Halbert Hargrove Global Advisors, LLC
Halbert Hargrove Global Advisors, LLC reported 735 holdings worth US$2.31B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Halbert Hargrove Global Advisors, LLC reported 735 holdings worth US$2.31B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Airbnb, Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 735
- Value as reported
- US$2.31B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 12,305 | US$4.4M | 0.19% |
| Airbnb, Inc. | 26,504 | US$3.79M | 0.16% |
| Apple Inc | 11,718 | US$3.39M | 0.15% |
| Ball Corporation | 48,912 | US$3.05M | 0.13% |
| Microsoft Corp. | 5,419 | US$2.02M | 0.09% |
| Eli Lilly And Company | 1,549 | US$1.86M | 0.08% |
| Intuitive Surgical, Inc. | 4,296 | US$1.71M | 0.07% |
| Home Depot, Inc. (the) | 4,312 | US$1.52M | 0.07% |
| Zions Bancorporation N.a. | 19,109 | US$1.32M | 0.06% |
| Amazon.com, Inc. | 4,875 | US$1.16M | 0.05% |
| T-mobile Us, Inc. | 6,755 | US$1.13M | 0.05% |
| Tesla, Inc. | 1,544 | US$649K | 0.03% |
| Unity Software Inc. | 21,725 | US$621K | 0.03% |
| Snowflake Inc. | 2,252 | US$573K | 0.02% |
| Lowe's Companies, Inc. | 2,563 | US$565K | 0.02% |
| Walmart Inc. | 4,547 | US$515K | 0.02% |
| Public Storage | 1,533 | US$488K | 0.02% |
| U.s. Bancorp | 7,604 | US$459K | 0.02% |
| Jp Morgan Chase & Co. | 1,206 | US$395K | 0.02% |
| Abbvie Inc. | 1,070 | US$269K | 0.01% |
| Texas Instruments Incorporated | 855 | US$255K | 0.01% |
| Boeing Company (the) | 1,085 | US$235K | 0.01% |
| Visa Inc. | 671 | US$230K | <0.01% |
| 3m Company | 1,306 | US$211K | <0.01% |
| Berkshire Hathaway Inc. | 365 | US$183K | <0.01% |
| Meta Platforms, Inc. | 316 | US$178K | <0.01% |
| International Business Machines Corporation | 631 | US$178K | <0.01% |
| Bank Of America Corporation | 3,097 | US$176K | <0.01% |
| Advanced Micro Devices Inc | 256 | US$149K | <0.01% |
| Morgan Stanley | 711 | US$149K | <0.01% |
| Broadcom Inc. | 373 | US$141K | <0.01% |
| Western Digital Corporation | 215 | US$137K | <0.01% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 277 | US$132K | <0.01% |
| Coca-cola Company (the) | 1,565 | US$127K | <0.01% |
| Healthpeak Properties, Inc. | 5,472 | US$117K | <0.01% |
| Simon Property Group, Inc. | 521 | US$117K | <0.01% |
| Mcdonald's Corporation | 403 | US$109K | <0.01% |
| Exxon Mobil Corporation | 788 | US$108K | <0.01% |
| Chevron Corporation | 650 | US$108K | <0.01% |
| S&p Global Inc. | 252 | US$103K | <0.01% |
| Ge Aerospace | 272 | US$101K | <0.01% |
| Nvidia Corporation | 491 | US$98,269 | <0.01% |
| Asml Holding Nv | 49 | US$97,222 | <0.01% |
| Costco Wholesale Corporation | 101 | US$94,417 | <0.01% |
| Abbott Laboratories | 1,026 | US$93,127 | <0.01% |
| Enterprise Products Partners L.p. | 2,350 | US$86,386 | <0.01% |
| Caterpillar, Inc. | 77 | US$82,397 | <0.01% |
| Ge Vernova Inc. | 65 | US$76,379 | <0.01% |
