Estate Counselors, LLC

Estate Counselors, LLC reported 92 holdings worth US$1.16B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Estate Counselors, LLC reported 92 holdings worth US$1.16B as of Jun 30, 2026. Largest: Charter Communications, Inc., Corebridge Financial Inc. and Sandisk Corporation. Filed Aug 7, 2026 (Form 13F).

Holdings
92
Value as reported
US$1.16B

The filing in full

CompanySharesValue as reported% of portfolio
Charter Communications, Inc.19,555US$2.78M0.24%
Corebridge Financial Inc.93,924US$2.69M0.23%
Sandisk Corporation1,115US$2.54M0.22%
Bloom Energy Corporation8,364US$2.53M0.22%
The Aes Corporation170KUS$2.49M0.21%
Annaly Capital Management Inc.108KUS$2.4M0.21%
Principal Financial Group Inc22,041US$2.38M0.20%
Micron Technology, Inc.2,048US$2.36M0.20%
Equitable Holdings, Inc.51,641US$2.27M0.19%
Western Digital Corporation3,545US$2.26M0.19%
Expand Energy Corporation24,244US$2.21M0.19%
Arch Capital Group Ltd.21,605US$2.1M0.18%
Metlife, Inc.23,915US$2.02M0.17%
Fidelity National Information Services, Inc.51,202US$1.99M0.17%
The Cigna Group7,153US$1.97M0.17%
Allstate Corporation (the)8,154US$1.94M0.17%
Synchrony Financial25,246US$1.92M0.17%
Everest Group, Ltd.5,198US$1.86M0.16%
Renaissancere Holdings Ltd.5,775US$1.83M0.16%
Ovintiv Inc. (de)34,638US$1.82M0.16%
News Corporation72,389US$1.8M0.15%
General Motors Company22,773US$1.76M0.15%
Lumentum Holdings Inc.2,044US$1.75M0.15%
Ciena Corporation3,442US$1.69M0.15%
Nvidia Corporation4,960US$992K0.09%
First Mid Bancshares, Inc.11,385US$548K0.05%
Pfizer, Inc.22,000US$530K0.05%
Alphabet Inc (google) Class C780US$279K0.02%
Eli Lilly And Company178US$213K0.02%
Agnc Investment Corp.0US$00.00%
Apa Corporation0US$00.00%
Coherent Corp.0US$00.00%
Comcast Corporation0US$00.00%
Comfort Systems Usa, Inc.0US$00.00%
Edison International0US$00.00%
Hp Inc.0US$00.00%
Teradyne, Inc.0US$00.00%

Source

View original at SEC

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