account_balance
Investment manager · 13F filer · SEC CIK 1879757
NFSG Corp
Reported value$868Mas of Sep 30, 2026
Positions1,314 187 new, 112 sold out
Top 10 weight33.7%NVDA alone is 7%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.8%Added +5%
CRWDCrowdStrike Holdings, Inc.
4.3%
AAPLApple Inc.
3.7%Added +3%
SMHVaneck Semiconductor ETF
3.4%Added +4%
AMZNAmazon.com Inc
3.2%
METAMeta Platforms, Inc.
2.8%Added +18%
MSFTMicrosoft Corp
2.7%Added +4%
QQQInvesco QQQ ETF
2.5%Added +3%
GOOGAlphabet Inc.
2.2%Added +7%
PLTRPalantir Technologies Inc.
2.1%Added +11%
AVGOBroadcom Inc.
2.0%
MRVLMarvell Technology, Inc.
1.9%−3%
NVDANVIDIA Corp
6.8%Added +5%
CRWDCrowdStrike Holdings, Inc.
4.3%
AAPLApple Inc.
3.7%+3%
SMHVaneck Semiconductor ETF
3.4%+4%
AMZNAmazon.com Inc
3.2%
METAMeta Platforms, Inc.
2.8%
MSFTMicrosoft Corp
2.7%
QQQInvesco QQQ ETF
2.5%
GOOGAlphabet Inc.
2.2%
PLTR2.1%AVGOMRVLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.8% Added +5%CRWD CrowdStrike Holdings, Inc. 4.3% HeldAAPL Apple Inc. 3.7% Added +3%
SMH Vaneck Semiconductor ETF 3.4% Added +4%
AMZN Amazon.com Inc 3.2% HeldMETA Meta Platforms, Inc. 2.8% Added +18%MSFT Microsoft Corp 2.7% Added +4%QQQ Invesco QQQ ETF 2.5% Added +3%
GOOG Alphabet Inc. 2.2% Added +7%PLTR Palantir Technologies Inc. 2.1% Added +11%AVGO Broadcom Inc. 2.0% HeldMRVL Marvell Technology, Inc. 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.