Bellwether Advisors, LLC

Bellwether Advisors, LLC reported 168 holdings worth US$675M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Bellwether Advisors, LLC reported 168 holdings worth US$675M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Abbvie Inc. and Micron Technology, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
168
Value as reported
US$675M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.28,442US$14.2M2.1%
Abbvie Inc.29,305US$7.37M1.1%
Micron Technology, Inc.5,843US$6.74M1.00%
Western Digital Corporation10,536US$6.73M1.00%
United Rentals, Inc.5,843US$6.62M0.98%
Hewlett Packard Enterprise Company121KUS$5.46M0.81%
Broadcom Inc.13,211US$4.99M0.74%
Corning Incorporated17,060US$4.36M0.65%
Alphabet Inc (google) Class C11,027US$3.94M0.58%
Emcor Group, Inc.4,432US$3.68M0.54%
Sandisk Corporation1,539US$3.5M0.52%
Curtiss-wright Corporation4,553US$3.45M0.51%
Humana Inc.8,660US$3.44M0.51%
Intel Corporation24,556US$3.43M0.51%
Eli Lilly And Company2,793US$3.35M0.50%
Dell Technologies Inc.7,359US$3.18M0.47%
Microsoft Corp.8,465US$3.16M0.47%
Unitedhealth Group Incorporated7,404US$3.08M0.46%
Keysight Technologies Inc.8,092US$2.83M0.42%
Meta Platforms, Inc.4,490US$2.53M0.37%
Quanta Services, Inc.3,393US$2.44M0.36%
Comfort Systems Usa, Inc.1,230US$2.44M0.36%
Amazon.com, Inc.9,141US$2.18M0.32%
Apple Inc7,490US$2.17M0.32%
Abbott Laboratories21,000US$1.91M0.28%
Tesla, Inc.4,486US$1.89M0.28%
Reddit, Inc.9,865US$1.71M0.25%
Ebay Inc.14,313US$1.6M0.24%
Cardinal Health, Inc.6,646US$1.58M0.23%
Expedia Group, Inc.6,103US$1.56M0.23%
Costco Wholesale Corporation1,642US$1.54M0.23%
The Cigna Group5,541US$1.53M0.23%
Netflix, Inc.21,224US$1.52M0.22%
Echostar Corporation14,747US$1.5M0.22%
Lam Research Corporation3,445US$1.49M0.22%
T-mobile Us, Inc.8,824US$1.48M0.22%
Cummins Inc.2,044US$1.46M0.22%
United Therapeutics Corporation2,669US$1.45M0.21%
Marriott International3,867US$1.43M0.21%
Caterpillar, Inc.1,324US$1.41M0.21%
Booking Holdings Inc. Common Stock7,887US$1.41M0.21%
Ge Vernova Inc.1,194US$1.4M0.21%
Marvell Technology, Inc.4,642US$1.38M0.20%
Tjx Companies, Inc. (the)8,228US$1.25M0.18%
Nucor Corporation5,367US$1.2M0.18%
Northrop Grumman Corporation2,288US$1.17M0.17%
Freeport-mcmoran, Inc.18,460US$1.16M0.17%
Steel Dynamics, Inc.4,946US$1.13M0.17%
Dow Inc.39,803US$1.09M0.16%
Nvidia Corporation5,293US$1.06M0.16%
Ast Spacemobile, Inc.9,549US$849K0.13%
Sherwin-williams Company (the)1,849US$637K0.09%
Oracle Corporation4,326US$634K0.09%
Fastenal Company10,588US$509K0.08%
United Airlines Holdings, Inc.2,416US$329K0.05%
Cisco Systems, Inc.2,790US$328K0.05%
American Express Company954US$323K0.05%
Exxon Mobil Corporation2,278US$311K0.05%
Union Pacific Corporation1,109US$302K0.04%
At&t Inc.14,244US$295K0.04%
Visa Inc.824US$283K0.04%
W.w. Grainger, Inc.190US$258K0.04%
Werner Enterprises, Inc.5,784US$252K0.04%
Fs Kkr Capital Corp.21,176US$222K0.03%
Charles Schwab Corporation (the)2,288US$211K0.03%
Advanced Micro Devices Inc353US$205K0.03%
Microvision, Inc.10,000US$3,270<0.01%
Reliance, Inc.0US$00.00%
Southern Copper Corporation0US$00.00%
Southwest Airlines Company0US$00.00%
Tapestry, Inc.0US$00.00%
Teradyne, Inc.0US$00.00%
Viking Holdings Ltd0US$00.00%
Walmart Inc.0US$00.00%
Blackrock, Inc.0US$00.00%
Bristol-myers Squibb Company0US$00.00%
Caseys General Stores, Inc.0US$00.00%
Cincinnati Financial Corporation0US$00.00%
Citizens Financial Group, Inc.0US$00.00%
Cme Group Inc.0US$00.00%
Conocophillips0US$00.00%
Darden Restaurants, Inc.0US$00.00%
Deere & Company0US$00.00%
Dollar General Corporation0US$00.00%
Dollar Tree, Inc.0US$00.00%
Ge Aerospace0US$00.00%
Goldman Sachs Group, Inc. (the)0US$00.00%
Hca Healthcare, Inc.0US$00.00%
Home Depot, Inc. (the)0US$00.00%
Howmet Aerospace Inc.0US$00.00%
Huntington Bancshares Incorporated0US$00.00%
International Paper Company0US$00.00%
Jp Morgan Chase & Co.0US$00.00%
L3harris Technologies, Inc.0US$00.00%
Lockheed Martin Corporation0US$00.00%
Loews Corporation0US$00.00%
Monolithic Power Systems, Inc.0US$00.00%
On Semiconductor Corporation0US$00.00%
Palantir Technologies Inc.0US$00.00%
Parker-hannifin Corporation0US$00.00%

Source

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