account_balance
Investment manager · 13F filer · SEC CIK 1892378
MBB Public Markets I LLC
Reported value$926Mas of Jun 30, 2026
Positions25 3 new, 2 sold out
Top 10 weight99.6%PGR alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PGRProgressive Corp
22.2%Added +6%
AERAerCap Holdings N.V.
19.3%Added +8%
AMZNAmazon.com Inc
18.9%Added +8%
FERGFerguson Enterprises Inc.
14.3%Added +6%
MDLNMedline Inc.
10.4%
VTEBVanguard Mun Bd FDS
8.8%Added +125%
EQTEQT Corp
2.7%
GOOGLTECKKYTXPGRProgressive Corp
22.2%Added +6%
AERAerCap Holdings N.V.
19.3%Added +8%
AMZNAmazon.com Inc
18.9%Added +8%
FERGFerguson Enterprises Inc.
14.3%Added +6%
MDLNMedline Inc.
10.4%
VTEBVanguard Mun Bd FDS
8.8%+125%
Boxes 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
PGR Progressive Corp 22.2% Added +6%AER AerCap Holdings N.V. 19.3% Added +8%AMZN Amazon.com Inc 18.9% Added +8%FERG Ferguson Enterprises Inc. 14.3% Added +6%MDLN Medline Inc. 10.4% Held
VTEB Vanguard Mun Bd FDS 8.8% Added +125%
EQT EQT Corp 2.7% HeldGOOGL Alphabet Inc. 1.5% Trimmed −56%TECK Teck Resources Ltd 0.8% Trimmed −63%KYTX Kyverna Therapeutics, Inc. 0.6% HeldGTX Garrett Motion Inc. 0.1% HeldESI Element Solutions Inc 0.0% HeldWhat changed
Biggest moves since Mar 31, 2026
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