Q2 2026 13F filing
Updated 30 days ago258 disclosed positions worth $419.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LNN LINDSAY CORP | $47.5M | 0 | 11.32% | — |
| 2 | N NVDA NVIDIA CORPORATION | $34M | 0 | 8.09% | — |
| 3 | G GLD SPDR GOLD TR | $15.2M | 0 | 3.63% | — |
| 4 | A AAPL APPLE INC | $12.2M | 0 | 2.92% | — |
| 5 | A AMZN AMAZON COM INC | $11.4M | 0 | 2.72% | — |
| 6 | H HODL VANECK ETF TRUST | $10.3M | 0 | 2.47% | — |
| 7 | C COF-PN CAPITAL GROUP INTERNATIONAL | $8.6M | 0 | 2.06% | — |
| 8 | I IAU ISHARES GOLD TR | $8.5M | 0 | 2.03% | — |
| 9 | G GOOGN ALPHABET INC | $6.9M | 0 | 1.65% | — |
| 10 | F FPF FIRST TR EXCHANGE-TRADED FD | $6.6M | 0 | 1.57% | — |
| 11 | V VGES VANGUARD WORLD FD | $6.6M | 0 | 1.57% | — |
| 12 | ? N/A INNOVATOR ETFS TRUST | $6.1M | 0 | 1.45% | — |
| 13 | M MSFT MICROSOFT CORP | $5.9M | 0 | 1.41% | — |
| 14 | T TSLA TESLA INC | $4.8M | 0 | 1.14% | — |
| 15 | A AVGO BROADCOM INC | $4.8M | 0 | 1.14% | — |
| 16 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.8M | 0 | 1.14% | — |
| 17 | V VGES VANGUARD INDEX FDS | $4.6M | 0 | 1.10% | — |
| 18 | S SPY STATE STR SPDR S&P 500 ETF T | $4.6M | 0 | 1.09% | — |
| 19 | V V VISA INC | $4M | 0 | 0.95% | — |
| 20 | S SHOP SHOPIFY INC | $3.8M | 0 | 0.90% | — |
| 21 | F FPF FIRST TR EXCHANGE TRADED FD | $3.7M | 0 | 0.89% | — |
| 22 | A AMD ADVANCED MICRO DEVICES INC | $3.5M | 0 | 0.84% | — |
| 23 | T TYG TORTOISE ENERGY INFRSTRCTR C | $3.4M | 0 | 0.80% | — |
| 24 | G GOOGN ALPHABET INC | $3.3M | 0 | 0.79% | — |
| 25 | ? N/A INNOVATOR ETFS TRUST | $3.3M | 0 | 0.79% | — |
| 26 | ? N/A FIDELITY COVINGTON TRUST | $3.3M | 0 | 0.79% | — |
| 27 | V VGES VANGUARD TAX-MANAGED FDS | $3.3M | 0 | 0.78% | — |
| 28 | C CSQ CALAMOS STRATEGIC TOTAL RETU | $3.2M | 0 | 0.76% | — |
| 29 | B BUI BLACKROCK UTILS INFRASTRUCTU | $3.1M | 0 | 0.74% | — |
| 30 | K KR KROGER CO | $3.1M | 0 | 0.73% | — |
| 31 | P PANW PALO ALTO NETWORKS INC | $3M | 0 | 0.71% | — |
| 32 | M META META PLATFORMS INC | $3M | 0 | 0.71% | — |
| 33 | ? N/A INNOVATOR ETFS TRUST | $2.9M | 0 | 0.70% | — |
| 34 | J JPM-PM JPMORGAN CHASE & CO | $2.9M | 0 | 0.68% | — |
| 35 | L LLY ELI LILLY & CO | $2.7M | 0 | 0.65% | — |
| 36 | E ETHA ISHARES TR | $2.6M | 0 | 0.62% | — |
| 37 | C CSCO CISCO SYS INC | $2.6M | 0 | 0.61% | — |
| 38 | E EQBK EQUITY BANCSHARES INC | $2.5M | 0 | 0.59% | — |
| 39 | C CASY CASEYS GEN STORES INC | $2.5M | 0 | 0.59% | — |
| 40 | S STT-PG SPDR SERIES TRUST | $2.4M | 0 | 0.57% | — |
| 41 | A APH AMPHENOL CORP | $2.2M | 0 | 0.53% | — |
| 42 | N NEE-PS NEXTERA ENERGY INC | $2.2M | 0 | 0.53% | — |
| 43 | S SGOL ETFS GOLD TR | $2.1M | 0 | 0.50% | — |
| 44 | E ETHA ISHARES TR | $2M | 0 | 0.48% | — |
| 45 | H HD HOME DEPOT INC | $1.9M | 0 | 0.46% | — |
| 46 | A ANET ARISTA NETWORKS INC | $1.9M | 0 | 0.45% | — |
| 47 | O OKE PGIM ETF TR | $1.9M | 0 | 0.44% | — |
| 48 | E ETHA ISHARES TR | $1.8M | 0 | 0.43% | — |
| 49 | S STT-PG SELECT SECTOR SPDR TR | $1.8M | 0 | 0.42% | — |
| 50 | N NOC NORTHROP GRUMMAN CORP | $1.8M | 0 | 0.42% | — |