Camarda Financial Advisors, LLC
Camarda Financial Advisors, LLC reported 122 holdings worth US$331M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Camarda Financial Advisors, LLC reported 122 holdings worth US$331M as of Jun 30, 2026. Largest: Lam Research Corporation, Kla Corporation and Advanced Micro Devices Inc. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$331M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 29,136 | US$12.6M | 3.8% |
| Kla Corporation | 36,714 | US$11.1M | 3.4% |
| Advanced Micro Devices Inc | 15,729 | US$9.14M | 2.8% |
| Alphabet Inc (google) Class C | 24,167 | US$8.64M | 2.6% |
| Nvidia Corporation | 39,200 | US$7.84M | 2.4% |
| Apple Inc | 23,567 | US$6.82M | 2.1% |
| Palo Alto Networks, Inc. | 15,506 | US$5.29M | 1.6% |
| Applied Materials, Inc. | 6,494 | US$4.7M | 1.4% |
| Visa Inc. | 13,499 | US$4.63M | 1.4% |
| Ge Aerospace | 12,220 | US$4.57M | 1.4% |
| Caterpillar, Inc. | 4,280 | US$4.56M | 1.4% |
| Sandisk Corporation | 2,000 | US$4.55M | 1.4% |
| Micron Technology, Inc. | 3,854 | US$4.45M | 1.3% |
| Starbucks Corporation | 40,208 | US$4.11M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 4,024 | US$4.07M | 1.2% |
| Amazon.com, Inc. | 17,062 | US$4.07M | 1.2% |
| Jabil Inc. | 10,511 | US$4.05M | 1.2% |
| Western Digital Corporation | 6,272 | US$4.01M | 1.2% |
| Marriott International | 10,764 | US$3.99M | 1.2% |
| Coca-cola Company (the) | 48,469 | US$3.94M | 1.2% |
| Boeing Company (the) | 18,149 | US$3.93M | 1.2% |
| Marvell Technology, Inc. | 11,677 | US$3.48M | 1.1% |
| Oracle Corporation | 20,677 | US$3.03M | 0.92% |
| Tjx Companies, Inc. (the) | 19,565 | US$2.96M | 0.90% |
| Asml Holding Nv | 1,474 | US$2.93M | 0.89% |
| Datadog, Inc. | 7,254 | US$1.89M | 0.57% |
| Occidental Petroleum Corporation | 33,848 | US$1.64M | 0.50% |
| On Semiconductor Corporation | 16,280 | US$1.54M | 0.47% |
| Microsoft Corp. | 2,911 | US$1.09M | 0.33% |
| Rtx Corporation | 5,237 | US$994K | 0.30% |
| International Business Machines Corporation | 3,074 | US$864K | 0.26% |
| Tesla, Inc. | 1,428 | US$601K | 0.18% |
| Broadcom Inc. | 1,136 | US$429K | 0.13% |
| Jp Morgan Chase & Co. | 1,179 | US$386K | 0.12% |
| Eli Lilly And Company | 317 | US$380K | 0.12% |
| Mercadolibre, Inc. | 200 | US$339K | 0.10% |
| Procter & Gamble Company (the) | 2,297 | US$337K | 0.10% |
| Ge Vernova Inc. | 244 | US$287K | 0.09% |
| Exxon Mobil Corporation | 2,038 | US$279K | 0.08% |
| Comfort Systems Usa, Inc. | 139 | US$275K | 0.08% |
| Home Depot, Inc. (the) | 751 | US$265K | 0.08% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 548 | US$262K | 0.08% |
| Colgate-palmolive Company | 2,852 | US$261K | 0.08% |
| Intuitive Machines, Inc. | 12,000 | US$257K | 0.08% |
| Astera Labs, Inc. | 490 | US$237K | 0.07% |
| Aflac Incorporated | 2,014 | US$236K | 0.07% |
| Costco Wholesale Corporation | 236 | US$221K | 0.07% |
| Ies Holdings, Inc. | 295 | US$217K | 0.07% |
| Meta Platforms, Inc. | 381 | US$215K | 0.06% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| General Dynamics Corporation | 0 | US$0 | 0.00% |
| Iradimed Corporation | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |
| Old Dominion Freight Line, Inc. | 0 | US$0 | 0.00% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Ross Stores, Inc. | 0 | US$0 | 0.00% |
| Take-two Interactive Software, Inc. | 0 | US$0 | 0.00% |
| Barrick Mining Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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