Leverty Financial Group, LLC reported 49 holdings worth US$514M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Leverty Financial Group, LLC reported 49 holdings worth US$514M as of Jun 30, 2026. Largest: 3m Company, Ecolab Inc. and Caterpillar, Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$514M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| 3m Company | 18,754 | US$3.04M | 0.59% |
| Ecolab Inc. | 7,596 | US$2.12M | 0.41% |
| Caterpillar, Inc. | 670 | US$713K | 0.14% |
| Tesla, Inc. | 1,502 | US$632K | 0.12% |
| Apple Inc | 1,970 | US$570K | 0.11% |
| Solventum Corporation | 5,318 | US$410K | 0.08% |
| Sherwin-williams Company (the) | 1,184 | US$408K | 0.08% |
| Xcel Energy Inc. | 4,058 | US$326K | 0.06% |
| Microsoft Corp. | 853 | US$318K | 0.06% |
| Exxon Mobil Corporation | 1,681 | US$230K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 466 | US$223K | 0.04% |
| Nvidia Corporation | 1,079 | US$216K | 0.04% |
| Home Depot, Inc. (the) | 591 | US$208K | 0.04% |
| Api Group Corporation | 4,741 | US$201K | 0.04% |
| Rocky Mountain Chocolate Factory, Inc. | 40,371 | US$35,918 | <0.01% |
| Hawkins, Inc. | 0 | US$0 | 0.00% |
| Wheaton Precious Metals Corp | 0 | US$0 | 0.00% |