WALLACE HART LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HOMB | 25K | $699.15K |
 | MCHP | 21K | $1.35M |
 | FAST | 21K | $1.02M |
 | PLTR | 14K | $2.54M |
 | NVDA | 10K | $1.82M |
 | ROST | 9K | $1.33M |
 | LRCX | 9K | $1.16M |
 | MSTR | 8K | $2.56M |
 | ORLY | 8K | $850.51K |
 | AVGO | 8K | $2.53M |
 | CDW | 7K | $1.08M |
 | AMZN | 6K | $0 |
 | ZS | 5K | $1.58M |
 | MAR | 5K | $1.23M |
 | MSFT | 4K | $2.30M |
 | CEG | 4K | $1.46M |
 | ADSK | 4K | $1.37M |
 | DASH | 4K | $1.15M |
 | CDNS | 4K | $1.42M |
 | TPL | 4K | $3.76M |
Home Bancshares, Inc.
HOMB
Shares Held
25K
Value
$699.15K
Microchip Technology Incorporated
MCHP
Shares Held
21K
Value
$1.35M
Fastenal Company
FAST
Shares Held
21K
Value
$1.02M
Palantir Technologies Inc.
PLTR
Shares Held
14K
Value
$2.54M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.82M
Ross Stores, Inc.
ROST
Shares Held
9K
Value
$1.33M
Lam Research Corporation
LRCX
Shares Held
9K
Value
$1.16M
Strategy Inc
MSTR
Shares Held
8K
Value
$2.56M
O'Reilly Automotive, Inc.
ORLY
Shares Held
8K
Value
$850.51K
Broadcom Inc.
AVGO
Shares Held
8K
Value
$2.53M
CDW Corporation
CDW
Shares Held
7K
Value
$1.08M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$0
Zscaler, Inc.
ZS
Shares Held
5K
Value
$1.58M
Marriott International, Inc.
MAR
Shares Held
5K
Value
$1.23M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.30M
Constellation Energy Corporation
CEG
Shares Held
4K
Value
$1.46M
Autodesk, Inc.
ADSK
Shares Held
4K
Value
$1.37M
DoorDash, Inc.
DASH
Shares Held
4K
Value
$1.15M
Cadence Design Systems, Inc.
CDNS
Shares Held
4K
Value
$1.42M
Texas Pacific Land Corporation
TPL
Shares Held
4K
Value
$3.76M