Kassira Wealth Management LLC
Kassira Wealth Management LLC reported 64 holdings worth US$125M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Kassira Wealth Management LLC reported 64 holdings worth US$125M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Berkshire Hathaway Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 64
- Value as reported
- US$125M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 31,020 | US$11.1M | 8.9% |
| Nvidia Corporation | 40,062 | US$8.02M | 6.4% |
| Berkshire Hathaway Inc. | 8,883 | US$4.44M | 3.6% |
| Amazon.com, Inc. | 18,342 | US$4.37M | 3.5% |
| Dominion Energy, Inc. | 40,267 | US$2.75M | 2.2% |
| Pfizer, Inc. | 110K | US$2.64M | 2.1% |
| Unitedhealth Group Incorporated | 5,151 | US$2.14M | 1.7% |
| Boeing Company (the) | 9,592 | US$2.08M | 1.7% |
| Abbvie Inc. | 7,702 | US$1.94M | 1.6% |
| Constellation Energy Corporation | 7,206 | US$1.79M | 1.4% |
| Microsoft Corp. | 4,328 | US$1.61M | 1.3% |
| Super Micro Computer, Inc. | 50,569 | US$1.48M | 1.2% |
| Cloudflare, Inc. | 5,981 | US$1.47M | 1.2% |
| Ciena Corporation | 2,657 | US$1.3M | 1.0% |
| Walmart Inc. | 11,450 | US$1.3M | 1.0% |
| General Dynamics Corporation | 2,948 | US$1.04M | 0.84% |
| Arbor Realty Trust | 180K | US$976K | 0.78% |
| Ceco Environmental Corp. | 10,223 | US$928K | 0.74% |
| Egain Corporation | 146K | US$919K | 0.74% |
| Argan, Inc. | 897 | US$716K | 0.57% |
| Duke Energy Corporation (holding Company) | 5,442 | US$689K | 0.55% |
| Applied Materials, Inc. | 700 | US$506K | 0.41% |
| Fastenal Company | 10,282 | US$494K | 0.40% |
| Bristol-myers Squibb Company | 8,398 | US$484K | 0.39% |
| Powell Industries, Inc. | 1,663 | US$476K | 0.38% |
| Amgen Inc. | 1,168 | US$423K | 0.34% |
| Esco Technologies Inc. | 1,071 | US$375K | 0.30% |
| Celestica Inc. | 1,016 | US$371K | 0.30% |
| Willdan Group, Inc. | 4,422 | US$350K | 0.28% |
| Cummins Inc. | 450 | US$321K | 0.26% |
| Primoris Services Corporation | 2,370 | US$235K | 0.19% |
| Kroger Company (the) | 4,162 | US$231K | 0.19% |
| Applovin Corporation | 400 | US$206K | 0.17% |
| Beam Therapeutics Inc. | 6,000 | US$206K | 0.17% |
| Apple Inc | 694 | US$201K | 0.16% |
| Niagen Bioscience, Inc. | 10,000 | US$31,900 | 0.03% |
| Power Solutions International, Inc. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Globalstar, Inc. | 0 | US$0 | 0.00% |
| Iridium Communications Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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