M Holdings Securities, Inc.
M Holdings Securities, Inc. reported 148 holdings worth US$731K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
M Holdings Securities, Inc. reported 148 holdings worth US$731K as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Jp Morgan Chase & Co. and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 148
- Value as reported
- US$731K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 89,979 | US$32M | 4379.1% |
| Jp Morgan Chase & Co. | 75,214 | US$24.7M | 3378.3% |
| Nvidia Corporation | 119K | US$23.7M | 3236.3% |
| Exxon Mobil Corporation | 68,370 | US$9.45M | 1291.9% |
| Meta Platforms, Inc. | 14,891 | US$8.4M | 1149.4% |
| Merck & Company, Inc. | 62,566 | US$7.99M | 1092.2% |
| Broadcom Inc. | 20,639 | US$7.71M | 1054.2% |
| Visa Inc. | 18,746 | US$6.33M | 865.2% |
| Tesla, Inc. | 15,264 | US$6.26M | 856.8% |
| Nextera Energy, Inc. | 68,562 | US$6.06M | 829.5% |
| Abbvie Inc. | 23,422 | US$5.66M | 774.7% |
| Cisco Systems, Inc. | 38,867 | US$4.63M | 632.6% |
| Pinnacle Financial Partners, Inc. | 40,533 | US$3.91M | 534.3% |
| Duke Energy Corporation (holding Company) | 29,877 | US$3.77M | 516.2% |
| Oracle Corporation | 20,119 | US$3.01M | 411.6% |
| Netflix, Inc. | 39,131 | US$2.93M | 400.8% |
| Verizon Communications Inc. | 58,541 | US$2.61M | 356.6% |
| At&t Inc. | 103K | US$2.25M | 308.3% |
| Altria Group, Inc. | 28,336 | US$2.09M | 286.0% |
| Uber Technologies, Inc. | 26,335 | US$1.9M | 260.3% |
| Salesforce, Inc. | 11,900 | US$1.9M | 259.3% |
| Enbridge Inc. | 31,728 | US$1.76M | 241.4% |
| National Health Investors, Inc. | 21,813 | US$1.57M | 215.2% |
| Palantir Technologies Inc. | 12,132 | US$1.47M | 200.4% |
| Servicenow, Inc. | 14,480 | US$1.45M | 198.3% |
| Conocophillips | 10,631 | US$1.14M | 155.7% |
| Apa Corporation | 34,221 | US$1.14M | 155.2% |
| Devon Energy Corporation | 23,026 | US$970K | 132.7% |
| Sanofi Sa | 20,863 | US$906K | 123.9% |
| Phillips Edison & Company, Inc. | 20,475 | US$862K | 117.9% |
| Kinder Morgan, Inc. | 21,773 | US$701K | 95.9% |
| Freeport-mcmoran, Inc. | 10,439 | US$660K | 90.3% |
| Paypal Holdings, Inc. | 15,008 | US$635K | 86.9% |
| Barrick Mining Corporation | 15,274 | US$576K | 78.8% |
| Comcast Corporation | 23,103 | US$560K | 76.6% |
| Ares Capital Corporation | 26,187 | US$485K | 66.3% |
| Regions Financial Corporation | 16,050 | US$481K | 65.8% |
| Provident Financial Services, Inc | 14,080 | US$331K | 45.3% |
| Kyndryl Holdings, Inc. | 26,871 | US$302K | 41.3% |
| First Majestic Silver Corp. | 16,960 | US$285K | 39.0% |
| Kolibri Global Energy Inc | 58,927 | US$283K | 38.7% |
| Vodafone Group Public Limited Company | 16,241 | US$222K | 30.4% |
Source
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