Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC reported 65 holdings worth US$102M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Englebert Financial Advisers, LLC reported 65 holdings worth US$102M as of Jun 30, 2026. Largest: Broadcom Inc., Draftkings Inc. and Johnson & Johnson. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$102M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 5,071 | US$1.92M | 1.9% |
| Draftkings Inc. | 67,340 | US$1.7M | 1.7% |
| Johnson & Johnson | 5,478 | US$1.39M | 1.4% |
| Apple Inc | 4,223 | US$1.22M | 1.2% |
| Air Products And Chemicals, Inc. | 4,067 | US$1.19M | 1.2% |
| Intel Corporation | 8,004 | US$1.12M | 1.1% |
| Microsoft Corp. | 2,772 | US$1.03M | 1.0% |
| Arthur J. Gallagher & Co. | 3,809 | US$874K | 0.86% |
| Western Digital Corporation | 1,248 | US$797K | 0.78% |
| Solventum Corporation | 9,857 | US$760K | 0.75% |
| Unitedhealth Group Incorporated | 1,564 | US$650K | 0.64% |
| Abbvie Inc. | 2,308 | US$581K | 0.57% |
| Howmet Aerospace Inc. | 2,088 | US$561K | 0.55% |
| Comfort Systems Usa, Inc. | 281 | US$557K | 0.55% |
| Bloom Energy Corporation | 1,775 | US$537K | 0.53% |
| Ge Healthcare Technologies Inc. | 7,829 | US$501K | 0.49% |
| Jp Morgan Chase & Co. | 1,430 | US$468K | 0.46% |
| Viking Therapeutics, Inc. | 11,699 | US$456K | 0.45% |
| Praxis Precision Medicines, Inc. | 1,306 | US$437K | 0.43% |
| Elevance Health, Inc. | 1,080 | US$418K | 0.41% |
| Ciena Corporation | 714 | US$350K | 0.34% |
| Ppl Corporation | 8,767 | US$319K | 0.31% |
| Merck & Company, Inc. | 2,373 | US$305K | 0.30% |
| Caterpillar, Inc. | 243 | US$259K | 0.25% |
| Exxon Mobil Corporation | 1,831 | US$250K | 0.25% |
| Natural Resource Partners Lp Limited Partnership | 2,504 | US$243K | 0.24% |
| Robinhood Markets, Inc. | 2,332 | US$234K | 0.23% |
| Csx Corporation | 4,823 | US$229K | 0.23% |
| Cisco Systems, Inc. | 1,891 | US$222K | 0.22% |
| Alphabet Inc (google) Class C | 609 | US$218K | 0.21% |
| Vertex Pharmaceuticals Incorporated | 428 | US$213K | 0.21% |
| Parker-hannifin Corporation | 211 | US$206K | 0.20% |
| Nvidia Corporation | 624 | US$125K | 0.12% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Pacs Group, Inc. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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