Lighthouse Financial LLC
Lighthouse Financial LLC reported 78 holdings worth US$193M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lighthouse Financial LLC reported 78 holdings worth US$193M as of Jun 30, 2026. Largest: Nvidia Corporation, Eli Lilly And Company and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$193M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 108K | US$21.6M | 11.2% |
| Eli Lilly And Company | 5,189 | US$6.22M | 3.2% |
| Amazon.com, Inc. | 25,667 | US$6.12M | 3.2% |
| Vertiv Holdings, Llc | 15,917 | US$5.33M | 2.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,571 | US$5.05M | 2.6% |
| Alphabet Inc (google) Class C | 12,021 | US$4.3M | 2.2% |
| Apple Inc | 14,596 | US$4.22M | 2.2% |
| Micron Technology, Inc. | 3,425 | US$3.95M | 2.0% |
| Microsoft Corp. | 10,146 | US$3.78M | 2.0% |
| Vertex Pharmaceuticals Incorporated | 6,515 | US$3.24M | 1.7% |
| Broadcom Inc. | 7,807 | US$2.95M | 1.5% |
| Ge Aerospace | 7,422 | US$2.77M | 1.4% |
| Corning Incorporated | 9,475 | US$2.42M | 1.3% |
| Coreweave, Inc. | 23,753 | US$2.36M | 1.2% |
| Ge Vernova Inc. | 1,910 | US$2.24M | 1.2% |
| Teradyne, Inc. | 3,838 | US$1.86M | 0.96% |
| Nokia Oyj | 79,560 | US$1.06M | 0.55% |
| Amgen Inc. | 2,504 | US$907K | 0.47% |
| Joby Aviation, Inc. | 99,533 | US$888K | 0.46% |
| Mgm Resorts International | 17,850 | US$853K | 0.44% |
| Exxon Mobil Corporation | 5,489 | US$750K | 0.39% |
| Abbvie Inc. | 2,960 | US$745K | 0.39% |
| Tesla, Inc. | 1,748 | US$735K | 0.38% |
| Palo Alto Networks, Inc. | 2,026 | US$691K | 0.36% |
| Reddit, Inc. | 3,651 | US$634K | 0.33% |
| Mercadolibre, Inc. | 371 | US$630K | 0.33% |
| Unitedhealth Group Incorporated | 1,441 | US$599K | 0.31% |
| Jp Morgan Chase & Co. | 1,603 | US$525K | 0.27% |
| Johnson & Johnson | 1,999 | US$508K | 0.26% |
| International Business Machines Corporation | 1,761 | US$495K | 0.26% |
| Cisco Systems, Inc. | 4,180 | US$491K | 0.25% |
| Nike, Inc. | 11,555 | US$474K | 0.25% |
| Arista Networks, Inc. | 2,613 | US$444K | 0.23% |
| Berkshire Hathaway Inc. | 835 | US$418K | 0.22% |
| Advanced Micro Devices Inc | 690 | US$401K | 0.21% |
| Citigroup, Inc. | 2,675 | US$374K | 0.19% |
| Abbott Laboratories | 4,025 | US$365K | 0.19% |
| Meta Platforms, Inc. | 603 | US$340K | 0.18% |
| Timken Company (the) | 2,326 | US$338K | 0.18% |
| Cvs Health Corporation | 2,979 | US$308K | 0.16% |
| Conocophillips | 2,710 | US$282K | 0.15% |
| Norfolk Southern Corporation | 833 | US$262K | 0.14% |
| Lowe's Companies, Inc. | 1,150 | US$254K | 0.13% |
| Biogen Inc. | 1,100 | US$238K | 0.12% |
| Procter & Gamble Company (the) | 1,506 | US$221K | 0.11% |
| Phillips 66 | 1,255 | US$212K | 0.11% |
| Ge Healthcare Technologies Inc. | 3,262 | US$209K | 0.11% |
| Quantumscape Corporation | 22,800 | US$172K | 0.09% |
| Village Farms International, Inc. | 82,759 | US$166K | 0.09% |
| Alphatec Holdings, Inc. | 18,970 | US$164K | 0.09% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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