DiPaolo Financial Group, Inc. reported 47 holdings worth US$153M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
DiPaolo Financial Group, Inc. reported 47 holdings worth US$153M as of Jun 30, 2026. Largest: Apple Inc, Tesla, Inc. and Nextera Energy, Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$153M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,164 | US$1.49M | 0.98% |
| Tesla, Inc. | 3,552 | US$1.49M | 0.98% |
| Nextera Energy, Inc. | 6,490 | US$570K | 0.37% |
| Microsoft Corp. | 1,401 | US$523K | 0.34% |
| Berkshire Hathaway Inc. | 1,006 | US$503K | 0.33% |
| Ball Corporation | 7,932 | US$495K | 0.32% |
| Amazon.com, Inc. | 1,595 | US$380K | 0.25% |
| Nvidia Corporation | 1,783 | US$357K | 0.23% |
| Alphabet Inc (google) Class C | 891 | US$318K | 0.21% |
| Eli Lilly And Company | 255 | US$306K | 0.20% |
| Johnson & Johnson | 1,193 | US$303K | 0.20% |
| Home Depot, Inc. (the) | 851 | US$300K | 0.20% |
| The Travelers Companies, Inc. | 890 | US$294K | 0.19% |
| Abbvie Inc. | 1,167 | US$294K | 0.19% |
| Emerson Electric Company | 1,910 | US$273K | 0.18% |
| Verizon Communications Inc. | 6,329 | US$268K | 0.18% |
| Jp Morgan Chase & Co. | 795 | US$260K | 0.17% |
| Meta Platforms, Inc. | 454 | US$256K | 0.17% |
| Procter & Gamble Company (the) | 1,530 | US$224K | 0.15% |
| Mcdonald's Corporation | 786 | US$213K | 0.14% |
| Bank Of America Corporation | 3,661 | US$209K | 0.14% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |