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Q2 2026 13F-HR Holdings

Location
New Philadelphia, OH
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
167
Total value ($000)
$319,941
Net value change ($000)
+38,846 (13.8%)
New positions
16
Sold out positions
1
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 3,636 242.9%
VEA 2,964 16.7%
IWF 2,397 16.2%
IWD 1,672 13.8%
LLY 1,523 28.7%
IVW 1,356 21.8%
AAPL 1,307 14.6%
NVDA 1,211 15.0%
CAT 1,192 49.0%
VWO 1,188 14.2%
Top Reduces (Value $000, Stocks/ETFs)
SLV -638 -21.5%
XOM -534 -20.2%
HON -499 -100.0%
WMT -398 -17.2%
GLD -323 -14.4%
NOC -301 -35.0%
CVX -262 -17.9%
MCD -219 -12.8%
IBIT -216 -13.3%
ETHA -215 -24.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type