account_balance
Investment manager · 13F filer · SEC CIK 2143895
TriCert Investment Counsel Inc.
Follow TriCert Investment Counsel
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$1.07Bas of Jun 30, 2026
Positions88
Top 10 weight37.7%XLK alone is 8%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
XLKSelect Sector SPDR Tr
7.9%
JNJJohnson & Johnson
4.6%
BRK-BBerkshire Hathaway Inc
4.4%
MSFTMicrosoft Corp
3.9%
QQQInvesco QQQ Tr
3.5%
NVSNovartis AG
3.3%
GOOGLAlphabet Inc.
2.6%
VVisa Inc.
2.5%
ETNEaton Corp PLC
2.5%
IQLTiShares Tr
2.4%
RXIiShares Tr
2.3%
VEAVanguard Tax-Managed FDS
2.3%
XLKSelect Sector SPDR Tr
7.9%
JNJJohnson & Johnson
4.6%
BRK-BBerkshire Hathaway Inc
4.4%
MSFTMicrosoft Corp
3.9%
QQQInvesco QQQ Tr
3.5%
NVSNovartis AG
3.3%
GOOGLAlphabet Inc.
2.6%
VVisa Inc.
2.5%
ETNEaton Corp PLC
2.5%
IQLT
RXI2.3%
VEA2.3%
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
XLK Select Sector SPDR Tr 7.9%
JNJ Johnson & Johnson 4.6% BRK-B Berkshire Hathaway Inc 4.4% MSFT Microsoft Corp 3.9% QQQ Invesco QQQ Tr 3.5%
NVS Novartis AG 3.3% GOOGL Alphabet Inc. 2.6% V Visa Inc. 2.5% ETN Eaton Corp PLC 2.5% IQLT iShares Tr 2.4%
RXI iShares Tr 2.3%
VEA Vanguard Tax-Managed FDS 2.3%
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.