Joseph P. Lucia & Associates, LLC
Joseph P. Lucia & Associates, LLC reported 188 holdings worth US$333M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Joseph P. Lucia & Associates, LLC reported 188 holdings worth US$333M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 188
- Value as reported
- US$333M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 45,874 | US$13.3M | 4.0% |
| Nvidia Corporation | 55,049 | US$11M | 3.3% |
| Amazon.com, Inc. | 36,128 | US$8.61M | 2.6% |
| Alphabet Inc (google) Class C | 10,079 | US$3.6M | 1.1% |
| Meta Platforms, Inc. | 4,433 | US$2.5M | 0.75% |
| Uber Technologies, Inc. | 17,174 | US$1.24M | 0.37% |
| International Business Machines Corporation | 4,214 | US$1.19M | 0.36% |
| Energy Transfer Lp | 59,939 | US$1.15M | 0.34% |
| Microsoft Corp. | 2,551 | US$951K | 0.29% |
| Blackstone Secured Lending Fund | 38,985 | US$951K | 0.29% |
| Consolidated Edison, Inc. | 7,786 | US$861K | 0.26% |
| Verizon Communications Inc. | 19,414 | US$822K | 0.25% |
| Broadcom Inc. | 2,011 | US$760K | 0.23% |
| Exxon Mobil Corporation | 5,180 | US$708K | 0.21% |
| Crowdstrike Holdings, Inc. | 917 | US$700K | 0.21% |
| Caterpillar, Inc. | 599 | US$637K | 0.19% |
| Tesla, Inc. | 1,498 | US$630K | 0.19% |
| Eli Lilly And Company | 484 | US$581K | 0.17% |
| Berkshire Hathaway Inc. | 1,139 | US$570K | 0.17% |
| Haemonetics Corporation | 6,759 | US$507K | 0.15% |
| Netflix, Inc. | 7,096 | US$507K | 0.15% |
| Jp Morgan Chase & Co. | 1,509 | US$494K | 0.15% |
| Walmart Inc. | 4,203 | US$476K | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 822 | US$393K | 0.12% |
| Palo Alto Networks, Inc. | 1,115 | US$380K | 0.11% |
| Advanced Micro Devices Inc | 637 | US$370K | 0.11% |
| Walt Disney Company (the) | 3,806 | US$369K | 0.11% |
| Robinhood Markets, Inc. | 3,533 | US$354K | 0.11% |
| Vertiv Holdings, Llc | 1,008 | US$338K | 0.10% |
| Amphenol Corporation | 1,735 | US$306K | 0.09% |
| Citigroup, Inc. | 2,168 | US$303K | 0.09% |
| Ge Vernova Inc. | 231 | US$272K | 0.08% |
| Ge Aerospace | 682 | US$255K | 0.08% |
| United Rentals, Inc. | 209 | US$237K | 0.07% |
| Coreweave, Inc. | 2,338 | US$233K | 0.07% |
| Bank Of America Corporation | 4,084 | US$233K | 0.07% |
| Pfizer, Inc. | 8,608 | US$207K | 0.06% |
| Corning Incorporated | 791 | US$202K | 0.06% |
| Archer Aviation Inc. | 10,870 | US$51,415 | 0.02% |
| The Cigna Group | 0 | US$0 | 0.00% |
Source
View original at SEC
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