Amicus Financial Advisors, LLC

Amicus Financial Advisors, LLC reported 95 holdings worth US$407M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

Amicus Financial Advisors, LLC reported 95 holdings worth US$407M as of Jun 30, 2026. Largest: Eaglerock Land, Llc, Chevron Corporation and Blackbaud, Inc. Filed Jul 20, 2026 (Form 13F).

Holdings
95
Value as reported
US$407M

The filing in full

CompanySharesValue as reported% of portfolio
Eaglerock Land, Llc189KUS$4.02M0.99%
Chevron Corporation7,198US$1.19M0.29%
Blackbaud, Inc.23,365US$692K0.17%
Amazon.com, Inc.1,974US$470K0.12%
Kla Corporation1,417US$427K0.11%
Microsoft Corp.1,095US$409K0.10%
Apple Inc1,389US$402K0.10%
Walmart Inc.2,856US$323K0.08%
Meta Platforms, Inc.567US$319K0.08%
Celsius Holdings, Inc.8,704US$255K0.06%
Advanced Micro Devices Inc438US$254K0.06%
E.l.f. Beauty, Inc.3,292US$244K0.06%
American Healthcare Reit, Inc.4,375US$228K0.06%
Servicenow, Inc.2,047US$203K0.05%
The Honest Company, Inc.0US$00.00%
Eog Resources, Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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