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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Delta Air Lines, Inc.DAL6.26K$586.59K
Hims & Hers Health, Inc.HIMS6.2K$214.95K
Cirrus Logic, Inc.CRUS5.94K$881.67K
Citigroup Inc.C5.8K$812.19K
Salesforce, Inc.CRM5.8K$908.94K
RTX CorporationRTX5.75K$1.09M
Bristol-Myers Squibb CompanyBMY5.25K$302.6K
Blackstone Inc.BX5.04K$592.59K
eBay Inc.EBAY4.74K$529.58K
Lennar CorporationLEN4.48K$405.67K
Fortinet, Inc.FTNT4.21K$647.36K
NetEase, Inc.NTES4.08K$523.45K
D.R. Horton, Inc.DHI4.08K$663.74K
Hut 8 Corp.HUT3.99K$460.16K
Texas Instruments IncorporatedTXN3.56K$1.06M
Oracle CorporationORCL3.5K$513.65K
PepsiCo, Inc.PEP3.37K$455.56K
Shopify Inc.SHOP3.35K$381.93K
The J. M. Smucker CompanySJM3.34K$375.41K
Advanced Micro Devices, Inc.AMD3.31K$1.92M