account_balance
Investment manager · 13F filer · SEC CIK 2150492
Thompson David Blair
Reported value$200Mas of Jun 30, 2026
Positions212 56 new, 12 sold out
Top 10 weight21.8%NVDA alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
3.0%
Berkshire Hathaway Inc
AMZNAmazon.com Inc
2.5%
SPYSPDR S&P 500 ETF Trust
2.4%Trimmed −7%
AVGOBroadcom Inc.
2.1%Trimmed −19%
GOOGLAlphabet Inc.
2.1%Trimmed −3%
FCXFreeport-McMoRan Inc
1.8%Added +65%
AIQGlobal X FDS
1.7%New
GDXJVaneck ETF Trust
1.7%
IVViShares Tr
1.5%Trimmed −4%
MUMicron Technology Inc
1.5%Trimmed −51%
OIHVaneck ETF Trust
1.5%
NVDANVIDIA Corp
3.0%
AMZNAmazon.com Inc
2.5%
SPYSPDR S&P 500 ETF Trust
2.4%−7%
AVGOBroadcom Inc.
2.1%
GOOGLAlphabet Inc.
2.1%
FCXFreeport-McMoRan Inc
1.8%
AIQGlobal X FDS
1.7%
GDXJVaneck ETF Trust
1.7%
IVV1.5%
MU1.5%OIH1.5%
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 3.0% Held
Berkshire Hathaway Inc 3.0% Held
AMZN Amazon.com Inc 2.5% HeldSPY SPDR S&P 500 ETF Trust 2.4% Trimmed −7%AVGO Broadcom Inc. 2.1% Trimmed −19%GOOGL Alphabet Inc. 2.1% Trimmed −3%FCX Freeport-McMoRan Inc 1.8% Added +65%AIQ Global X FDS 1.7% New
GDXJ Vaneck ETF Trust 1.7% Held
IVV iShares Tr 1.5% Trimmed −4%
MU Micron Technology Inc 1.5% Trimmed −51%OIH Vaneck ETF Trust 1.5% Trimmed −57%
What changed
Biggest moves since Mar 31, 2026
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