JDM Financial Group LLC
JDM Financial Group LLC reported 332 holdings worth US$293M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 18, 2026
JDM Financial Group LLC reported 332 holdings worth US$293M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 18, 2026 (Form 13F).
- Holdings
- 332
- Value as reported
- US$293M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,263 | US$5.57M | 1.9% |
| Nvidia Corporation | 6,899 | US$1.38M | 0.47% |
| Alphabet Inc (google) Class C | 2,602 | US$930K | 0.32% |
| Simon Property Group, Inc. | 3,370 | US$754K | 0.26% |
| Amazon.com, Inc. | 2,648 | US$631K | 0.22% |
| Berkshire Hathaway Inc. | 717 | US$359K | 0.12% |
| Microsoft Corp. | 723 | US$270K | 0.09% |
| Costco Wholesale Corporation | 220 | US$206K | 0.07% |
| Broadcom Inc. | 520 | US$196K | 0.07% |
| Airbnb, Inc. | 1,194 | US$171K | 0.06% |
| Cardinal Health, Inc. | 612 | US$145K | 0.05% |
| Tesla, Inc. | 338 | US$142K | 0.05% |
| Meta Platforms, Inc. | 241 | US$136K | 0.05% |
| Dba Sempra | 1,400 | US$130K | 0.04% |
| Ge Aerospace | 308 | US$115K | 0.04% |
| Boeing Company (the) | 395 | US$85,506 | 0.03% |
| Ge Vernova Inc. | 72 | US$84,590 | 0.03% |
| Gilead Sciences, Inc. | 646 | US$81,653 | 0.03% |
| Goldman Sachs Group, Inc. (the) | 80 | US$80,910 | 0.03% |
| Applied Materials, Inc. | 104 | US$75,538 | 0.03% |
| Walmart Inc. | 657 | US$74,448 | 0.03% |
| Amgen Inc. | 200 | US$72,424 | 0.02% |
| Johnson & Johnson | 258 | US$65,524 | 0.02% |
| Advanced Micro Devices Inc | 89 | US$51,701 | 0.02% |
| Visa Inc. | 141 | US$48,333 | 0.02% |
| Cisco Systems, Inc. | 400 | US$46,984 | 0.02% |
| Equinix, Inc. | 45 | US$46,908 | 0.02% |
| Palantir Technologies Inc. | 388 | US$45,268 | 0.02% |
| Chevron Corporation | 266 | US$44,092 | 0.02% |
| Wells Fargo & Company | 465 | US$38,428 | 0.01% |
| Baxter International Inc. | 1,645 | US$35,071 | 0.01% |
| Micron Technology, Inc. | 25 | US$28,857 | <0.01% |
| Ondas Inc | 3,450 | US$28,428 | <0.01% |
| Mks Inc. | 52 | US$23,130 | <0.01% |
| U.s. Bancorp | 363 | US$21,925 | <0.01% |
| Abbott Laboratories | 240 | US$21,778 | <0.01% |
| Quanta Services, Inc. | 29 | US$20,881 | <0.01% |
| Banco Santander, S.a. | 1,474 | US$20,341 | <0.01% |
| Mckesson Corporation | 25 | US$18,890 | <0.01% |
| Caterpillar, Inc. | 17 | US$18,103 | <0.01% |
| Eli Lilly And Company | 15 | US$17,991 | <0.01% |
| T-mobile Us, Inc. | 104 | US$17,444 | <0.01% |
| Philip Morris International Inc | 95 | US$17,186 | <0.01% |
| Blackrock, Inc. | 17 | US$16,347 | <0.01% |
| Capital One Financial Corporation | 72 | US$14,445 | <0.01% |
| Constellation Energy Corporation | 58 | US$14,405 | <0.01% |
| Affirm Holdings, Inc. | 167 | US$13,619 | <0.01% |
| Bank Of America Corporation | 239 | US$13,618 | <0.01% |
| Conocophillips | 126 | US$13,099 | <0.01% |
