Cauble & Harre Wealth Management, Inc.

Cauble & Harre Wealth Management, Inc. reported 72 holdings worth US$125M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Cauble & Harre Wealth Management, Inc. reported 72 holdings worth US$125M as of Jun 30, 2026. Largest: Microsoft Corp., Farmland Partners Inc. and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
72
Value as reported
US$125M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.5,410US$2.02M1.6%
Farmland Partners Inc.190KUS$1.84M1.5%
Nvidia Corporation7,715US$1.54M1.2%
Caterpillar, Inc.1,362US$1.45M1.2%
Alphabet Inc (google) Class C3,728US$1.33M1.1%
Cisco Systems, Inc.10,605US$1.25M1.00%
Paypal Holdings, Inc.25,089US$1.08M0.87%
Apple Inc3,182US$921K0.74%
Enovix Corporation131KUS$796K0.64%
Mastercard Incorporated1,312US$674K0.54%
Berkshire Hathaway Inc.1,218US$609K0.49%
Commerce Bancshares, Inc.9,472US$547K0.44%
Northern Trust Corporation2,961US$517K0.41%
Jp Morgan Chase & Co.1,562US$511K0.41%
Southern Copper Corporation2,814US$490K0.39%
O'reilly Automotive, Inc.5,280US$486K0.39%
Adobe Inc.2,305US$473K0.38%
Johnson & Johnson1,841US$468K0.38%
Merck & Company, Inc.3,262US$422K0.34%
Newmont Corporation4,581US$334K0.27%
Abbvie Inc.1,327US$334K0.27%
Novartis Ag2,085US$327K0.26%
Abbott Laboratories3,229US$293K0.24%
Ge Aerospace768US$287K0.23%
Oracle Corporation1,954US$286K0.23%
Amazon.com, Inc.1,028US$245K0.20%
Idexx Laboratories, Inc.464US$244K0.20%
Ge Vernova Inc.192US$226K0.18%
Enbridge Inc.4,016US$218K0.17%
Exxon Mobil Corporation0US$00.00%
Pfizer, Inc.0US$00.00%

Source

View original at SEC

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