Investor's Fiduciary Advisor Network, LLC

Investor's Fiduciary Advisor Network, LLC reported 219 holdings worth US$294K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Investor's Fiduciary Advisor Network, LLC reported 219 holdings worth US$294K as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Caterpillar, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
219
Value as reported
US$294K

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc46,099US$13.3M4530.0%
Microsoft Corp.32,040US$12M4058.6%
Caterpillar, Inc.9,387US$9.99M3394.3%
Amazon.com, Inc.27,599US$6.58M2233.6%
Berkshire Hathaway Inc.10,125US$5.07M1720.4%
Alphabet Inc (google) Class C13,891US$4.96M1685.8%
Nvidia Corporation22,727US$4.55M1544.2%
Realty Income Corporation67,764US$4.2M1425.7%
Merck & Company, Inc.31,358US$4.03M1368.3%
Visa Inc.8,992US$3.08M1047.7%
Broadcom Inc.7,262US$2.74M931.5%
The Ensign Group, Inc.16,471US$2.64M896.6%
Advanced Micro Devices Inc4,469US$2.6M881.6%
Intel Corporation17,446US$2.44M826.9%
Nnn Reit, Inc.47,377US$2.2M748.5%
Costco Wholesale Corporation2,208US$2.06M701.3%
Iron Mountain Incorporated (delaware)16,270US$2.06M697.9%
Cisco Systems, Inc.17,429US$2.05M695.2%
Chevron Corporation12,338US$2.04M694.5%
Deere & Company3,213US$2.04M691.8%
Eli Lilly And Company1,692US$2.03M689.1%
Johnson & Johnson6,725US$1.71M579.7%
Exxon Mobil Corporation12,368US$1.69M573.9%
Southern Company (the)14,397US$1.38M467.6%
Enterprise Products Partners L.p.32,945US$1.21M411.3%
Procter & Gamble Company (the)8,058US$1.18M401.1%
Home Depot, Inc. (the)3,317US$1.17M397.0%
Morgan Stanley5,022US$1.05M356.2%
Walmart Inc.9,220US$1.04M354.5%
Church & Dwight Company, Inc.10,451US$1.01M343.7%
Danaher Corporation5,182US$987K335.2%
Blackstone Inc.8,111US$954K324.0%
Brookfield Infrastructure Corporation Class A24,609US$947K321.6%
Verizon Communications Inc.22,007US$931K316.2%
Lockheed Martin Corporation1,771US$902K306.3%
Corning Incorporated3,494US$892K302.9%
Waste Management, Inc.3,932US$876K297.5%
Tesla, Inc.2,071US$871K295.8%
Abbvie Inc.3,431US$863K293.1%
Amgen Inc.2,237US$810K275.1%
Pfizer, Inc.33,462US$805K273.4%
Lam Research Corporation1,823US$789K267.9%
Union Pacific Corporation2,894US$787K267.3%
Coca-cola Company (the)9,675US$786K266.9%
Wells Fargo & Company9,323US$770K261.5%
Taiwan Semiconductor Manufacturing Co., Ltd.1,599US$763K259.1%
United Parcel Service, Inc.6,902US$741K251.6%
Pepsico, Inc.4,963US$671K227.9%
Applied Materials, Inc.901US$651K221.1%
Micron Technology, Inc.559US$645K219.0%
Meta Platforms, Inc.1,136US$640K217.3%
Charles Schwab Corporation (the)6,924US$638K216.7%
Jp Morgan Chase & Co.1,950US$638K216.7%
Bank Of America Corporation10,152US$578K196.3%
Mcdonald's Corporation1,962US$530K180.0%
Rtx Corporation2,729US$517K175.6%
Lowe's Companies, Inc.2,280US$502K170.5%
Bristol-myers Squibb Company8,705US$501K170.1%
American Express Company1,446US$489K166.1%
Blackrock, Inc.494US$475K161.3%
Ge Aerospace1,190US$444K150.8%
Csx Corporation9,160US$435K147.7%
Kimberly-clark Corporation3,873US$425K144.3%
Stryker Corporation1,298US$408K138.6%
Clearway Energy, Inc.11,936US$407K138.2%
Netflix, Inc.5,515US$393K133.5%
Workiva Inc.7,560US$366K124.3%
Boeing Company (the)1,655US$358K121.6%
Crowdstrike Holdings, Inc.468US$357K121.2%
3m Company2,095US$339K115.1%
Howmet Aerospace Inc.1,221US$328K111.4%
Unitedhealth Group Incorporated771US$320K108.7%
Dba Sempra3,403US$315K107.0%
Starbucks Corporation3,054US$312K106.0%
Duke Energy Corporation (holding Company)2,453US$310K105.3%
Dell Technologies Inc.718US$309K104.9%
Mckesson Corporation397US$299K101.5%
U.s. Bancorp4,870US$294K99.8%
O'reilly Automotive, Inc.3,196US$294K99.8%
United Rentals, Inc.254US$287K97.5%
Consolidated Edison, Inc.2,590US$286K97.1%
Qnity Electronics, Inc.1,728US$282K95.8%
Automatic Data Processing, Inc.1,244US$278K94.4%
Ge Vernova Inc.233US$274K93.1%
Qualcomm Incorporated1,443US$266K90.3%
Goldman Sachs Group, Inc. (the)258US$260K88.3%
At&t Inc.12,498US$258K87.6%
Corteva, Inc.3,056US$258K87.6%
Carpenter Technology Corporation418US$257K87.3%
Vertiv Holdings, Llc750US$251K85.2%
Adobe Inc.1,204US$246K83.5%
Cvs Health Corporation2,351US$243K82.5%
Nextera Energy, Inc.2,749US$241K81.8%
Western Midstream Partners, Lp5,500US$240K81.5%
Motorola Solutions, Inc.580US$240K81.5%
Asml Holding Nv120US$238K80.8%
L3harris Technologies, Inc.802US$233K79.1%
International Business Machines Corporation827US$232K78.8%
Nike, Inc.5,632US$231K78.4%
Capital One Financial Corporation1,156US$231K78.4%

Every holding of Investor's Fiduciary Advisor Network, LLC

Source

View original at SEC

Related