account_balance
Investment manager · 13F filer · SEC CIK 2164865
Johnson Dunn Capital Advisors Inc
Reported value$140Mas of Sep 30, 2026
Positions156
Top 10 weight26.0%NVDA alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
NVDANVIDIA Corp
4.3%
AAPLApple Inc.
2.9%
GOOGAlphabet Inc.
2.7%
QQQInvesco QQQ Tr
2.5%
IBMInternational Business Machines Corp
2.4%
AVGOBroadcom Inc.
2.4%
LRCXLam Research Corp
2.3%
METAMeta Platforms, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
VGTVanguard Information Technology Index Fund ETF Shares
2.0%
ORCLOracle Corp
1.9%
AMZNAmazon.com Inc
1.8%
NVDANVIDIA Corp
4.3%
AAPLApple Inc.
2.9%
GOOGAlphabet Inc.
2.7%
QQQInvesco QQQ Tr
2.5%
IBMInternational Business Machines Corp
2.4%
AVGOBroadcom Inc.
2.4%
LRCXLam Research Corp
2.3%
METAMeta Platforms, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
VGTVanguard Information Technology Index Fund ETF Shares
2.0%
ORCLOracle Corp
1.9%
AMZNAmazon.com Inc
1.8%
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 4.3% AAPL Apple Inc. 2.9% GOOG Alphabet Inc. 2.7%
QQQ Invesco QQQ Tr 2.5%
IBM International Business Machines Corp 2.4% AVGO Broadcom Inc. 2.4% LRCX Lam Research Corp 2.3% META Meta Platforms, Inc. 2.3% MSFT Microsoft Corp 2.3% VGT Vanguard Information Technology Index Fund ETF Shares 2.0%
ORCL Oracle Corp 1.9% AMZN Amazon.com Inc 1.8% Free weekly email
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