account_balance

Investment manager · 13F filer · SEC CIK 2149795

Markowski Investments

Reported value$448Mas of Sep 30, 2026
Positions694 101 new, 25 sold out
Top 10 weight48.1%SPYG alone is 8%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYG State Street SPDR Portfolio S&P 500 Growthetf 8.4% Held
VGT Vanguard Information Technology Index Fund ETF Shares 6.8% Held
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 5.6% Held
VYM Vanguard High Dividend Yield Index Fund ETF Shares 5.0% Held
AAPL Apple Inc. 4.5% Trimmed −10%
JAAA Janus Henderson Aaa Clo ETF 4.4% Trimmed −4%
PFF iShares Preferred and Income Securities ETF 3.6% Held
XSMO Invesco S & P Smlcp Momentm ETF 3.6% Held
VYMI Vanguard International High Dividend Yield Index Fund ETF Shares 3.1% Added +2%
JBBB Janus Henderson B-BBB Clo ETF 3.1% Added +2%
CGMS Capital Group U.S. Multi-Sector Income ETF 2.9% Added +3%
GPIQ Goldman Sachs Nasdaq-100premium Income ETF 2.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • MU +31%
  • PCMM +13%
  • ENB +11%
  • GPIQ +4%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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