MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KTOS | 140K | $9.90M |
 | SLB | 122K | $6.25M |
 | NVDA | 91K | $15.90M |
 | RIG | 80K | $530.40K |
 | ORLY | 74K | $6.80M |
 | PLUG | 56K | $125.97K |
 | TJX | 43K | $6.91M |
 | GOOGL | 38K | $10.93M |
 | STLD | 37K | $6.72M |
 | HEI | 37K | $10.04M |
 | HAL | 29K | $1.11M |
 | VLO | 28K | $6.88M |
 | MSFT | 26K | $9.44M |
 | T | 25K | $719.67K |
 | MAR | 21K | $6.95M |
 | F | 19K | $224.55K |
 | BRK-B | 14K | $6.89M |
 | AAPL | 14K | $3.59M |
 | STLA | 10K | $73.03K |
 | FCEL | 10K | $65.39K |
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
140K
Value
$9.90M
Slb N.V.
SLB
Shares Held
122K
Value
$6.25M
NVIDIA Corporation
NVDA
Shares Held
91K
Value
$15.90M
Transocean Ltd.
RIG
Shares Held
80K
Value
$530.40K
O'Reilly Automotive, Inc.
ORLY
Shares Held
74K
Value
$6.80M
Plug Power Inc.
PLUG
Shares Held
56K
Value
$125.97K
The TJX Companies, Inc.
TJX
Shares Held
43K
Value
$6.91M
Alphabet Inc.
GOOGL
Shares Held
38K
Value
$10.93M
Steel Dynamics, Inc.
STLD
Shares Held
37K
Value
$6.72M
HEICO Corporation
HEI
Shares Held
37K
Value
$10.04M
Halliburton Company
HAL
Shares Held
29K
Value
$1.11M
Valero Energy Corporation
VLO
Shares Held
28K
Value
$6.88M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$9.44M
AT&T Inc.
T
Shares Held
25K
Value
$719.67K
Marriott International, Inc.
MAR
Shares Held
21K
Value
$6.95M
Ford Motor Company
F
Shares Held
19K
Value
$224.55K
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$6.89M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.59M
Stellantis N.V.
STLA
Shares Held
10K
Value
$73.03K
FuelCell Energy, Inc.
FCEL
Shares Held
10K
Value
$65.39K