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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Newmont CorporationNEM7.87K$734.78K
Lowe's Companies, Inc.LOW7.96K$1.76M
Zscaler, Inc.ZS8.11K$1.14M
Paychex, Inc.PAYX8.36K$821.84K
McDonald's CorporationMCD8.54K$2.31M
Prudential Financial, Inc.PRU8.6K$928.63K
The Walt Disney CompanyDIS8.89K$855.97K
Palo Alto Networks, Inc.PANW8.94K$3.05M
Uber Technologies, Inc.UBER9.19K$663.08K
Medtronic plcMDT9.25K$723.94K
Netskope, Inc. Class A Common StockNTSK9.49K$103.82K
Salesforce, Inc.CRM9.79K$1.53M
The Boeing CompanyBA9.82K$2.13M
Applied Materials, Inc.AMAT10.06K$7.27M
Phillips 66PSX10.1K$1.71M
Intercontinental Exchange, Inc.ICE10.13K$1.25M
ECARX Holdings, Inc.ECX10.4K$13.41K
QUALCOMM IncorporatedQCOM10.43K$1.93M
NIKE, Inc.NKE10.46K$429.55K
Emerson Electric Co.EMR10.94K$1.57M