Fjell Capital, LLC
Fjell Capital, LLC reported 84 holdings worth US$178M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Fjell Capital, LLC reported 84 holdings worth US$178M as of Sep 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$178M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 36,179 | US$8.26M | 4.6% |
| Alphabet Inc (google) Class C | 20,108 | US$6.91M | 3.9% |
| Apple Inc | 20,581 | US$6.85M | 3.8% |
| Microsoft Corp. | 12,569 | US$6.45M | 3.6% |
| Broadcom Inc. | 16,251 | US$5.71M | 3.2% |
| Amazon.com, Inc. | 20,967 | US$5.22M | 2.9% |
| Advanced Micro Devices Inc | 7,081 | US$4.33M | 2.4% |
| Kla Corporation | 21,229 | US$4.14M | 2.3% |
| Meta Platforms, Inc. | 4,704 | US$3.41M | 1.9% |
| Costco Wholesale Corporation | 3,377 | US$3.07M | 1.7% |
| Jp Morgan Chase & Co. | 8,090 | US$2.68M | 1.5% |
| Waste Management, Inc. | 10,407 | US$2.12M | 1.2% |
| Deere & Company | 2,900 | US$1.95M | 1.1% |
| Merck & Company, Inc. | 13,067 | US$1.9M | 1.1% |
| Chevron Corporation | 9,136 | US$1.87M | 1.0% |
| Intercontinental Exchange Inc. | 10,607 | US$1.61M | 0.90% |
| Caseys General Stores, Inc. | 2,492 | US$1.52M | 0.85% |
| Nextera Energy, Inc. | 19,990 | US$1.51M | 0.85% |
| Rtx Corporation | 8,016 | US$1.49M | 0.83% |
| Blackstone Inc. | 11,793 | US$1.32M | 0.74% |
| Crowdstrike Holdings, Inc. | 4,532 | US$1.2M | 0.67% |
| Ares Management Corporation | 10,314 | US$1.2M | 0.67% |
| Micron Technology, Inc. | 817 | US$870K | 0.49% |
| Applied Materials, Inc. | 1,582 | US$809K | 0.45% |
| Home Depot, Inc. (the) | 2,786 | US$792K | 0.44% |
| Marsh | 4,478 | US$765K | 0.43% |
| Union Pacific Corporation | 2,303 | US$627K | 0.35% |
| Caterpillar, Inc. | 754 | US$611K | 0.34% |
| Danaher Corporation | 2,645 | US$586K | 0.33% |
| Kinder Morgan, Inc. | 16,636 | US$502K | 0.28% |
| Southern Company (the) | 5,971 | US$495K | 0.28% |
| Salesforce, Inc. | 2,011 | US$462K | 0.26% |
| Asml Holding Nv | 241 | US$437K | 0.24% |
| Enterprise Products Partners L.p. | 11,565 | US$412K | 0.23% |
| Kkr & Co. Inc. | 3,720 | US$340K | 0.19% |
| Lowe's Companies, Inc. | 1,564 | US$288K | 0.16% |
| U.s. Bancorp | 4,506 | US$260K | 0.15% |
| Berkshire Hathaway Inc. | 509 | US$253K | 0.14% |
| Netflix, Inc. | 3,364 | US$234K | 0.13% |
| Adobe Inc. | 877 | US$210K | 0.12% |
Source
View original at SEC
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