUST | $1.2M | 38.5K | 0.72% | — |
| 30 | W WILLIAMS SONOMA INC | $952K | 4.2K | 0.58% | — |
| 31 | C CHEVRON CORPORATION | $735K | 3.6K | 0.44% | — |
| 32 | K COCA COLA CO | $344K | 4.0K | 0.21% | — |
| 33 | F EA SERIES TRUST | $287K | 4.1K | 0.17% | — |