Constant Guidance Financial LLC
Constant Guidance Financial LLC reported 67 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Constant Guidance Financial LLC reported 67 holdings worth US$159M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Amazon.com, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 54,572 | US$27.3M | 17.2% |
| Apple Inc | 20,166 | US$5.84M | 3.7% |
| Amazon.com, Inc. | 15,842 | US$3.78M | 2.4% |
| Bank Of America Corporation | 58,435 | US$3.33M | 2.1% |
| Duke Energy Corporation (holding Company) | 21,780 | US$2.76M | 1.7% |
| Alphabet Inc (google) Class C | 7,214 | US$2.58M | 1.6% |
| Walt Disney Company (the) | 24,001 | US$2.31M | 1.5% |
| Nvidia Corporation | 10,860 | US$2.17M | 1.4% |
| Charles Schwab Corporation (the) | 22,663 | US$2.09M | 1.3% |
| Dominion Energy, Inc. | 28,355 | US$1.94M | 1.2% |
| Home Depot, Inc. (the) | 5,269 | US$1.86M | 1.2% |
| Booking Holdings Inc. Common Stock | 9,710 | US$1.73M | 1.1% |
| Southern Company (the) | 17,120 | US$1.64M | 1.0% |
| Netflix, Inc. | 21,093 | US$1.51M | 0.95% |
| Verizon Communications Inc. | 35,123 | US$1.49M | 0.93% |
| Broadcom Inc. | 3,846 | US$1.45M | 0.91% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,030 | US$1.45M | 0.91% |
| Constellation Energy Corporation | 5,352 | US$1.33M | 0.83% |
| Merck & Company, Inc. | 9,440 | US$1.21M | 0.76% |
| Eversource Energy (d/b/a) | 16,349 | US$1.18M | 0.74% |
| Kinder Morgan, Inc. | 36,500 | US$1.17M | 0.73% |
| Southwest Airlines Company | 21,857 | US$1.12M | 0.71% |
| Edison International | 14,800 | US$1.1M | 0.69% |
| Microsoft Corp. | 2,905 | US$1.08M | 0.68% |
| Abbvie Inc. | 4,249 | US$1.07M | 0.67% |
| Hp Inc. | 45,251 | US$993K | 0.62% |
| Prologis, Inc. | 7,268 | US$985K | 0.62% |
| Thermo Fisher Scientific Inc | 1,926 | US$966K | 0.61% |
| Jp Morgan Chase & Co. | 2,802 | US$917K | 0.58% |
| Realty Income Corporation | 13,802 | US$855K | 0.54% |
| Procter & Gamble Company (the) | 5,308 | US$778K | 0.49% |
| Meta Platforms, Inc. | 1,233 | US$695K | 0.44% |
| T-mobile Us, Inc. | 4,090 | US$686K | 0.43% |
| Lowe's Companies, Inc. | 2,995 | US$660K | 0.41% |
| Exxon Mobil Corporation | 3,883 | US$531K | 0.33% |
| Vertex Pharmaceuticals Incorporated | 1,061 | US$527K | 0.33% |
| Philip Morris International Inc | 2,905 | US$526K | 0.33% |
| At&t Inc. | 22,107 | US$458K | 0.29% |
| Amgen Inc. | 1,156 | US$419K | 0.26% |
| Altria Group, Inc. | 5,609 | US$404K | 0.25% |
| Mcdonald's Corporation | 1,152 | US$311K | 0.20% |
| Pnc Financial Services Group, Inc. (the) | 1,170 | US$288K | 0.18% |
| Pepsico, Inc. | 2,125 | US$288K | 0.18% |
| First Solar, Inc. | 1,218 | US$287K | 0.18% |
| Honeywell International Inc. | 1,107 | US$248K | 0.16% |
| Comcast Corporation | 9,400 | US$231K | 0.14% |
| Tg Therapeutics, Inc. | 4,190 | US$230K | 0.14% |
| Nextera Energy, Inc. | 2,403 | US$211K | 0.13% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Dell Technologies Inc. | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| The Travelers Companies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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