SHARKEY, HOWES & JAVER
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IDEF | 447K | $14.20M |
 | RC | 16K | $28.38K |
 | LECO | 9K | $2.37M |
 | APH | 6K | $978.58K |
 | AAPL | 5K | $1.36M |
 | ADI | 5K | $1.84M |
 | MSFT | 4K | $1.66M |
 | XOM | 4K | $564.93K |
 | RTX | 3K | $542.48K |
 | BRK-B | 3K | $1.39M |
 | DELL | 3K | $1.19M |
 | CSCO | 3K | $316.59K |
 | XEL | 2K | $200.41K |
 | PWR | 2K | $1.53M |
 | GOOGL | 2K | $705.09K |
 | CVX | 2K | $277.42K |
 | PG | 2K | $232.28K |
 | UNP | 2K | $419.15K |
 | JPM | 1K | $408.83K |
 | GOOG | 1K | $439.90K |
iShares Defense Industrials Act
IDEF
Shares Held
447K
Value
$14.20M
Ready Capital Corporation
RC
Shares Held
16K
Value
$28.38K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
9K
Value
$2.37M
Amphenol Corporation
APH
Shares Held
6K
Value
$978.58K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.36M
Analog Devices, Inc.
ADI
Shares Held
5K
Value
$1.84M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.66M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$564.93K
RTX Corporation
RTX
Shares Held
3K
Value
$542.48K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.39M
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$1.19M
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$316.59K
Xcel Energy Inc.
XEL
Shares Held
2K
Value
$200.41K
Quanta Services, Inc.
PWR
Shares Held
2K
Value
$1.53M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$705.09K
Chevron Corporation
CVX
Shares Held
2K
Value
$277.42K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$232.28K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$419.15K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$408.83K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$439.90K