Q2 2026 13F filing
Updated 64 days ago504 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $144.1M | 403.1K | 5.65% | Trimmed(-8.9%) |
| 2 | I INDB INDEPENDENT BK CORP MASS | $117.8M | 1.41M | 4.62% | Added(+3775.2%) |
| 3 | M MSFT MICROSOFT CORP | $108.2M | 290.1K | 4.24% | Added(+6.7%) |
| 4 | G GLD SPDR GOLD TR | $99.1M | 268.9K | 3.89% | Trimmed(-1.6%) |
| 5 | V VGES VANGUARD ADMIRAL FDS INC | $93M | 815.2K | 3.65% | Added(+0.0%) |
| 6 | ? N/A PROSHARES TR | $84M | 1.50M | 3.30% | Added(+105.9%) |
| 7 | A AAPL APPLE INC | $69.1M | 238.6K | 2.71% | Trimmed(-2.5%) |
| 8 | N NVDA NVIDIA CORPORATION | $66.2M | 331.0K | 2.60% | Added(+43.5%) |
| 9 | M MRK MERCK & CO INC | $61.5M | 478.4K | 2.41% | Trimmed(-8.5%) |
| 10 | E ETHA ISHARES TR | $60.5M | 640.5K | 2.37% | Added(+6.0%) |
| 11 | V V VISA INC | $56.6M | 164.9K | 2.22% | Added(+4.6%) |
| 12 | P PEP PEPSICO INC | $48.2M | 355.9K | 1.89% | Added(+1.4%) |
| 13 | U UNP UNION PAC CORP | $45.7M | 167.8K | 1.79% | Added(+3.1%) |
| 14 | ? N/A SPDR SERIES TRUST | $45.4M | 2.03M | 1.78% | Added(+4.7%) |
| 15 | T TJX TJX COS INC NEW | $40.1M | 264.7K | 1.57% | Trimmed(-6.5%) |
| 16 | M MA MASTERCARD INCORPORATED | $39.4M | 76.6K | 1.54% | Added(+6.8%) |
| 17 | ? N/A EXXON MOBIL CORP | $39.3M | 287.8K | 1.54% | Trimmed(-1.2%) |
| 18 | T TXN TEXAS INSTRS INC | $39.3M | 131.9K | 1.54% | Trimmed(-6.7%) |
| 19 | S SCHW-PJ SCHWAB CHARLES CORP | $36.1M | 391.4K | 1.42% | Added(+9.7%) |
| 20 | E EOG EOG RES INC | $35.2M | 271.0K | 1.38% | Added(+1.9%) |
| 21 | N NEE-PS NEXTERA ENERGY INC | $32.9M | 375.2K | 1.29% | Trimmed(-0.2%) |
| 22 | T TMO THERMO FISHER SCIENTIFIC INC | $32.1M | 64.1K | 1.26% | Added(+4.2%) |
| 23 | B BSTZ BLACKROCK INC | $31.4M | 32.7K | 1.23% | Added(+6.3%) |
| 24 | V VEEV VEEVA SYS INC | $30.8M | 173.5K | 1.21% | Added(+21.4%) |
| 25 | E ELV ELEVANCE HEALTH INC FORMERLY | $26.5M | 68.4K | 1.04% | Added(+2.0%) |
| 26 | J JPM-PM JPMORGAN CHASE & CO | $25.9M | 79.0K | 1.01% | Trimmed(-6.1%) |
| 27 | ? N/A ISHARES TR | $25.7M | 252.0K | 1.01% | Added(+6.7%) |
| 28 | A AAPL APPLE INC | $25M | 86.4K | 0.98% | Trimmed(-64.7%) |
| 29 | A AMZN AMAZON COM INC | $23.3M | 97.8K | 0.91% | Added(+1.2%) |
| 30 | N NKE NIKE INC | $22.6M | 549.4K | 0.88% | Added(+25.1%) |
| 31 | S SPGI S&P GLOBAL INC | $22.5M | 55.1K | 0.88% | Added(+11.3%) |
| 32 | E ETHA ISHARES TR | $21.9M | 284.0K | 0.86% | Trimmed(-6.9%) |
| 33 | S STT-PG SELECT SECTOR SPDR TR | $21.5M | 113.0K | 0.84% | Trimmed(-6.7%) |
| 34 | ? N/A LITMAN GREGORY FDS TR | $21.3M | 695.8K | 0.84% | Added(+10.9%) |
| 35 | ? N/A INTERCONTINENTAL EXCHANGE IN | $21.3M | 172.7K | 0.83% | Added(+13.8%) |
| 36 | C CPRT COPART INC | $20.2M | 714.8K | 0.79% | Added(+17.6%) |
| 37 | I INTU INTUIT | $19.8M | 75.8K | 0.78% | Added(+66.1%) |
| 38 | V VZ VERIZON COMMUNICATIONS INC | $19.7M | 465.0K | 0.77% | Added(+3.9%) |
| 39 | J JNJ JOHNSON & JOHNSON | $19.2M | 75.5K | 0.75% | Trimmed(-21.0%) |
| 40 | A APD AIR PRODUCTS AND CHEMICALS I | $19.1M | 65.3K | 0.75% | Added(+7.0%) |
| 41 | L LLY ELI LILLY & CO | $19.1M | 15.9K | 0.75% | Trimmed(-11.8%) |
| 42 | S SPY STATE STR SPDR S&P 500 ETF T | $19M | 25.5K | 0.75% | Added(+4.9%) |
| 43 | M MKC-V MCCORMICK & CO INC | $18.7M | 370.4K | 0.73% | Added(+23.0%) |
| 44 | M META META PLATFORMS INC | $16.9M | 30.1K | 0.66% | Trimmed(-39.0%) |
| 45 | M MS-PP MORGAN STANLEY | $16.8M | 80.5K | 0.66% | Trimmed(-1.8%) |
| 46 | E ECL ECOLAB INC | $16.4M | 58.7K | 0.64% | Added(+4.2%) |
| 47 | C CL COLGATE PALMOLIVE CO | $16.2M | 177.0K | 0.64% | Added(+0.1%) |
| 48 | A ACN ACCENTURE PLC IRELAND | $15.7M | 126.3K | 0.62% | Added(+23.9%) |
| 49 | Z ZTS ZOETIS INC | $14.6M | 203.6K | 0.57% | Added(+27.2%) |
| 50 | P PG PROCTER & GAMBLE CO | $14.4M | 98.3K | 0.57% | Added(+0.5%) |