MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZETA | 265K | $5.39M |
 | KTOS | 116K | $8.81M |
 | NVDA | 84K | $15.76M |
 | ORLY | 63K | $5.71M |
 | RIG | 60K | $247.80K |
 | PLUG | 56K | $109.56K |
 | PANW | 48K | $8.86M |
 | TJX | 44K | $6.79M |
 | GOOGL | 43K | $13.30M |
 | STLD | 38K | $6.48M |
 | CTAS | 32K | $6.06M |
 | HEI | 32K | $10.34M |
 | LDOS | 32K | $5.72M |
 | NOW | 28K | $4.27M |
 | MSFT | 26K | $12.35M |
 | T | 25K | $619.29K |
 | MAR | 23K | $7.06M |
 | AES | 17K | $240.51K |
 | AAPL | 15K | $4.01M |
 | ETN | 14K | $4.46M |
Zeta Global Holdings Corp.
ZETA
Shares Held
265K
Value
$5.39M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
116K
Value
$8.81M
NVIDIA Corporation
NVDA
Shares Held
84K
Value
$15.76M
O'Reilly Automotive, Inc.
ORLY
Shares Held
63K
Value
$5.71M
Transocean Ltd.
RIG
Shares Held
60K
Value
$247.80K
Plug Power Inc.
PLUG
Shares Held
56K
Value
$109.56K
Palo Alto Networks, Inc.
PANW
Shares Held
48K
Value
$8.86M
The TJX Companies, Inc.
TJX
Shares Held
44K
Value
$6.79M
Alphabet Inc.
GOOGL
Shares Held
43K
Value
$13.30M
Steel Dynamics, Inc.
STLD
Shares Held
38K
Value
$6.48M
Cintas Corporation
CTAS
Shares Held
32K
Value
$6.06M
HEICO Corporation
HEI
Shares Held
32K
Value
$10.34M
Leidos Holdings, Inc.
LDOS
Shares Held
32K
Value
$5.72M
ServiceNow, Inc.
NOW
Shares Held
28K
Value
$4.27M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$12.35M
AT&T Inc.
T
Shares Held
25K
Value
$619.29K
Marriott International, Inc.
MAR
Shares Held
23K
Value
$7.06M
The AES Corporation
AES
Shares Held
17K
Value
$240.51K
Apple Inc.
AAPL
Shares Held
15K
Value
$4.01M
Eaton Corporation plc
ETN
Shares Held
14K
Value
$4.46M