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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Utz Brands, Inc.UTZ110.52K$851K
Apple Inc.AAPL31.83K$9.21M
Pfizer Inc.PFE27.12K$653K
EMCOR Group, Inc.EME20.27K$16.82M
Microsoft CorporationMSFT18.57K$6.93M
JPMorgan Chase & Co.JPM15.99K$5.23M
Amazon.com, Inc.AMZN14.97K$3.57M
Under Armour, Inc.UA14.61K$91K
Burke & Herbert Financial Services Corp.BHRB10.83K$778K
Carlisle Companies IncorporatedCSL10.51K$3.81M
McDonald's CorporationMCD10K$2.7M
Bank of America CorporationBAC9.97K$568K
NVIDIA CorporationNVDA8.7K$1.74M
Encompass Health CorporationEHC7.39K$747K
Shell plcSHEL7.07K$549K
Berkshire Hathaway Inc.BRK-B6.79K$3.4M
AbbVie Inc.ABBV6.5K$1.64M
Alphabet Inc.GOOG5.6K$1.98M
PPL CorporationPPL5.5K$200K
Abbott LaboratoriesABT5.1K$463K