ZHANG FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CG | 24K | $1.49M |
 | VTRS | 24K | $234.20K |
 | HIVE | 23K | $91.32K |
 | MRK | 23K | $1.90M |
 | UBER | 22K | $2.19M |
 | AVGO | 22K | $7.20M |
 | GKOS | 22K | $1.77M |
 | IBM | 20K | $5.65M |
 | JPM | 20K | $6.30M |
 | PEP | 20K | $2.78M |
 | CMPS | 19K | $109.08K |
 | BAC | 19K | $979.74K |
 | MO | 18K | $1.21M |
 | T | 17K | $490.96K |
 | AMGN | 17K | $4.90M |
 | PFE | 17K | $438.93K |
 | ZTS | 17K | $2.47M |
 | TEVA | 17K | $337.34K |
 | KKR | 16K | $2.07M |
 | MDLZ | 16K | $989.57K |
The Carlyle Group Inc.
CG
Shares Held
24K
Value
$1.49M
Viatris Inc.
VTRS
Shares Held
24K
Value
$234.20K
HIVE Digital Technologies Ltd.
HIVE
Shares Held
23K
Value
$91.32K
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$1.90M
Uber Technologies, Inc.
UBER
Shares Held
22K
Value
$2.19M
Broadcom Inc.
AVGO
Shares Held
22K
Value
$7.20M
Glaukos Corporation
GKOS
Shares Held
22K
Value
$1.77M
International Business Machines Corporation
IBM
Shares Held
20K
Value
$5.65M
JPMorgan Chase & Co.
JPM
Shares Held
20K
Value
$6.30M
PepsiCo, Inc.
PEP
Shares Held
20K
Value
$2.78M
COMPASS Pathways plc
CMPS
Shares Held
19K
Value
$109.08K
Bank of America Corporation
BAC
Shares Held
19K
Value
$979.74K
Altria Group, Inc.
MO
Shares Held
18K
Value
$1.21M
AT&T Inc.
T
Shares Held
17K
Value
$490.96K
Amgen Inc.
AMGN
Shares Held
17K
Value
$4.90M
Pfizer Inc.
PFE
Shares Held
17K
Value
$438.93K
Zoetis Inc.
ZTS
Shares Held
17K
Value
$2.47M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
17K
Value
$337.34K
KKR & Co. Inc.
KKR
Shares Held
16K
Value
$2.07M
Mondelez International, Inc.
MDLZ
Shares Held
16K
Value
$989.57K