Mgo One Seven LLC

Mgo One Seven LLC reported 1,550 holdings worth US$6.06B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Mgo One Seven LLC reported 1,550 holdings worth US$6.06B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 31, 2026 (Form 13F).

Holdings
1,550
Value as reported
US$6.06B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation977KUS$195M3.2%
Apple Inc612KUS$177M2.9%
Alphabet Inc (google) Class C315KUS$113M1.9%
Microsoft Corp.250KUS$93.3M1.5%
Broadcom Inc.239KUS$90.2M1.5%
Amazon.com, Inc.308KUS$73.4M1.2%
Jp Morgan Chase & Co.204KUS$66.9M1.1%
Applied Materials, Inc.66,913US$48.4M0.80%
Walmart Inc.367KUS$41.5M0.69%
Advanced Micro Devices Inc58,397US$33.9M0.56%
Micron Technology, Inc.28,152US$32.5M0.54%
Meta Platforms, Inc.57,219US$32.2M0.53%
Eli Lilly And Company25,904US$31.1M0.51%
Johnson & Johnson122KUS$31M0.51%
Taiwan Semiconductor Manufacturing Co., Ltd.63,579US$30.4M0.50%
Abbvie Inc.114KUS$28.7M0.47%
Analog Devices, Inc.70,864US$28.1M0.46%
Marathon Petroleum Corporation106KUS$27.2M0.45%
Tesla, Inc.64,307US$27M0.45%
Berkshire Hathaway Inc.51,458US$25.7M0.43%
Home Depot, Inc. (the)71,524US$25.2M0.42%
Visa Inc.69,275US$23.8M0.39%
Ge Vernova Inc.19,674US$23.1M0.38%
Exxon Mobil Corporation164KUS$22.5M0.37%
Lam Research Corporation47,300US$20.5M0.34%
Cisco Systems, Inc.173KUS$20.3M0.33%
Motorola Solutions, Inc.48,577US$20.2M0.33%
Texas Pacific Land Corporation45,666US$20M0.33%
Amphenol Corporation111KUS$19.5M0.32%
Caterpillar, Inc.17,827US$19M0.31%
Verizon Communications Inc.410KUS$17.4M0.29%
Costco Wholesale Corporation17,412US$16.3M0.27%
Union Pacific Corporation58,380US$15.9M0.26%
Corning Incorporated62,080US$15.9M0.26%
Air Products And Chemicals, Inc.52,179US$15.3M0.25%
Procter & Gamble Company (the)101KUS$14.9M0.25%
Cummins Inc.19,729US$14.1M0.23%
Cme Group Inc.63,530US$14M0.23%
Lincoln Electric Holdings, Inc.50,527US$13.4M0.22%
Darden Restaurants, Inc.64,660US$13.3M0.22%
Voya Financial, Inc.142KUS$12.8M0.21%
Nextera Energy, Inc.144KUS$12.6M0.21%
Texas Instruments Incorporated42,161US$12.6M0.21%
Entergy Corporation109KUS$12.5M0.21%
Goldman Sachs Group, Inc. (the)12,310US$12.4M0.21%
Unitedhealth Group Incorporated29,713US$12.3M0.20%
Wells Fargo & Company148KUS$12.2M0.20%
Netflix, Inc.171KUS$12.2M0.20%
Ge Aerospace31,620US$11.8M0.20%
Tjx Companies, Inc. (the)74,978US$11.4M0.19%
U.s. Bancorp185KUS$11.2M0.18%
Kla Corporation36,028US$10.9M0.18%
Merck & Company, Inc.80,447US$10.3M0.17%
Palantir Technologies Inc.87,764US$10.2M0.17%
Intel Corporation72,357US$10.1M0.17%
Realty Income Corporation162KUS$10M0.17%
International Business Machines Corporation35,123US$9.88M0.16%
Progressive Corporation (the)42,086US$9.19M0.15%
Palo Alto Networks, Inc.26,776US$9.13M0.15%
Coca-cola Company (the)109KUS$8.88M0.15%
Parker-hannifin Corporation8,864US$8.67M0.14%
Mastercard Incorporated16,467US$8.46M0.14%
Blackstone Inc.70,155US$8.26M0.14%
Philip Morris International Inc44,967US$8.13M0.13%
Vertiv Holdings, Llc24,110US$8.07M0.13%
Oracle Corporation54,467US$7.98M0.13%
Pepsico, Inc.57,213US$7.75M0.13%
Caseys General Stores, Inc.9,623US$7.65M0.13%
Cadence Design Systems, Inc.19,215US$7.21M0.12%
Vale S.a.479KUS$7.2M0.12%
Citigroup, Inc.51,145US$7.16M0.12%
Intuitive Surgical, Inc.17,904US$7.12M0.12%
Pnc Financial Services Group, Inc. (the)28,707US$7.07M0.12%
Rithm Capital Corp.750KUS$7.04M0.12%
Charles Schwab Corporation (the)74,619US$6.89M0.11%
Scholar Rock Holding Corporation125KUS$6.88M0.11%
Arista Networks, Inc.39,351US$6.68M0.11%
Valero Energy Corporation25,626US$6.67M0.11%
Chevron Corporation40,133US$6.65M0.11%
Bank Of America Corporation116KUS$6.61M0.11%
Dell Technologies Inc.15,300US$6.6M0.11%
American Express Company19,378US$6.55M0.11%
Sherwin-williams Company (the)18,869US$6.5M0.11%
Rtx Corporation33,564US$6.37M0.11%
Mcdonald's Corporation21,950US$5.93M0.10%
Sixth Street Specialty Lending, Inc.344KUS$5.9M0.10%
Walt Disney Company (the)61,143US$5.89M0.10%
Crowdstrike Holdings, Inc.7,569US$5.78M0.10%
Southern Company (the)59,195US$5.67M0.09%
Sterling Infrastructure, Inc.6,727US$5.65M0.09%
Ross Stores, Inc.26,369US$5.61M0.09%
Morgan Stanley26,596US$5.56M0.09%
Altria Group, Inc.76,034US$5.46M0.09%
At&t Inc.263KUS$5.45M0.09%
Duke Energy Corporation (holding Company)42,083US$5.33M0.09%
L3harris Technologies, Inc.17,320US$5.03M0.08%
Aaon, Inc.38,802US$4.92M0.08%
Booking Holdings Inc. Common Stock26,926US$4.8M0.08%
Space Exploration Technologies Corp27,785US$4.75M0.08%
Williams Companies, Inc. (the)61,976US$4.61M0.08%

Every holding of Mgo One Seven LLC

Source

View original at SEC

Related