Clay Northam Wealth Management, LLC
Clay Northam Wealth Management, LLC reported 109 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Clay Northam Wealth Management, LLC reported 109 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 51,234 | US$14.8M | 7.3% |
| Alphabet Inc (google) Class C | 41,005 | US$14.7M | 7.2% |
| Amazon.com, Inc. | 52,844 | US$12.6M | 6.2% |
| Nvidia Corporation | 36,420 | US$7.29M | 3.6% |
| Crowdstrike Holdings, Inc. | 8,208 | US$6.26M | 3.1% |
| Microsoft Corp. | 14,203 | US$5.3M | 2.6% |
| Tesla, Inc. | 12,420 | US$5.22M | 2.6% |
| Meta Platforms, Inc. | 6,090 | US$3.43M | 1.7% |
| Digitalocean Holdings, Inc. | 21,511 | US$3.38M | 1.7% |
| Astera Labs, Inc. | 3,853 | US$1.86M | 0.92% |
| Ardelyx, Inc. | 334K | US$1.7M | 0.84% |
| Applied Materials, Inc. | 1,959 | US$1.42M | 0.70% |
| Mercadolibre, Inc. | 676 | US$1.15M | 0.56% |
| Palantir Technologies Inc. | 9,235 | US$1.08M | 0.53% |
| Berkshire Hathaway Inc. | 1,914 | US$958K | 0.47% |
| Walmart Inc. | 8,214 | US$930K | 0.46% |
| Vertiv Holdings, Llc | 2,455 | US$822K | 0.40% |
| Jp Morgan Chase & Co. | 2,447 | US$801K | 0.39% |
| Caterpillar, Inc. | 681 | US$725K | 0.36% |
| Shopify Inc. | 5,796 | US$662K | 0.33% |
| Advanced Micro Devices Inc | 1,072 | US$623K | 0.31% |
| Micron Technology, Inc. | 453 | US$523K | 0.26% |
| Roku, Inc. | 3,766 | US$520K | 0.26% |
| Costco Wholesale Corporation | 517 | US$484K | 0.24% |
| Cisco Systems, Inc. | 3,866 | US$454K | 0.22% |
| Texas Instruments Incorporated | 1,376 | US$410K | 0.20% |
| Nextera Energy, Inc. | 4,630 | US$406K | 0.20% |
| Bank Of America Corporation | 6,532 | US$372K | 0.18% |
| Home Depot, Inc. (the) | 904 | US$319K | 0.16% |
| Eli Lilly And Company | 265 | US$318K | 0.16% |
| Boeing Company (the) | 1,462 | US$316K | 0.16% |
| Healthcare Realty Trust Incorporated | 15,581 | US$314K | 0.15% |
| Globalstar, Inc. | 3,626 | US$295K | 0.15% |
| Netflix, Inc. | 4,108 | US$293K | 0.14% |
| Exxon Mobil Corporation | 2,072 | US$283K | 0.14% |
| Parker-hannifin Corporation | 277 | US$271K | 0.13% |
| Johnson & Johnson | 1,049 | US$266K | 0.13% |
| Lowe's Companies, Inc. | 1,130 | US$249K | 0.12% |
| Applovin Corporation | 438 | US$226K | 0.11% |
| Waste Management, Inc. | 1,000 | US$223K | 0.11% |
| Verizon Communications Inc. | 5,242 | US$222K | 0.11% |
| Consolidated Edison, Inc. | 2,000 | US$221K | 0.11% |
| Prudential Financial, Inc. | 2,018 | US$218K | 0.11% |
| Mcdonald's Corporation | 803 | US$217K | 0.11% |
| Zoom Communications, Inc. | 2,430 | US$210K | 0.10% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
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