PIAR LLC

Q2 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$174,050
Net value change ($000)
+45,599 (35.5%)
New positions
18
Sold out positions
7
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 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 12,405 408.2%
BE 6,209 157.6%
WDC 4,420 NEW
LITE 3,854 202.4%
CRWD 2,776 93.6%
FIX 2,335 89.1%
NBIS 2,321 316.6%
GLW 2,069 NEW
AMD 1,680 189.0%
STRL 1,442 136.2%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -2,729 -41.0%
PLTR -2,108 -51.2%
NOW -1,524 -53.6%
MSTR -1,108 -60.0%
VST -1,099 -66.7%
META -1,092 -14.4%
OKLO -991 -100.0%
MSFT -850 -35.1%
SPOT -446 -11.5%
CVNA -446 -25.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 12,742 (7.3% of total reported value)
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