NBZ Investment Advisors LLC
NBZ Investment Advisors LLC reported 86 holdings worth US$256M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
NBZ Investment Advisors LLC reported 86 holdings worth US$256M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$256M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 15,287 | US$4.42M | 1.7% |
| Alphabet Inc (google) Class C | 9,331 | US$3.33M | 1.3% |
| Nvidia Corporation | 14,934 | US$2.99M | 1.2% |
| American Express Company | 7,350 | US$2.49M | 0.97% |
| Vertiv Holdings, Llc | 4,805 | US$1.61M | 0.63% |
| Jp Morgan Chase & Co. | 4,602 | US$1.51M | 0.59% |
| Microsoft Corp. | 4,037 | US$1.51M | 0.59% |
| Berkshire Hathaway Inc. | 1,985 | US$993K | 0.39% |
| Wells Fargo & Company | 11,234 | US$928K | 0.36% |
| Advanced Micro Devices Inc | 1,470 | US$854K | 0.33% |
| Ge Aerospace | 2,168 | US$810K | 0.32% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,669 | US$797K | 0.31% |
| Pinnacle Financial Partners, Inc. | 6,400 | US$646K | 0.25% |
| Micron Technology, Inc. | 558 | US$644K | 0.25% |
| Ge Vernova Inc. | 541 | US$636K | 0.25% |
| Tesla, Inc. | 1,452 | US$611K | 0.24% |
| Boeing Company (the) | 2,635 | US$570K | 0.22% |
| Amazon.com, Inc. | 2,140 | US$510K | 0.20% |
| Intel Corporation | 3,326 | US$464K | 0.18% |
| Pfizer, Inc. | 19,024 | US$458K | 0.18% |
| Procter & Gamble Company (the) | 2,655 | US$389K | 0.15% |
| Abbvie Inc. | 1,228 | US$309K | 0.12% |
| Meta Platforms, Inc. | 518 | US$292K | 0.11% |
| Annaly Capital Management Inc. | 12,000 | US$268K | 0.10% |
| Space Exploration Technologies Corp | 1,561 | US$267K | 0.10% |
| Johnson & Johnson | 1,012 | US$257K | 0.10% |
| Blackstone Inc. | 2,160 | US$254K | 0.10% |
| Charles Schwab Corporation (the) | 2,455 | US$227K | 0.09% |
| Exxon Mobil Corporation | 1,559 | US$213K | 0.08% |
| Caterpillar, Inc. | 200 | US$213K | 0.08% |
| Palo Alto Networks, Inc. | 606 | US$207K | 0.08% |
| Walt Disney Company (the) | 2,146 | US$207K | 0.08% |
| Broadcom Inc. | 483 | US$182K | 0.07% |
| Veritone, Inc. | 37,107 | US$50,837 | 0.02% |
Source
View original at SEC
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