jvl associates llc

jvl associates llc reported 79 holdings worth US$352M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 6, 2026

jvl associates llc reported 79 holdings worth US$352M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Mercantile Bank Corporation. Filed Jul 6, 2026 (Form 13F).

Holdings
79
Value as reported
US$352M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc48,243US$14M4.0%
Alphabet Inc (google) Class C25,055US$8.95M2.5%
Mercantile Bank Corporation67,194US$3.86M1.1%
Nvidia Corporation15,918US$3.19M0.90%
Microsoft Corp.4,776US$1.78M0.51%
Amazon.com, Inc.6,494US$1.55M0.44%
Berkshire Hathaway Inc.2,333US$1.17M0.33%
Broadcom Inc.2,594US$980K0.28%
Applied Materials, Inc.1,296US$937K0.27%
Mastercard Incorporated1,713US$880K0.25%
Jp Morgan Chase & Co.2,466US$807K0.23%
Micron Technology, Inc.690US$796K0.23%
Caterpillar, Inc.741US$789K0.22%
Eli Lilly And Company655US$786K0.22%
Cintas Corporation4,474US$761K0.22%
Meta Platforms, Inc.1,194US$673K0.19%
Tesla, Inc.1,501US$631K0.18%
Stryker Corporation1,944US$612K0.17%
Gentex Corporation22,291US$563K0.16%
Home Depot, Inc. (the)1,456US$514K0.15%
Advanced Micro Devices Inc785US$456K0.13%
Exxon Mobil Corporation2,789US$381K0.11%
Visa Inc.1,022US$351K0.10%
Unitedhealth Group Incorporated814US$338K0.10%
Johnson & Johnson1,305US$331K0.09%
Intel Corporation2,373US$331K0.09%
Abbvie Inc.1,180US$297K0.08%
Starbucks Corporation2,844US$291K0.08%
Procter & Gamble Company (the)1,836US$269K0.08%
Automatic Data Processing, Inc.1,173US$263K0.07%
Costco Wholesale Corporation276US$258K0.07%
Fortinet, Inc.1,658US$255K0.07%
Walmart Inc.2,200US$249K0.07%
Ge Vernova Inc.212US$249K0.07%
Goldman Sachs Group, Inc. (the)241US$244K0.07%
Kla Corporation800US$241K0.07%
Lam Research Corporation545US$236K0.07%
Ge Aerospace601US$225K0.06%
Cisco Systems, Inc.1,824US$214K0.06%
Merck & Company, Inc.1,609US$207K0.06%
Parker-hannifin Corporation209US$204K0.06%
Sandisk Corporation89US$202K0.06%
Coca-cola Consolidated, Inc.0US$00.00%
Netflix, Inc.0US$00.00%

Source

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