Greystone Financial Group, LLC
Greystone Financial Group, LLC reported 74 holdings worth US$358M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Greystone Financial Group, LLC reported 74 holdings worth US$358M as of Jun 30, 2026. Largest: Broadcom Inc., Apple Inc and Jp Morgan Chase & Co. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$358M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 34,297 | US$13M | 3.6% |
| Apple Inc | 37,764 | US$10.9M | 3.1% |
| Jp Morgan Chase & Co. | 29,508 | US$9.66M | 2.7% |
| Amgen Inc. | 25,542 | US$9.25M | 2.6% |
| Simon Property Group, Inc. | 40,276 | US$9.01M | 2.5% |
| Micron Technology, Inc. | 7,755 | US$8.95M | 2.5% |
| Morgan Stanley | 42,431 | US$8.87M | 2.5% |
| The Bank Of New York Mellon Corporation | 60,065 | US$8.69M | 2.4% |
| Nvidia Corporation | 42,534 | US$8.51M | 2.4% |
| Crowdstrike Holdings, Inc. | 9,981 | US$7.62M | 2.1% |
| Waste Management, Inc. | 33,955 | US$7.57M | 2.1% |
| Duke Energy Corporation (holding Company) | 59,290 | US$7.5M | 2.1% |
| Lockheed Martin Corporation | 14,719 | US$7.5M | 2.1% |
| Servicenow, Inc. | 72,446 | US$7.19M | 2.0% |
| Cisco Systems, Inc. | 61,118 | US$7.18M | 2.0% |
| Walmart Inc. | 62,610 | US$7.09M | 2.0% |
| Emerson Electric Company | 48,917 | US$7M | 2.0% |
| Tjx Companies, Inc. (the) | 45,611 | US$6.91M | 1.9% |
| Thermo Fisher Scientific Inc | 13,632 | US$6.83M | 1.9% |
| International Business Machines Corporation | 24,141 | US$6.79M | 1.9% |
| Microsoft Corp. | 18,050 | US$6.73M | 1.9% |
| Starbucks Corporation | 62,211 | US$6.36M | 1.8% |
| Amazon.com, Inc. | 25,506 | US$6.08M | 1.7% |
| Meta Platforms, Inc. | 10,051 | US$5.66M | 1.6% |
| Chevron Corporation | 34,074 | US$5.65M | 1.6% |
| Coca-cola Company (the) | 69,491 | US$5.65M | 1.6% |
| Texas Instruments Incorporated | 17,215 | US$5.13M | 1.4% |
| Mcdonald's Corporation | 18,664 | US$5.05M | 1.4% |
| Mckesson Corporation | 6,555 | US$4.95M | 1.4% |
| Procter & Gamble Company (the) | 31,416 | US$4.61M | 1.3% |
| Fox Corporation | 66,821 | US$3.49M | 0.97% |
| Palo Alto Networks, Inc. | 3,136 | US$1.07M | 0.30% |
| American Express Company | 2,793 | US$945K | 0.26% |
| Advanced Micro Devices Inc | 1,603 | US$931K | 0.26% |
| Alphabet Inc (google) Class C | 2,600 | US$929K | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,615 | US$771K | 0.22% |
| Uber Technologies, Inc. | 9,602 | US$693K | 0.19% |
| Constellation Energy Corporation | 1,856 | US$461K | 0.13% |
| Kla Corporation | 1,512 | US$456K | 0.13% |
| Tesla, Inc. | 902 | US$379K | 0.11% |
| Ge Vernova Inc. | 317 | US$372K | 0.10% |
| Goldman Sachs Group, Inc. (the) | 311 | US$315K | 0.09% |
| Space Exploration Technologies Corp | 1,698 | US$290K | 0.08% |
| Boeing Company (the) | 1,183 | US$256K | 0.07% |
| Charles Schwab Corporation (the) | 2,647 | US$244K | 0.07% |
| Eli Lilly And Company | 182 | US$218K | 0.06% |
| Cme Group Inc. | 962 | US$212K | 0.06% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Regions Financial Corporation | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Shopify Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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