| Lam Research Corporation | 174 | US$75,473 | <0.01% |
| Deere & Company | 118 | US$74,541 | <0.01% |
| Mastercard Incorporated | 139 | US$71,542 | <0.01% |
| The Hartford Insurance Group, Inc. | 534 | US$70,805 | <0.01% |
| Alaska Air Group, Inc. | 1,256 | US$65,564 | <0.01% |
| Lloyds Banking Group Plc | 10,663 | US$62,166 | <0.01% |
| Clorox Company (the) | 628 | US$59,937 | <0.01% |
| Newjersey Resources Corporation | 900 | US$50,436 | <0.01% |
| Csx Corporation | 1,051 | US$49,967 | <0.01% |
| Applied Materials, Inc. | 66 | US$47,657 | <0.01% |
| Nextera Energy, Inc. | 533 | US$46,758 | <0.01% |
| Union Pacific Corporation | 164 | US$44,589 | <0.01% |
| At&t Inc. | 2,055 | US$42,546 | <0.01% |
| Las Vegas Sands Corp. | 867 | US$40,047 | <0.01% |
| Yum! Brands, Inc. | 247 | US$39,425 | <0.01% |
| Digitalocean Holdings, Inc. | 245 | US$38,473 | <0.01% |
| Waste Management, Inc. | 166 | US$36,999 | <0.01% |
| Hilton Worldwide Holdings Inc. | 108 | US$35,727 | <0.01% |
| Oracle Corporation | 242 | US$35,480 | <0.01% |
| Freeport-mcmoran, Inc. | 515 | US$32,386 | <0.01% |
| Iron Mountain Incorporated (delaware) | 250 | US$31,578 | <0.01% |
| Martin Marietta Materials, Inc. | 51 | US$29,245 | <0.01% |
| Eqt Corporation | 503 | US$26,771 | <0.01% |
| Marathon Petroleum Corporation | 101 | US$25,782 | <0.01% |
| Novo Nordisk A/s Class B | 531 | US$25,464 | <0.01% |
| Keycorp | 1,098 | US$25,309 | <0.01% |
| Woodward, Inc. | 55 | US$23,534 | <0.01% |
| Bp Plc | 583 | US$21,546 | <0.01% |
| Quanta Services, Inc. | 27 | US$19,758 | <0.01% |
| Crowdstrike Holdings, Inc. | 25 | US$19,296 | <0.01% |
| Mondelez International, Inc. | 330 | US$19,068 | <0.01% |
| Pitney Bowes Inc. | 1,000 | US$17,520 | <0.01% |
| Thermo Fisher Scientific Inc | 34 | US$17,136 | <0.01% |
| Xpo, Inc. | 78 | US$16,013 | <0.01% |
| Rtx Corporation | 83 | US$15,744 | <0.01% |
| Salesforce, Inc. | 97 | US$15,206 | <0.01% |
| Shell Plc | 191 | US$14,834 | <0.01% |
| Rocket Companies, Inc. | 923 | US$14,535 | <0.01% |
| Unitedhealth Group Incorporated | 34 | US$13,986 | <0.01% |
| Loews Corporation | 122 | US$13,812 | <0.01% |
| Agnico Eagle Mines Limited | 88 | US$13,627 | <0.01% |
| Warner Bros. Discovery, Inc. - Series A | 510 | US$13,609 | <0.01% |
| Micron Technology, Inc. | 11 | US$13,252 | <0.01% |
| Banco Santander, S.a. | 952 | US$13,140 | <0.01% |
| Corteva, Inc. | 153 | US$12,969 | <0.01% |
| Msc Income Fund, Inc. | 1,075 | US$12,438 | <0.01% |
| Netflix, Inc. | 174 | US$12,432 | <0.01% |
| Cisco Systems, Inc. | 106 | US$12,401 | <0.01% |
| Qnity Electronics, Inc. | 70 | US$11,432 | <0.01% |
| Blackstone Inc. | 94 | US$11,110 | <0.01% |
| Tjx Companies, Inc. (the) | 73 | US$10,987 | <0.01% |
| Adobe Inc. | 53 | US$10,813 | <0.01% |
Every holding of Halbert Hargrove Global Advisors, LLC
Source
View original at SEC
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