| Rtx Corporation | 69 | US$13,091 | <0.01% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 27 | US$12,894 | <0.01% |
| Edwards Lifesciences Corporation | 135 | US$12,212 | <0.01% |
| Perspective Therapeutics, Inc. | 3,500 | US$11,935 | <0.01% |
| Jp Morgan Chase & Co. | 36 | US$11,784 | <0.01% |
| Lloyds Banking Group Plc | 2,017 | US$11,759 | <0.01% |
| Waste Management, Inc. | 50 | US$11,144 | <0.01% |
| Consolidated Edison, Inc. | 100 | US$11,063 | <0.01% |
| Walt Disney Company (the) | 110 | US$10,588 | <0.01% |
| Home Depot, Inc. (the) | 30 | US$10,580 | <0.01% |
| Moderna, Inc. | 150 | US$10,505 | <0.01% |
| Mastercard Incorporated | 20 | US$10,376 | <0.01% |
| Servicenow, Inc. | 100 | US$9,928 | <0.01% |
| East West Bancorp, Inc. | 76 | US$9,811 | <0.01% |
| Southern Company (the) | 100 | US$9,571 | <0.01% |
| International Business Machines Corporation | 33 | US$9,280 | <0.01% |
| Joby Aviation, Inc. | 1,000 | US$8,920 | <0.01% |
| Exelon Corporation | 176 | US$8,205 | <0.01% |
| Pepsico, Inc. | 60 | US$8,124 | <0.01% |
| Novartis Ag | 51 | US$7,993 | <0.01% |
| Target Corporation | 60 | US$7,837 | <0.01% |
| Wintrust Financial Corporation | 47 | US$7,554 | <0.01% |
| Williams-sonoma, Inc. | 31 | US$7,226 | <0.01% |
| Targa Resources, Inc. | 26 | US$6,972 | <0.01% |
| Wheaton Precious Metals Corp | 60 | US$6,739 | <0.01% |
| Nike, Inc. | 164 | US$6,732 | <0.01% |
| Aflac Incorporated | 56 | US$6,566 | <0.01% |
| Acushnet Holdings Corp. | 55 | US$6,519 | <0.01% |
| Packaging Corporation Of America | 27 | US$6,434 | <0.01% |
| Autozone, Inc. | 2 | US$6,392 | <0.01% |
| Western Digital Corporation | 10 | US$6,387 | <0.01% |
| Littelfuse, Inc. | 14 | US$6,375 | <0.01% |
| Koninklijke Philips N.v. | 227 | US$6,172 | <0.01% |
| Amkor Technology, Inc. | 71 | US$6,122 | <0.01% |
| Comfort Systems Usa, Inc. | 3 | US$5,946 | <0.01% |
| Duke Energy Corporation (holding Company) | 46 | US$5,841 | <0.01% |
| Ge Healthcare Technologies Inc. | 90 | US$5,766 | <0.01% |
| Hubbell Inc | 11 | US$5,755 | <0.01% |
| Snap-on Incorporated | 14 | US$5,634 | <0.01% |
| Newmont Corporation | 60 | US$5,604 | <0.01% |
| Shell Plc | 72 | US$5,583 | <0.01% |
| Crane Company | 25 | US$5,577 | <0.01% |
| Royal Gold, Inc. | 27 | US$5,389 | <0.01% |
| Citigroup, Inc. | 38 | US$5,318 | <0.01% |
| Equitable Holdings, Inc. | 119 | US$5,222 | <0.01% |
| Brunswick Corporation | 60 | US$5,054 | <0.01% |
| Hyatt Hotels Corporation | 26 | US$5,040 | <0.01% |
| Nisource Inc | 101 | US$4,803 | <0.01% |
| Fidelity National Financial, Inc. | 97 | US$4,575 | <0.01% |
| Lincoln Electric Holdings, Inc. | 17 | US$4,514 | <0.01% |
| Timken Company (the) | 31 | US$4,505 | <0.01% |
Every holding of JDM Financial Group LLC
Source
View original at SEC
Related