KOM Wealth Management Group, LLC
KOM Wealth Management Group, LLC reported 96 holdings worth US$165M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
KOM Wealth Management Group, LLC reported 96 holdings worth US$165M as of Jun 30, 2026. Largest: Wheaton Precious Metals Corp, Microsoft Corp. and Newmont Corporation. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$165M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Wheaton Precious Metals Corp | 20,037 | US$2.25M | 1.4% |
| Microsoft Corp. | 5,146 | US$1.92M | 1.2% |
| Newmont Corporation | 14,131 | US$1.32M | 0.80% |
| Exxon Mobil Corporation | 9,020 | US$1.23M | 0.75% |
| Rtx Corporation | 6,074 | US$1.15M | 0.70% |
| Quanta Services, Inc. | 1,409 | US$1.01M | 0.61% |
| Illinois Tool Works Inc. | 3,394 | US$918K | 0.55% |
| Apple Inc | 2,931 | US$848K | 0.51% |
| Nvidia Corporation | 3,985 | US$797K | 0.48% |
| Alphabet Inc (google) Class C | 2,055 | US$734K | 0.44% |
| Johnson & Johnson | 2,571 | US$653K | 0.39% |
| Caterpillar, Inc. | 608 | US$647K | 0.39% |
| Walmart Inc. | 5,527 | US$626K | 0.38% |
| Broadcom Inc. | 1,515 | US$572K | 0.35% |
| W. P. Carey Inc. Reit | 7,392 | US$529K | 0.32% |
| Amazon.com, Inc. | 1,808 | US$431K | 0.26% |
| Cleveland-cliffs Inc. | 42,218 | US$396K | 0.24% |
| Carrier Global Corporation | 5,167 | US$379K | 0.23% |
| Berkshire Hathaway Inc. | 756 | US$378K | 0.23% |
| Coca-cola Company (the) | 4,569 | US$371K | 0.22% |
| Kla Corporation | 1,177 | US$355K | 0.21% |
| Chevron Corporation | 2,035 | US$337K | 0.20% |
| Dell Technologies Inc. | 776 | US$335K | 0.20% |
| Tesla, Inc. | 717 | US$302K | 0.18% |
| General Dynamics Corporation | 834 | US$296K | 0.18% |
| Costco Wholesale Corporation | 304 | US$285K | 0.17% |
| Philip Morris International Inc | 1,513 | US$274K | 0.17% |
| Bank Of Montreal | 1,528 | US$270K | 0.16% |
| Cisco Systems, Inc. | 2,283 | US$268K | 0.16% |
| Marvell Technology, Inc. | 892 | US$266K | 0.16% |
| Wec Energy Group, Inc. | 2,084 | US$243K | 0.15% |
| Toyota Motor Corp. | 1,366 | US$230K | 0.14% |
| Applied Materials, Inc. | 313 | US$226K | 0.14% |
| Palantir Technologies Inc. | 1,881 | US$219K | 0.13% |
| Mckesson Corporation | 287 | US$217K | 0.13% |
| Intel Corporation | 1,524 | US$213K | 0.13% |
| Ionis Pharmaceuticals, Inc. | 2,654 | US$210K | 0.13% |
| Mge Energy Inc. | 2,459 | US$200K | 0.12% |
| Outdoor Holding Company | 11,200 | US$25,536 | 0.02% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Otis Worldwide Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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