Goodman Advisory Group, LLC
Goodman Advisory Group, LLC reported 69 holdings worth US$435M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Goodman Advisory Group, LLC reported 69 holdings worth US$435M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$435M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,322 | US$17.8M | 4.1% |
| Nvidia Corporation | 86,923 | US$17.4M | 4.0% |
| Alphabet Inc (google) Class C | 44,735 | US$16M | 3.7% |
| Apple Inc | 42,107 | US$12.2M | 2.8% |
| Palo Alto Networks, Inc. | 31,051 | US$10.6M | 2.4% |
| Cboe Global Markets, Inc. | 40,028 | US$9.71M | 2.2% |
| Microsoft Corp. | 24,763 | US$9.24M | 2.1% |
| U.s. Bancorp | 151K | US$9.14M | 2.1% |
| Amazon.com, Inc. | 37,139 | US$8.85M | 2.0% |
| Broadcom Inc. | 21,732 | US$8.21M | 1.9% |
| Arista Networks, Inc. | 34,302 | US$5.83M | 1.3% |
| Amphenol Corporation | 27,796 | US$4.9M | 1.1% |
| Visa Inc. | 11,694 | US$4.01M | 0.92% |
| Meta Platforms, Inc. | 7,120 | US$4.01M | 0.92% |
| Diamondback Energy, Inc. | 21,747 | US$3.82M | 0.88% |
| Transdigm Group Inc. | 2,857 | US$3.81M | 0.87% |
| Synopsys, Inc. | 8,419 | US$3.76M | 0.86% |
| Banco Bilbao Vizcaya Argentaria, S.a. | 142K | US$3.56M | 0.82% |
| Lam Research Corporation | 7,978 | US$3.46M | 0.79% |
| Cme Group Inc. | 15,237 | US$3.36M | 0.77% |
| Texas Instruments Incorporated | 10,838 | US$3.23M | 0.74% |
| Micron Technology, Inc. | 2,612 | US$3.02M | 0.69% |
| Ge Vernova Inc. | 1,597 | US$1.88M | 0.43% |
| Servicenow, Inc. | 18,326 | US$1.82M | 0.42% |
| Cadence Design Systems, Inc. | 4,648 | US$1.74M | 0.40% |
| Eli Lilly And Company | 460 | US$552K | 0.13% |
| Cisco Systems, Inc. | 4,101 | US$482K | 0.11% |
| Mercadolibre, Inc. | 245 | US$416K | 0.10% |
| Mastercard Incorporated | 773 | US$397K | 0.09% |
| Costco Wholesale Corporation | 419 | US$392K | 0.09% |
| Advanced Micro Devices Inc | 489 | US$284K | 0.07% |
| Ametek, Inc. | 1,166 | US$282K | 0.06% |
| Exxon Mobil Corporation | 1,550 | US$212K | 0.05% |
| Equinox Gold Corp. | 18,495 | US$180K | 0.04% |
| Purecycle Technologies, Inc. | 11,050 | US$89,616 | 0.02% |
| Hubspot, Inc. | 0 | US$0 | 0.00% |
| Innodata Inc. | 0 | US$0 | 0.00% |
| Insulet Corporation | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Ionq, Inc. | 0 | US$0 | 0.00% |
| Iqvia Holdings, Inc. | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Kontoor Brands, Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Mondelez International, Inc. | 0 | US$0 | 0.00% |
| Motorola Solutions, Inc. | 0 | US$0 | 0.00% |
| Msci Inc. | 0 | US$0 | 0.00% |
| Murphy Usa Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Newmont Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Omnicom Group Inc. | 0 | US$0 | 0.00% |
| Ondas Inc | 0 | US$0 | 0.00% |
| Otter Tail Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Pnc Financial Services Group, Inc. (the) | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Reddit, Inc. | 0 | US$0 | 0.00% |
| Rigetti Computing, Inc. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Sanofi Sa | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Toast, Inc. | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
| Valley National Bancorp | 0 | US$0 | 0.00% |
| Veeva Systems Inc. | 0 | US$0 | 0.00% |
| Veralto Corp | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Vertex Pharmaceuticals Incorporated | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
| Viatris Inc. | 0 | US$0 | 0.00% |
| Westinghouse Air Brake Technologies Corporation | 0 | US$0 | 0.00% |
| Williams-sonoma, Inc. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Affiliated Managers Group, Inc. | 0 | US$0 | 0.00% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Archer Aviation Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
| Banco Santander, S.a. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
| Blue Owl Capital Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Colgate-palmolive Company | 0 | US$0 | 0.00% |
Every holding of Goodman Advisory Group, LLC
Source
View original at SEC
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