Back to funds

Private Advisory Group LLC

hedge fundUpdated 36 days ago

Managed by Private Advisory Group Llc • Latest filing Q2 2026

Portfolio value
$1.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
97.1%
Weight of largest holdings
Annualized return
199.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$470.1M
Q2 2023$504.8M
Q3 2023$506M
Q4 2023$576.1M
Q1 2024$701M
Q2 2024$768.3M
Q3 2024$838M
Q4 2024$892.7M
Q1 2025$895.1M
Q2 2025$1.1B
Q3 2025$1.2B
Q4 2025$1.3B
Q1 2026$1.5B
Q2 2026$1.9B

Top holdings

432 positions as of Q2 2026

View filing
N

NVIDIA CORPORATION

+1379.8%
Value
$80.3M
Shares
401.5K
% Port
4.33%
A

APPLE INC

+521.2%
Value
$68.8M
Shares
237.7K
% Port
3.71%
G

ALPHABET INC

+3609.4%
Value
$65.3M
Shares
184.9K
% Port
3.52%
A

AMAZON COM INC

+1533.8%
Value
$42M
Shares
176.4K
% Port
2.27%
M
5.MU

MICRON TECHNOLOGY INC

+309.2%
Value
$38.8M
Shares
33.6K
% Port
2.09%
E

ISHARES INC

+2426.7%
Value
$38.1M
Shares
188.6K
% Port
2.05%
M

MICROSOFT CORP

+810.7%
Value
$37.4M
Shares
100.2K
% Port
2.02%
Q
8.QQQ

INVESCO QQQ TR

+25002.5%
Value
$37M
Shares
50.2K
% Port
1.99%
A
9.AMD

ADVANCED MICRO DEVICES INC

+1793.2%
Value
$33.9M
Shares
58.4K
% Port
1.83%
I
10.INTC

INTEL CORP

+2055.8%
Value
$33M
Shares
236.3K
% Port
1.78%
A
11.AVGO

BROADCOM INC

+1661.0%
Value
$30.1M
Shares
79.7K
% Port
1.62%
T
12.TSLA

TESLA INC

+2298.1%
Value
$29.7M
Shares
70.6K
% Port
1.60%
T

TAIWAN SEMICONDUCTOR MANUFAC

+6717.3%
Value
$28M
Shares
58.7K
% Port
1.51%
M
14.META

META PLATFORMS INC

+998.3%
Value
$23.1M
Shares
41.0K
% Port
1.25%
T
15.TSLA

TESLA INC

+1758.2%
Value
$23M
Shares
54.7K
% Port
1.24%
E
16.ETHA

ISHARES TR

+3555.0%
Value
$22.9M
Shares
227.8K
% Port
1.24%
V
17.VRT

VERTIV HOLDINGS CO

+1856.9%
Value
$22.6M
Shares
67.5K
% Port
1.22%
V
18.VGES

VANGUARD INDEX FDS

+613.9%
Value
$22M
Shares
255.8K
% Port
1.19%
A

ASML HLDG NV

+2498.8%
Value
$21.9M
Shares
11.0K
% Port
1.18%
L
20.LLY

ELI LILLY & CO

+1914.2%
Value
$20M
Shares
16.7K
% Port
1.08%

Explore