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Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Instruments Incorporated | TXN | 710 | $211.75K |
 Coherent, Inc. | COHR | 864 | $340.82K |
 Advanced Micro Devices, Inc. | AMD | 977 | $567.55K |
 Corning Inc | GLW | 1.32K | $336.64K |
 Nebius Group N.V. | NBIS | 1.42K | $391.89K |
 Berkshire Hathaway Inc. | BRK-B | 1.46K | $731.07K |
 QUALCOMM Incorporated | QCOM | 1.5K | $277.19K |
 Talen Energy Corporation | TLN | 1.68K | $646.71K |
 Spotify Technology S.A. | SPOT | 1.88K | $861.33K |
 Silicon Laboratories Inc. | SLAB | 1.91K | $417.01K |
 Micron Technology, Inc. | MU | 1.99K | $2.3M |
 Intel Corp. | INTC | 2.28K | $317.8K |
 Vertiv Holdings Co | VRT | 2.5K | $838.39K |
 Bloom Energy Corporation | BE | 2.7K | $816.38K |
 Alphabet Inc. | GOOG | 2.81K | $992.69K |
 The Procter & Gamble Company | PG | 2.85K | $418.17K |
 Dell Technologies Inc. | DELL | 2.96K | $1.28M |
 Eli Lilly and Company | LLY | 3.29K | $3.94M |
 Costco Wholesale Corporation | COST | 3.34K | $3.13M |
 Tesla, Inc. | TSLA | 3.45K | $1.45M |