Cosner Financial Group, LLC reported 37 holdings worth US$195M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Cosner Financial Group, LLC reported 37 holdings worth US$195M as of Jun 30, 2026. Largest: Chevron Corporation, Danaher Corporation and Ge Aerospace. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$195M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Chevron Corporation | 20,941 | US$3.47M | 1.8% |
| Danaher Corporation | 2,808 | US$535K | 0.27% |
| Ge Aerospace | 1,005 | US$376K | 0.19% |
| Newmont Corporation | 3,454 | US$323K | 0.17% |
| Ge Vernova Inc. | 252 | US$296K | 0.15% |
| Walmart Inc. | 2,488 | US$282K | 0.14% |
| Visa Inc. | 640 | US$220K | 0.11% |