MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KTOS | 143K | $13.04M |
 | CMG | 123K | $4.81M |
 | NVDA | 84K | $15.86M |
 | RIG | 60K | $187.20K |
 | ORLY | 59K | $6.31M |
 | PLUG | 56K | $129.56K |
 | GOOGL | 47K | $11.35M |
 | PANW | 44K | $8.96M |
 | TJX | 42K | $6.11M |
 | FTNT | 42K | $3.49M |
 | T | 34K | $962.33K |
 | HEI | 26K | $8.51M |
 | CTAS | 24K | $4.85M |
 | MAR | 19K | $5.05M |
 | AAPL | 15K | $3.74M |
 | ET | 14K | $237.22K |
 | ETN | 14K | $5.06M |
 | IVZ | 13K | $299.16K |
 | OCCI | 12K | $63.58K |
 | BRK-B | 11K | $5.63M |
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
143K
Value
$13.04M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
123K
Value
$4.81M
NVIDIA Corporation
NVDA
Shares Held
84K
Value
$15.86M
Transocean Ltd.
RIG
Shares Held
60K
Value
$187.20K
O'Reilly Automotive, Inc.
ORLY
Shares Held
59K
Value
$6.31M
Plug Power Inc.
PLUG
Shares Held
56K
Value
$129.56K
Alphabet Inc.
GOOGL
Shares Held
47K
Value
$11.35M
Palo Alto Networks, Inc.
PANW
Shares Held
44K
Value
$8.96M
The TJX Companies, Inc.
TJX
Shares Held
42K
Value
$6.11M
Fortinet, Inc.
FTNT
Shares Held
42K
Value
$3.49M
AT&T Inc.
T
Shares Held
34K
Value
$962.33K
HEICO Corporation
HEI
Shares Held
26K
Value
$8.51M
Cintas Corporation
CTAS
Shares Held
24K
Value
$4.85M
Marriott International, Inc.
MAR
Shares Held
19K
Value
$5.05M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.74M
Energy Transfer LP
ET
Shares Held
14K
Value
$237.22K
Eaton Corporation plc
ETN
Shares Held
14K
Value
$5.06M
Invesco Ltd.
IVZ
Shares Held
13K
Value
$299.16K
OFS Credit Company, Inc.
OCCI
Shares Held
12K
Value
$63.58K
Berkshire Hathaway Inc.
BRK-B
Shares Held
11K
Value
$5.63M