MinichMacGregor Wealth Management, LLC
MinichMacGregor Wealth Management, LLC reported 150 holdings worth US$659M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
MinichMacGregor Wealth Management, LLC reported 150 holdings worth US$659M as of Jun 30, 2026. Largest: Nvidia Corporation, Kla Corporation and Microsoft Corp. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 150
- Value as reported
- US$659M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 92,994 | US$18.6M | 2.8% |
| Kla Corporation | 51,332 | US$15.5M | 2.3% |
| Microsoft Corp. | 41,460 | US$15.5M | 2.3% |
| Alphabet Inc (google) Class C | 38,782 | US$13.9M | 2.1% |
| Broadcom Inc. | 32,750 | US$12.4M | 1.9% |
| Cadence Design Systems, Inc. | 31,129 | US$11.7M | 1.8% |
| Constellation Energy Corporation | 38,298 | US$9.51M | 1.4% |
| Valero Energy Corporation | 32,297 | US$8.41M | 1.3% |
| Heico Corporation | 31,585 | US$8.15M | 1.2% |
| Marriott International | 19,890 | US$7.37M | 1.1% |
| Tjx Companies, Inc. (the) | 46,731 | US$7.08M | 1.1% |
| Steel Dynamics, Inc. | 28,979 | US$6.65M | 1.0% |
| Applied Materials, Inc. | 6,930 | US$5.01M | 0.76% |
| Apple Inc | 13,828 | US$4M | 0.61% |
| Ge Aerospace | 9,462 | US$3.54M | 0.54% |
| Lockheed Martin Corporation | 5,642 | US$2.87M | 0.44% |
| Ge Vernova Inc. | 2,397 | US$2.82M | 0.43% |
| Jp Morgan Chase & Co. | 5,385 | US$1.76M | 0.27% |
| Advanced Micro Devices Inc | 2,885 | US$1.68M | 0.25% |
| Amazon.com, Inc. | 6,957 | US$1.66M | 0.25% |
| Micron Technology, Inc. | 1,076 | US$1.24M | 0.19% |
| Tesla, Inc. | 2,641 | US$1.11M | 0.17% |
| Eli Lilly And Company | 808 | US$969K | 0.15% |
| Caterpillar, Inc. | 750 | US$799K | 0.12% |
| Cisco Systems, Inc. | 6,778 | US$796K | 0.12% |
| Fuelcell Energy, Inc. | 20,013 | US$721K | 0.11% |
| Meta Platforms, Inc. | 1,228 | US$692K | 0.10% |
| Freeport-mcmoran, Inc. | 10,710 | US$674K | 0.10% |
| Cameco Corporation | 6,000 | US$611K | 0.09% |
| Verisk Analytics, Inc. | 3,271 | US$587K | 0.09% |
| Walmart Inc. | 4,878 | US$553K | 0.08% |
| Cgi Inc. Class A | 7,834 | US$506K | 0.08% |
| Johnson & Johnson | 1,919 | US$487K | 0.07% |
| At&t Inc. | 22,728 | US$470K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 456 | US$461K | 0.07% |
| Asml Holding Nv | 227 | US$452K | 0.07% |
| The Bank Of New York Mellon Corporation | 2,811 | US$406K | 0.06% |
| Chevron Corporation | 2,398 | US$398K | 0.06% |
| Berkshire Hathaway Inc. | 774 | US$388K | 0.06% |
| Citigroup, Inc. | 2,749 | US$385K | 0.06% |
| Abbvie Inc. | 1,456 | US$367K | 0.06% |
| Intel Corporation | 2,486 | US$347K | 0.05% |
| Centrus Energy Corp. | 2,056 | US$345K | 0.05% |
| Oracle Corporation | 2,253 | US$330K | 0.05% |
| General Motors Company | 4,258 | US$328K | 0.05% |
| Cardinal Health, Inc. | 1,335 | US$317K | 0.05% |
| Rocket Lab Corporation | 3,102 | US$315K | 0.05% |
| Exxon Mobil Corporation | 2,282 | US$312K | 0.05% |
| Simon Property Group, Inc. | 1,386 | US$310K | 0.05% |
| Ge Healthcare Technologies Inc. | 4,780 | US$306K | 0.05% |
| Morgan Stanley | 1,455 | US$304K | 0.05% |
| Palo Alto Networks, Inc. | 891 | US$304K | 0.05% |
| Bank Of America Corporation | 5,335 | US$304K | 0.05% |
| Franklin Resources, Inc. | 8,918 | US$297K | 0.05% |
| Marvell Technology, Inc. | 989 | US$295K | 0.04% |
| Curtiss-wright Corporation | 380 | US$288K | 0.04% |
| International Business Machines Corporation | 1,006 | US$283K | 0.04% |
| Axon Enterprise, Inc. | 500 | US$280K | 0.04% |
| Bwx Technologies, Inc. | 1,412 | US$275K | 0.04% |
| Crown Castle Inc. | 3,625 | US$275K | 0.04% |
| Emerson Electric Company | 1,862 | US$267K | 0.04% |
| Wells Fargo & Company | 3,212 | US$265K | 0.04% |
| Trustco Bank Corp Ny | 4,639 | US$255K | 0.04% |
| Visa Inc. | 738 | US$253K | 0.04% |
| Invesco Ltd | 9,492 | US$250K | 0.04% |
| Kimco Realty Corporation (hc) | 9,514 | US$241K | 0.04% |
| Cloudflare, Inc. | 976 | US$239K | 0.04% |
| Williams Companies, Inc. (the) | 3,208 | US$239K | 0.04% |
| Altria Group, Inc. | 3,135 | US$226K | 0.03% |
| Intuitive Surgical, Inc. | 544 | US$216K | 0.03% |
| Everpure, Inc. | 2,744 | US$216K | 0.03% |
| Viavi Solutions Inc. | 4,454 | US$213K | 0.03% |
| Rtx Corporation | 1,088 | US$206K | 0.03% |
| Unitedhealth Group Incorporated | 485 | US$202K | 0.03% |
| Plug Power, Inc. | 55,738 | US$151K | 0.02% |
| Edison International | 0 | US$0 | 0.00% |
| Ford Mtr Co Del | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Halliburton Company | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Mplx Lp | 0 | US$0 | 0.00% |
| O'reilly Automotive, Inc. | 0 | US$0 | 0.00% |
| Parker-hannifin Corporation | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Apa Corporation | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related