Leverty Financial Group, LLC reported 48 holdings worth US$549M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Leverty Financial Group, LLC reported 48 holdings worth US$549M as of Sep 30, 2026. Largest: 3m Company, Ecolab Inc. and Apple Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$549M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| 3m Company | 33,110 | US$5.43M | 0.99% |
| Ecolab Inc. | 7,551 | US$2.07M | 0.38% |
| Apple Inc | 1,966 | US$655K | 0.12% |
| Caterpillar, Inc. | 670 | US$543K | 0.10% |
| Tesla, Inc. | 1,502 | US$533K | 0.10% |
| Microsoft Corp. | 849 | US$435K | 0.08% |
| Sherwin-williams Company (the) | 1,184 | US$383K | 0.07% |
| Solventum Corporation | 3,627 | US$320K | 0.06% |
| Xcel Energy Inc. | 3,817 | US$269K | 0.05% |
| Nvidia Corporation | 1,079 | US$246K | 0.04% |
| Wheaton Precious Metals Corp | 1,692 | US$226K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 466 | US$213K | 0.04% |
| Rocky Mountain Chocolate Factory, Inc. | 40,371 | US$32,709 | <0.01% |
| Api Group Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |