Q2 2026 13F filing
Updated 32 days ago961 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $123.7M | 427.5K | 4.81% | — |
| 2 | N NVDA NVIDIA CORPORATION | $112M | 559.6K | 4.35% | — |
| 3 | T TPL TEXAS PACIFIC LAND CORPORATI | $75.5M | 172.4K | 2.93% | — |
| 4 | M MSFT MICROSOFT CORP | $74.7M | 200.2K | 2.90% | — |
| 5 | A AMZN AMAZON COM INC | $55.1M | 231.0K | 2.14% | — |
| 6 | G GOOGN ALPHABET INC | $54M | 151.0K | 2.10% | — |
| 7 | J JPM-PM JPMORGAN CHASE & CO | $40.4M | 123.5K | 1.57% | — |
| 8 | A AVGO BROADCOM INC | $35.9M | 95.0K | 1.40% | — |
| 9 | J JNJ JOHNSON & JOHNSON | $30.6M | 120.4K | 1.19% | — |
| 10 | W WMT WALMART INC | $28.9M | 255.4K | 1.12% | — |
| 11 | M MU MICRON TECHNOLOGY INC | $27.8M | 24.1K | 1.08% | — |
| 12 | L LLY ELI LILLY & CO | $27.4M | 22.8K | 1.07% | — |
| 13 | A AMD ADVANCED MICRO DEVICES INC | $26.6M | 45.8K | 1.04% | — |
| 14 | V V VISA INC | $26.5M | 77.4K | 1.03% | — |
| 15 | X XOM EXXON MOBIL CORP | $25.1M | 183.8K | 0.98% | — |
| 16 | G GOOGN ALPHABET INC | $22.7M | 64.3K | 0.88% | — |
| 17 | S SPY STATE STR SPDR S&P 500 ETF T | $21.3M | 28.5K | 0.83% | — |
| 18 | I IBM INTERNATIONAL BUSINESS MACHS | $21.2M | 75.2K | 0.82% | — |
| 19 | M META META PLATFORMS INC | $21.1M | 37.4K | 0.82% | — |
| 20 | R RTX RTX CORPORATION | $20.9M | 110.1K | 0.81% | — |
| 21 | E ETN EATON CORP PLC | $20.7M | 48.5K | 0.80% | — |
| 22 | T TJX TJX COS INC NEW | $20.6M | 135.8K | 0.80% | — |
| 23 | L LB LANDBRIDGE COMPANY LLC | $19.9M | 251.7K | 0.78% | — |
| 24 | Q QQQ INVESCO QQQ TR | $19.6M | 26.6K | 0.76% | — |
| 25 | T TSLA TESLA INC | $19.4M | 46.0K | 0.75% | — |
| 26 | U URI UNITED RENTALS INC | $18.3M | 16.2K | 0.71% | — |
| 27 | A ABBV ABBVIE INC | $17.8M | 70.7K | 0.69% | — |
| 28 | C CAT CATERPILLAR INC | $17.3M | 16.3K | 0.67% | — |
| 29 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $17.2M | 36.1K | 0.67% | — |
| 30 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $17.1M | 34.1K | 0.66% | — |
| 31 | N NEE-PS NEXTERA ENERGY INC | $16.4M | 187.2K | 0.64% | — |
| 32 | P PG PROCTER & GAMBLE CO | $15.8M | 107.9K | 0.61% | — |
| 33 | C CVX CHEVRON CORPORATION | $15.6M | 94.1K | 0.61% | — |
| 34 | E ETHA ISHARES TR | $15.3M | 20.5K | 0.60% | — |
| 35 | F FBTC WILLIAMS COS INC | $15M | 201.6K | 0.58% | — |
| 36 | P PNC PNC FINL SVCS GROUP INC | $14.7M | 59.7K | 0.57% | — |
| 37 | E EPDU ENTERPRISE PRODS PARTNERS L | $14.6M | 398.1K | 0.57% | — |
| 38 | P PBT PERMIAN BASIN RTY TR | $14.3M | 570.2K | 0.56% | — |
| 39 | E EMR EMERSON ELEC CO | $14.1M | 98.7K | 0.55% | — |
| 40 | H HD HOME DEPOT INC | $14M | 39.6K | 0.54% | — |
| 41 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $13.8M | 303.8K | 0.54% | — |
| 42 | P PEP PEPSICO INC | $13.8M | 101.7K | 0.54% | — |
| 43 | W WM WASTE MGMT INC DEL | $13.3M | 59.7K | 0.52% | — |
| 44 | Q QGEN QIAGEN NV | $13.3M | 339.5K | 0.52% | — |
| 45 | ? N/A RBB FD INC | $12.8M | 256.4K | 0.50% | — |
| 46 | M MRK MERCK & CO INC | $12.2M | 94.7K | 0.47% | — |
| 47 | S SOFI SOFI TECHNOLOGIES INC | $12.1M | 676.6K | 0.47% | — |
| 48 | G GLW CORNING INC | $11.2M | 43.8K | 0.44% | — |
| 49 | P PLTR PALANTIR TECHNOLOGIES INC | $11.1M | 94.9K | 0.43% | — |
| 50 | B BX VANGUARD SPECIALIZED FUNDS | $11M | 46.7K | 0.43% | — |