MinichMacGregor Wealth Management, LLC
MinichMacGregor Wealth Management, LLC reported 159 holdings worth US$620M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
MinichMacGregor Wealth Management, LLC reported 159 holdings worth US$620M as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 159
- Value as reported
- US$620M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 95,516 | US$21.8M | 3.5% |
| Microsoft Corp. | 28,869 | US$14.8M | 2.4% |
| Alphabet Inc (google) Class C | 37,794 | US$13M | 2.1% |
| Valero Energy Corporation | 31,866 | US$12.4M | 2.0% |
| Broadcom Inc. | 32,307 | US$11.3M | 1.8% |
| Cheniere Energy, Inc. | 41,808 | US$11.2M | 1.8% |
| Kla Corporation | 54,609 | US$10.6M | 1.7% |
| Cadence Design Systems, Inc. | 27,882 | US$9.21M | 1.5% |
| Marriott International | 20,749 | US$7.38M | 1.2% |
| Waters Corporation | 16,533 | US$7.26M | 1.2% |
| Constellation Energy Corporation | 28,426 | US$7.22M | 1.2% |
| Heico Corporation | 23,553 | US$7.14M | 1.2% |
| Steel Dynamics, Inc. | 30,139 | US$6.68M | 1.1% |
| Zscaler Inc | 33,076 | US$6.6M | 1.1% |
| Exelixis, Inc. | 111K | US$6.46M | 1.0% |
| Apple Inc | 14,627 | US$4.87M | 0.79% |
| Applied Materials, Inc. | 6,595 | US$3.37M | 0.54% |
| Lockheed Martin Corporation | 5,555 | US$2.83M | 0.46% |
| Ge Aerospace | 8,552 | US$2.67M | 0.43% |
| Ge Vernova Inc. | 2,345 | US$2.23M | 0.36% |
| Advanced Micro Devices Inc | 3,161 | US$1.93M | 0.31% |
| Jp Morgan Chase & Co. | 5,271 | US$1.74M | 0.28% |
| Amazon.com, Inc. | 6,835 | US$1.7M | 0.27% |
| Space Exploration Technologies Corp | 10,017 | US$1.51M | 0.24% |
| Eli Lilly And Company | 968 | US$1.12M | 0.18% |
| Fortinet, Inc. | 5,905 | US$1.06M | 0.17% |
| Tesla, Inc. | 2,640 | US$937K | 0.15% |
| Meta Platforms, Inc. | 1,184 | US$859K | 0.14% |
| Micron Technology, Inc. | 737 | US$785K | 0.13% |
| Freeport-mcmoran, Inc. | 10,710 | US$750K | 0.12% |
| Abbvie Inc. | 2,516 | US$658K | 0.11% |
| At&t Inc. | 22,743 | US$555K | 0.09% |
| Cgi Inc. Class A | 7,834 | US$533K | 0.09% |
| Verisk Analytics, Inc. | 3,156 | US$530K | 0.09% |
| Cameco Corporation | 6,000 | US$520K | 0.08% |
| Johnson & Johnson | 1,921 | US$509K | 0.08% |
| Walmart Inc. | 4,787 | US$497K | 0.08% |
| Chevron Corporation | 2,420 | US$494K | 0.08% |
| Fuelcell Energy, Inc. | 30,013 | US$493K | 0.08% |
| Asml Holding Nv | 259 | US$470K | 0.08% |
| Cisco Systems, Inc. | 3,837 | US$413K | 0.07% |
| Caterpillar, Inc. | 468 | US$380K | 0.06% |
| Berkshire Hathaway Inc. | 757 | US$377K | 0.06% |
| The Bank Of New York Mellon Corporation | 2,606 | US$377K | 0.06% |
| Oracle Corporation | 2,593 | US$356K | 0.06% |
| Palo Alto Networks, Inc. | 819 | US$326K | 0.05% |
| Intel Corporation | 2,633 | US$317K | 0.05% |
| Cardinal Health, Inc. | 1,414 | US$316K | 0.05% |
| Qualcomm Incorporated | 1,578 | US$290K | 0.05% |
| Bank Of America Corporation | 5,335 | US$290K | 0.05% |
| Morgan Stanley | 1,540 | US$290K | 0.05% |
| Emerson Electric Company | 1,862 | US$289K | 0.05% |
| Centrus Energy Corp. | 2,056 | US$287K | 0.05% |
| Simon Property Group, Inc. | 1,380 | US$277K | 0.04% |
| Intuitive Surgical, Inc. | 676 | US$275K | 0.04% |
| Visa Inc. | 738 | US$265K | 0.04% |
| Zeta Global Holdings Corp. | 8,521 | US$265K | 0.04% |
| Invesco Ltd | 8,461 | US$255K | 0.04% |
| Marvell Technology, Inc. | 956 | US$253K | 0.04% |
| Trustco Bank Corp Ny | 4,639 | US$252K | 0.04% |
| Franklin Resources, Inc. | 7,744 | US$249K | 0.04% |
| Wells Fargo & Company | 3,095 | US$248K | 0.04% |
| Rapid7, Inc. | 20,000 | US$244K | 0.04% |
| Rocket Lab Corporation | 3,482 | US$242K | 0.04% |
| Dynatrace, Inc. | 4,020 | US$232K | 0.04% |
| On Semiconductor Corporation | 2,999 | US$231K | 0.04% |
| Healthpeak Properties, Inc. | 11,449 | US$229K | 0.04% |
| Cloudflare, Inc. | 655 | US$227K | 0.04% |
| Kimco Realty Corporation (hc) | 9,986 | US$222K | 0.04% |
| International Business Machines Corporation | 970 | US$214K | 0.03% |
| Axon Enterprise, Inc. | 504 | US$213K | 0.03% |
| Crown Castle Inc. | 3,194 | US$213K | 0.03% |
| Rtx Corporation | 1,136 | US$211K | 0.03% |
| Williams Companies, Inc. (the) | 3,085 | US$210K | 0.03% |
| Curtiss-wright Corporation | 380 | US$207K | 0.03% |
| Boston Scientific Corporation | 4,609 | US$201K | 0.03% |
| Plug Power, Inc. | 55,793 | US$108K | 0.02% |
| Altria Group, Inc. | 0 | US$0 | 0.00% |
| Bwx Technologies, Inc. | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
| Viavi Solutions Inc. | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Everpure, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| General Motors Company | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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