Gunpowder Capital Management, LLC dba Oliver Wealth Management

Gunpowder Capital Management, LLC dba Oliver Wealth Management reported 408 holdings worth US$142M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Gunpowder Capital Management, LLC dba Oliver Wealth Management reported 408 holdings worth US$142M as of Jun 30, 2026. Largest: Apple Inc, Meta Platforms, Inc. and Walmart Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
408
Value as reported
US$142M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc38,575US$11.2M7.8%
Meta Platforms, Inc.6,468US$3.64M2.6%
Walmart Inc.23,838US$2.7M1.9%
Palantir Technologies Inc.21,324US$2.49M1.7%
Nvidia Corporation9,347US$1.87M1.3%
Broadcom Inc.4,612US$1.74M1.2%
Berkshire Hathaway Inc.2,889US$1.45M1.0%
Alphabet Inc (google) Class C3,132US$1.12M0.79%
Exxon Mobil Corporation7,651US$1.05M0.73%
Microsoft Corp.2,535US$946K0.66%
United Parcel Service, Inc.7,547US$811K0.57%
Costco Wholesale Corporation730US$683K0.48%
Visa Inc.1,680US$576K0.40%
Blackstone Inc.4,782US$563K0.40%
Amazon.com, Inc.2,358US$562K0.39%
Micron Technology, Inc.400US$462K0.32%
Constellation Energy Corporation1,684US$418K0.29%
Home Depot, Inc. (the)1,097US$387K0.27%
Tempus Ai, Inc.5,500US$319K0.22%
Newmont Corporation3,342US$312K0.22%
Ge Aerospace800US$299K0.21%
Tesla, Inc.689US$290K0.20%
Mastercard Incorporated513US$263K0.19%
Mastec, Inc.600US$250K0.18%
Exelixis, Inc.4,382US$238K0.17%
Ge Vernova Inc.199US$234K0.16%
Johnson & Johnson906US$230K0.16%
Astera Labs, Inc.450US$217K0.15%
Space Exploration Technologies Corp1,270US$217K0.15%
Terawulf Inc.7,334US$181K0.13%
Lam Research Corporation400US$173K0.12%
Exelon Corporation3,553US$166K0.12%
Procter & Gamble Company (the)1,114US$163K0.11%
Colgate-palmolive Company1,686US$155K0.11%
Oscar Health, Inc.5,054US$144K0.10%
The Carlyle Group Inc.3,312US$139K0.10%
Prudential Financial, Inc.1,273US$137K0.10%
Emerson Electric Company948US$136K0.10%
Unitedhealth Group Incorporated283US$118K0.08%
Bank Of America Corporation1,985US$113K0.08%
The Bank Of New York Mellon Corporation727US$105K0.07%
Ast Spacemobile, Inc.1,058US$94,0140.07%
Snap-on Incorporated226US$90,9420.06%
Stryker Corporation269US$84,6920.06%
Chevron Corporation498US$82,5480.06%
Carvana Co.1,250US$82,2750.06%
Altria Group, Inc.1,128US$81,1760.06%
Jp Morgan Chase & Co.245US$80,1960.06%
Becton, Dickinson And Company522US$78,9940.06%
Target Corporation598US$78,1050.05%
Dte Energy Company500US$76,1850.05%
Lockheed Martin Corporation142US$72,3430.05%
Hims & Hers Health, Inc.1,958US$67,8840.05%
Taiwan Semiconductor Manufacturing Co., Ltd.142US$67,8150.05%
General Mills, Inc.1,923US$66,9200.05%
Energy Transfer Lp3,418US$65,3520.05%
At&t Inc.3,067US$63,4870.04%
Boeing Company (the)290US$62,7760.04%
Mcdonald's Corporation223US$60,2790.04%
Mach Natural Resources Lp4,718US$59,6360.04%
Parker-hannifin Corporation60US$58,6870.04%
Intel Corporation414US$57,8250.04%
Amphenol Corporation318US$56,0700.04%
Applied Digital Corporation1,500US$55,9500.04%
Entergy Corporation472US$54,2140.04%
American Electric Power Company, Inc.383US$52,3980.04%
Coca-cola Company (the)639US$51,9580.04%
Capital One Financial Corporation233US$46,7440.03%
Welltower Inc.200US$45,3940.03%
D.r. Horton, Inc.274US$44,6290.03%
Firstenergy Corp.933US$44,3550.03%
Dollar Tree, Inc.365US$44,1470.03%
Eli Lilly And Company36US$43,1790.03%
Philip Morris International Inc238US$43,1570.03%
Omega Healthcare Investors, Inc.837US$39,9080.03%
Paypal Holdings, Inc.904US$39,0350.03%
Church & Dwight Company, Inc.400US$38,7520.03%
Nike, Inc.902US$37,0270.03%
Dt Midstream, Inc.250US$36,6850.03%
Verizon Communications Inc.848US$35,9040.03%
Citizens Financial Group, Inc.500US$35,0350.02%
Pfizer, Inc.1,367US$32,9170.02%
Pepsico, Inc.227US$30,7360.02%
Metlife, Inc.348US$29,4440.02%
Motorola Solutions, Inc.70US$29,0700.02%
Waters Corporation77US$28,8780.02%
Conocophillips272US$28,2770.02%
Devon Energy Corporation670US$27,6840.02%
Crowdstrike Holdings, Inc.36US$27,4730.02%
Alliancebernstein Holding L.p.774US$27,2780.02%
Viking Therapeutics, Inc.680US$26,5270.02%
United Rentals, Inc.22US$24,9240.02%
Ameren Corporation216US$24,4170.02%
Lowe's Companies, Inc.109US$24,0330.02%
Advanced Micro Devices Inc40US$23,2360.02%
Texas Instruments Incorporated74US$22,0570.02%
Zeta Global Holdings Corp.1,103US$21,7070.02%
Duke Energy Corporation (holding Company)167US$21,1390.01%
Walt Disney Company (the)215US$20,6940.01%
Salesforce, Inc.130US$20,3660.01%

Every holding of Gunpowder Capital Management, LLC dba Oliver Wealth Management

Source

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