Curtis Advisory Group, LLC reported 117 holdings worth US$515M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Curtis Advisory Group, LLC reported 117 holdings worth US$515M as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Berkshire Hathaway Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$515M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 291K | US$58.1M | 11.3% |
| Amazon.com, Inc. | 114K | US$27.2M | 5.3% |
| Berkshire Hathaway Inc. | 12,537 | US$6.27M | 1.2% |
| Alphabet Inc (google) Class C | 15,637 | US$5.59M | 1.1% |
| Costco Wholesale Corporation | 5,317 | US$4.97M | 0.97% |
| Microsoft Corp. | 10,722 | US$4M | 0.78% |
| Apple Inc | 13,563 | US$3.92M | 0.76% |
| Broadcom Inc. | 9,243 | US$3.49M | 0.68% |
| Home Depot, Inc. (the) | 8,029 | US$2.83M | 0.55% |
| Jp Morgan Chase & Co. | 8,500 | US$2.78M | 0.54% |
| Meta Platforms, Inc. | 4,604 | US$2.59M | 0.50% |
| Visa Inc. | 6,130 | US$2.1M | 0.41% |
| Netflix, Inc. | 27,777 | US$1.98M | 0.39% |
| Amgen Inc. | 5,100 | US$1.85M | 0.36% |
| Exxon Mobil Corporation | 13,030 | US$1.78M | 0.35% |
| Chevron Corporation | 9,060 | US$1.5M | 0.29% |
| Asml Holding Nv | 720 | US$1.43M | 0.28% |
| Oracle Corporation | 8,994 | US$1.32M | 0.26% |
| Walmart Inc. | 8,975 | US$1.02M | 0.20% |
| Lockheed Martin Corporation | 1,880 | US$958K | 0.19% |
| Merck & Company, Inc. | 6,600 | US$848K | 0.16% |
| Qualcomm Incorporated | 4,100 | US$758K | 0.15% |
| Tesla, Inc. | 1,286 | US$541K | 0.11% |
| Coca-cola Company (the) | 6,200 | US$504K | 0.10% |
| Palantir Technologies Inc. | 3,000 | US$350K | 0.07% |
| 3m Company | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |