account_balance
Investment manager · 13F filer · SEC CIK 1964831
MRP Capital Investments, LLC
Reported value$136Mas of Jun 30, 2026
Positions223 30 new, 17 sold out
Top 10 weight34.2%IVV alone is 5%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.3%
IJRiShares Tr
4.4%
DELLDell Technologies Inc.
3.6%Trimmed −16%
ALABAstera Labs, Inc.
3.4%Trimmed −10%
GOOGAlphabet Inc.
3.3%Trimmed −5%
STRLSterling Infrastructure, Inc.
3.1%Trimmed −37%
FTNTFortinet, Inc.
3.1%Trimmed −4%
PANWPalo Alto Networks Inc
2.7%Added +9%
SNEXStoneX Group Inc.
2.6%Added +40%
LLYELI Lilly & Co
2.6%
AAPLApple Inc.
2.5%
WMTWalmart Inc.
2.3%Added +4%
IVViShares Tr
5.3%
IJRiShares Tr
4.4%
DELLDell Technologies Inc.
3.6%−16%
ALABAstera Labs, Inc.
3.4%
GOOGAlphabet Inc.
3.3%
STRLSterling Infrastructure, Inc.
3.1%
FTNTFortinet, Inc.
3.1%
PANWPalo Alto Networks Inc
2.7%
SNEXStoneX Group Inc.
2.6%
LLY2.6%AAPL2.5%WMT2.3%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
IVV iShares Tr 5.3% Held
IJR iShares Tr 4.4% Held
DELL Dell Technologies Inc. 3.6% Trimmed −16%ALAB Astera Labs, Inc. 3.4% Trimmed −10%GOOG Alphabet Inc. 3.3% Trimmed −5%STRL Sterling Infrastructure, Inc. 3.1% Trimmed −37%FTNT Fortinet, Inc. 3.1% Trimmed −4%PANW Palo Alto Networks Inc 2.7% Added +9%SNEX StoneX Group Inc. 2.6% Added +40%LLY ELI Lilly & Co 2.6% HeldAAPL Apple Inc. 2.5% HeldWMT Walmart Inc. 2.3% Added +4%What changed
Biggest moves since Mar 31, 2026
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