Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC reported 51 holdings worth US$138M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Antonelli Financial Advisors, LLC reported 51 holdings worth US$138M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 51
- Value as reported
- US$138M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 44,925 | US$15M | 10.8% |
| Alphabet Inc (google) Class C | 20,961 | US$7.15M | 5.2% |
| Jp Morgan Chase & Co. | 15,684 | US$5.19M | 3.8% |
| Amazon.com, Inc. | 16,982 | US$4.23M | 3.1% |
| Meta Platforms, Inc. | 5,674 | US$4.11M | 3.0% |
| Microsoft Corp. | 5,326 | US$2.73M | 2.0% |
| Applied Materials, Inc. | 4,714 | US$2.41M | 1.7% |
| Berkshire Hathaway Inc. | 3,441 | US$1.71M | 1.2% |
| Amgen Inc. | 3,149 | US$1.33M | 0.96% |
| Nvidia Corporation | 5,167 | US$1.18M | 0.85% |
| Costco Wholesale Corporation | 1,027 | US$935K | 0.68% |
| Nasdaq, Inc. | 9,124 | US$839K | 0.61% |
| Caterpillar, Inc. | 752 | US$610K | 0.44% |
| Stryker Corporation | 2,128 | US$586K | 0.42% |
| Dte Energy Company | 3,293 | US$401K | 0.29% |
| Micron Technology, Inc. | 375 | US$399K | 0.29% |
| Synopsys, Inc. | 731 | US$318K | 0.23% |
| Lowe's Companies, Inc. | 1,676 | US$309K | 0.22% |
| Tjx Companies, Inc. (the) | 2,059 | US$272K | 0.20% |
| Qualcomm Incorporated | 1,432 | US$264K | 0.19% |
| Dt Midstream, Inc. | 2,051 | US$245K | 0.18% |
| Procter & Gamble Company (the) | 1,650 | US$240K | 0.17% |
| Home Depot, Inc. (the) | 775 | US$220K | 0.16% |
| American Express Company | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |