THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
Q2 2026 13F filing
Updated 50 days ago61 disclosed positions worth $175.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANECK ETF TRUST | $39M | 396.9K | 22.18% | Added(+396800.0%) |
| 2 | ? N/A KRANESHARES TRUST | $13.7M | 792.0K | 7.79% | Trimmed(-35.4%) |
| 3 | V VRT VERTIV HOLDINGS CO | $11.2M | 33.5K | 6.38% | Trimmed(-2.3%) |
| 4 | A APLD APPLIED DIGITAL CORP | $10.4M | 279.3K | 5.92% | Trimmed(-30.9%) |
| 5 | P PUMP PROPETRO HLDG CORP | $8.7M | 610.0K | 4.98% | Trimmed(-2.6%) |
| 6 | ? N/A GLOBAL X FDS | $8.2M | 111.0K | 4.65% | Added(+4.9%) |
| 7 | C CQP CHENIERE ENERGY INC | $7.4M | 31.2K | 4.24% | Trimmed(-1.2%) |
| 8 | G GNRC GENERAC HLDGS INC | $6.2M | 21.3K | 3.54% | Trimmed(-21.1%) |
| 9 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $5.9M | 102.4K | 3.36% | Added(+34048.7%) |
| 10 | N NOMD NOMAD FOODS LTD | $5.8M | 527.2K | 3.28% | Added(+31.9%) |
| 11 | R ROP ROPER TECHNOLOGIES INC | $4.2M | 12.3K | 2.38% | Added(+24.0%) |
| 12 | P PBF PBF ENERGY INC | $3.9M | 86.3K | 2.24% | Trimmed(-0.4%) |
| 13 | F FISV FISERV INC | $3.5M | 72.3K | 2.02% | Added(+23998.0%) |
| 14 | ? N/A HASBRO INC | $3.2M | 38.2K | 1.80% | Added(+0.9%) |
| 15 | ? N/A ACADEMY SPORTS & OUTDOORS IN | $3.1M | 66.1K | 1.77% | Added(+3.5%) |
| 16 | A ADBE ADOBE INC | $3M | 14.5K | 1.69% | Added(+14.4%) |
| 17 | G GDDY GODADDY INC | $3M | 34.9K | 1.68% | Added(+56.0%) |
| 18 | ? N/A GILEAD SCIENCES INC | $2.9M | 23.0K | 1.65% | Trimmed(-1.1%) |
| 19 | ? N/A SPROTT ETF TRUST | $2.7M | 43.5K | 1.56% | Trimmed(-6.0%) |
| 20 | L LULU LULULEMON ATHLETICA INC | $2.5M | 22.0K | 1.43% | Added(+5.0%) |
| 21 | ? N/A INTERCONTINENTAL EXCHANGE IN | $2.4M | 19.5K | 1.36% | Added(+2.3%) |
| 22 | I ICLR ICON PUB LTD CO | $2.3M | 13.3K | 1.31% | Added(+6.9%) |
| 23 | B BIIB BIOGEN INC | $2.2M | 10.0K | 1.23% | Added(+9902.0%) |
| 24 | O OSW ONESPAWORLD HOLDINGS LIMITED | $2.2M | 76.2K | 1.22% | Trimmed(-1.4%) |
| 25 | ? N/A VANECK ETF TRUST | $2.2M | 28.5K | 1.22% | Trimmed(-10.9%) |
| 26 | ? N/A GLOBAL X FDS | $1.7M | 32.8K | 0.99% | Added(+0.9%) |
| 27 | ? N/A PINTEREST INC | $1.6M | 75.6K | 0.90% | — |
| 28 | ? N/A DIREXION SHARES ETF TRUST | $1.3M | 40.2K | 0.75% | Trimmed(-0.1%) |
| 29 | A APTV APTIV PLC | $1.2M | 20.4K | 0.71% | Added(+10077.5%) |
| 30 | L LKQ LKQ CORP | $1.2M | 45.5K | 0.68% | Added(+25.9%) |
| 31 | S SCHW-PJ SCHWAB CHARLES CORP | $1M | 10.9K | 0.57% | Added(+0.3%) |
| 32 | ? N/A LITMAN GREGORY FDS TR | $1M | 32.7K | 0.57% | Unchanged |
| 33 | C CRM SALESFORCE INC | $999K | 6.4K | 0.57% | Added(+5.8%) |
| 34 | P PG PROCTER & GAMBLE CO | $920K | 6.3K | 0.52% | Trimmed(-4.2%) |
| 35 | ? N/A EA SERIES TRUST | $566K | 11.1K | 0.32% | — |
| 36 | A AAPL APPLE INC | $544K | 1.9K | 0.31% | Added(+9.6%) |
| 37 | E ETHA ISHARES INC | $542K | 7.1K | 0.31% | Trimmed(-2.6%) |
| 38 | V VGES VANGUARD INDEX FDS | $443K | 2.0K | 0.25% | Unchanged |
| 39 | K KLAC KLA CORP | $356K | 1.2K | 0.20% | — |
| 40 | C CAT CATERPILLAR INC | $348K | 327 | 0.20% | Added(+2.2%) |
| 41 | ? N/A ETF OPPORTUNITIES TRUST | $290K | 12.0K | 0.17% | — |
| 42 | ? N/A TORTOISE CAPITAL SERIES TRUS | $269K | 27.8K | 0.15% | Unchanged |
| 43 | V VGNT VERSIGENT PLC | $259K | 6.2K | 0.15% | — |
| 44 | E ETHA ISHARES TR | $254K | 3.3K | 0.14% | Unchanged |
| 45 | ? N/A AMERICAN CENTY ETF TR | $243K | 2.4K | 0.14% | Trimmed(-1.9%) |
| 46 | G GOOGN ALPHABET INC | $241K | 673 | 0.14% | — |
| 47 | ? N/A ETF OPPORTUNITIES TRUST | $213K | 7.4K | 0.12% | — |
| 48 | ? N/A THE REAL BROKERAGE INC | $158K | 87.0K | 0.09% | — |
| 49 | ? N/A PINTEREST INC | $78K | 3.7K | 0.04% | — |
| 50 | N NOMD NOMAD FOODS LTD | $38K | 3.5K | 0.02% | Trimmed(-99.1%) |