account_balance
Investment manager · 13F filer · SEC CIK 2149656
Maloon Powers Pitre Higgins & Dennehy, LLC
Reported value$317Mas of Sep 30, 2026
Positions150 12 new, 9 sold out
Top 10 weight48.0%AAPL alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
13.3%
XLKSelect Sector SPDR Tr
7.0%Added +12%
VBILVanguard Instl Index Fd
6.9%Added +53%
IWFiShares Tr
3.4%
MSFTMicrosoft Corp
3.3%Added +13%
VIGVanguard Specialized Funds
3.1%Trimmed −46%
SCHDSchwab Strategic Tr
2.9%Added +824%
XARSPDR Series Trust
2.8%Added +9%
VYMVanguard Whitehall FDS
2.7%Added +6%
METAMeta Platforms, Inc.
2.6%+3%
IWDiShares Tr
2.5%
ORCLOracle Corp
2.3%
AAPLApple Inc.
13.3%
XLKSelect Sector SPDR Tr
7.0%+12%
VBILVanguard Instl Index Fd
6.9%
IWFiShares Tr
3.4%
VIG3.1%
SCHDSchwab Strategic Tr
2.9%
XARSPDR Series Trust
2.8%
VYM2.7%
META2.6%IWD2.5%
ORCL2.3%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
AAPL Apple Inc. 13.3% Held
XLK Select Sector SPDR Tr 7.0% Added +12%
VBIL Vanguard Instl Index Fd 6.9% Added +53%
IWF iShares Tr 3.4% Held
MSFT Microsoft Corp 3.3% Added +13%VIG Vanguard Specialized Funds 3.1% Trimmed −46%
SCHD Schwab Strategic Tr 2.9% Added +824%
XAR SPDR Series Trust 2.8% Added +9%
VYM Vanguard Whitehall FDS 2.7% Added +6%
META Meta Platforms, Inc. 2.6% Added +3%IWD iShares Tr 2.5% Held
ORCL Oracle Corp 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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