Mokosak Advisory Group, LLC reported 38 holdings worth US$462M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Mokosak Advisory Group, LLC reported 38 holdings worth US$462M as of Jun 30, 2026. Largest: Apple Inc, Caseys General Stores, Inc. and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$462M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,126 | US$2.06M | 0.45% |
| Caseys General Stores, Inc. | 2,145 | US$1.7M | 0.37% |
| Nvidia Corporation | 6,072 | US$1.21M | 0.26% |
| Principal Financial Group Inc | 7,052 | US$760K | 0.16% |
| Deere & Company | 1,188 | US$753K | 0.16% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,265 | US$604K | 0.13% |
| Walmart Inc. | 5,205 | US$589K | 0.13% |
| Advanced Micro Devices Inc | 937 | US$544K | 0.12% |
| Wells Fargo & Company | 4,285 | US$354K | 0.08% |
| Micron Technology, Inc. | 259 | US$299K | 0.06% |
| Amazon.com, Inc. | 1,220 | US$291K | 0.06% |
| Applied Materials, Inc. | 402 | US$291K | 0.06% |
| Keurig Dr Pepper Inc. | 8,053 | US$264K | 0.06% |
| Eli Lilly And Company | 213 | US$256K | 0.06% |
| Intuitive Surgical, Inc. | 585 | US$233K | 0.05% |
| Sherwin-williams Company (the) | 657 | US$226K | 0.05% |
| Exxon Mobil Corporation | 1,586 | US$217K | 0.05% |
| Amgen Inc. | 0 | US$0 | 0.00% |