Deane Retirement Strategies, Inc.

Deane Retirement Strategies, Inc. reported 53 holdings worth US$244M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Deane Retirement Strategies, Inc. reported 53 holdings worth US$244M as of Sep 30, 2026. Largest: Chevron Corporation, Alphabet Inc (google) Class C and Salesforce, Inc. Filed Oct 9, 2026 (Form 13F).

Holdings
53
Value as reported
US$244M

The filing in full

CompanySharesValue as reported% of portfolio
Chevron Corporation40,076US$8.18M3.4%
Alphabet Inc (google) Class C20,315US$6.99M2.9%
Salesforce, Inc.30,356US$6.96M2.9%
Amazon.com, Inc.27,855US$6.94M2.8%
Microsoft Corp.12,703US$6.51M2.7%
Servicenow, Inc.48,359US$6.47M2.7%
Johnson & Johnson21,847US$5.79M2.4%
Mckesson Corporation6,659US$5.69M2.3%
Visa Inc.15,558US$5.59M2.3%
Adobe Inc.23,214US$5.56M2.3%
Union Pacific Corporation18,919US$5.15M2.1%
Procter & Gamble Company (the)35,078US$5.1M2.1%
Cisco Systems, Inc.46,221US$4.97M2.0%
Mondelez International, Inc.82,227US$4.76M1.9%
Eog Resources, Inc.33,968US$4.68M1.9%
Ge Vernova Inc.4,852US$4.61M1.9%
Cf Industries Holdings, Inc.39,774US$4.58M1.9%
Factset Research Systems Inc.16,229US$4.38M1.8%
Texas Instruments Incorporated13,476US$3.78M1.5%
Jp Morgan Chase & Co.8,248US$2.73M1.1%
Wells Fargo & Company33,980US$2.72M1.1%
Caterpillar, Inc.3,266US$2.65M1.1%
American Express Company8,059US$2.45M1.0%
Zoetis Inc.31,172US$2.18M0.89%
Valero Energy Corporation167US$64,7310.03%
Amgen Inc.100US$42,1510.02%
Purecycle Technologies, Inc.4,765US$21,014<0.01%
Dow Inc.437US$12,035<0.01%
Broadcom Inc.0US$00.00%
Hca Healthcare, Inc.0US$00.00%
Netflix, Inc.0US$00.00%
Newmont Corporation0US$00.00%
The Trade Desk, Inc.0US$00.00%
Tjx Companies, Inc. (the)0US$00.00%

Source

View original at SEC

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