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

NVDA NVIDIA Corp 7.4% Held AAPL Apple Inc. 6.9% Held GOOGL Alphabet Inc. 5.1% Held

VGT Vanguard World Fd 4.4% Held

MU Micron Technology Inc 4.2% Held MSFT Microsoft Corp 4.1% Held META Meta Platforms, Inc. 3.0% Held AMZN Amazon.com Inc 2.8% Held SPY SPDR S&P 500 ETF Trust 2.7% Added +6%AMD Advanced Micro Devices Inc 2.7% Held

SCHX Schwab Strategic Tr 2.2% Held

AVGO Broadcom Inc. 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing

add_circleNew

COP $239K
AMGN $219K
SKHY $218K

arrow_upwardAdded

AVUV +18%
TXUE +14%
BSCV +12%
AMAT +12%

arrow_downwardTrimmed

JEPI −18%
ACN −13%
DIS −7%
CB −4%

remove_circleSold out

UNH $238K
GE $218K
MDLZ $206K

JM2 Capital Inc.

Where the money is

Biggest moves since Jun 30, 2026

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