SFM, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 31K | $7.36M |
 | NVDA | 25K | $4.95M |
 | MSFT | 17K | $6.33M |
 | GOOGL | 16K | $5.88M |
 | AAPL | 10K | $2.80M |
 | GOOG | 8K | $2.68M |
 | V | 6K | $1.89M |
 | RSG | 5K | $1.06M |
 | BRO | 5K | $309.81K |
 | BRK-B | 5K | $2.34M |
 | MA | 4K | $2.09M |
 | SHW | 3K | $1.18M |
 | META | 3K | $1.82M |
 | SYK | 3K | $978.41K |
 | HD | 3K | $1.07M |
 | AJG | 3K | $619.97K |
 | NOW | 2K | $207.79K |
 | XOM | 1K | $204.94K |
 | LIN | 1K | $759.25K |
 | SPGI | 1K | $523.77K |
Amazon.com, Inc.
AMZN
Shares Held
31K
Value
$7.36M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.95M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.33M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$5.88M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.80M
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.68M
Visa Inc.
V
Shares Held
6K
Value
$1.89M
Republic Services, Inc.
RSG
Shares Held
5K
Value
$1.06M
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$309.81K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.34M
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.09M
The Sherwin-Williams Company
SHW
Shares Held
3K
Value
$1.18M
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.82M
Stryker Corporation
SYK
Shares Held
3K
Value
$978.41K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.07M
Arthur J. Gallagher & Co.
AJG
Shares Held
3K
Value
$619.97K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$207.79K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$204.94K
Linde plc
LIN
Shares Held
1K
Value
$759.25K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$523.77K