HBE Wealth Management, LLC reported 59 holdings worth US$139M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
HBE Wealth Management, LLC reported 59 holdings worth US$139M as of Jun 30, 2026. Largest: Ametek, Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$139M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ametek, Inc. | 6,027 | US$1.46M | 1.0% |
| Berkshire Hathaway Inc. | 2,634 | US$1.32M | 0.95% |
| Alphabet Inc (google) Class C | 3,373 | US$1.21M | 0.87% |
| Apple Inc | 3,439 | US$995K | 0.71% |
| Nvidia Corporation | 4,793 | US$959K | 0.69% |
| Microsoft Corp. | 2,399 | US$895K | 0.64% |
| Amazon.com, Inc. | 3,174 | US$756K | 0.54% |
| Broadcom Inc. | 1,554 | US$587K | 0.42% |
| Micron Technology, Inc. | 326 | US$376K | 0.27% |
| Merck & Company, Inc. | 2,882 | US$370K | 0.27% |
| Eli Lilly And Company | 290 | US$348K | 0.25% |
| Intel Corporation | 2,205 | US$308K | 0.22% |
| Home Depot, Inc. (the) | 837 | US$295K | 0.21% |
| Comfort Systems Usa, Inc. | 146 | US$289K | 0.21% |
| Lam Research Corporation | 632 | US$274K | 0.20% |
| J.b. Hunt Transport Services, Inc. | 893 | US$258K | 0.19% |
| Western Digital Corporation | 394 | US$252K | 0.18% |
| Qualcomm Incorporated | 1,164 | US$215K | 0.15% |
| Exxon Mobil Corporation | 1,527 | US$209K | 0.15% |
| Bristol-myers Squibb Company | 3,611 | US$208K | 0.15% |
| Pacific Gas & Electric Co. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |