WHELAN FINANCIAL
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 44K | $7.66M |
 | AAPL | 34K | $8.70M |
 | BAC | 27K | $1.32M |
 | CMG | 19K | $621.41K |
 | SCHW | 18K | $1.68M |
 | UBER | 15K | $1.06M |
 | AMZN | 15K | $3.02M |
 | GOOG | 13K | $3.86M |
 | NKE | 12K | $629.78K |
 | MSFT | 11K | $4.18M |
 | LOW | 10K | $2.31M |
 | T | 9K | $263.69K |
 | STZ | 9K | $1.29M |
 | COF | 8K | $1.38M |
 | META | 6K | $3.59M |
 | WMT | 6K | $715.06K |
 | GOOGL | 6K | $1.59M |
 | AVGO | 5K | $1.64M |
 | LULU | 5K | $799.03K |
 | UMBF | 5K | $564.87K |
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$7.66M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.70M
Bank of America Corporation
BAC
Shares Held
27K
Value
$1.32M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
19K
Value
$621.41K
The Charles Schwab Corporation
SCHW
Shares Held
18K
Value
$1.68M
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.06M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.02M
Alphabet Inc.
GOOG
Shares Held
13K
Value
$3.86M
NIKE, Inc.
NKE
Shares Held
12K
Value
$629.78K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.18M
Lowe's Companies, Inc.
LOW
Shares Held
10K
Value
$2.31M
AT&T Inc.
T
Shares Held
9K
Value
$263.69K
Constellation Brands, Inc.
STZ
Shares Held
9K
Value
$1.29M
Capital One Financial Corporation
COF
Shares Held
8K
Value
$1.38M
Meta Platforms, Inc.
META
Shares Held
6K
Value
$3.59M
Walmart Inc.
WMT
Shares Held
6K
Value
$715.06K
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.59M
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.64M
Lululemon Athletica Inc.
LULU
Shares Held
5K
Value
$799.03K
UMB Financial Corporation
UMBF
Shares Held
5K
Value
$564.87K