Nestegg Advisors, Inc. reported 53 holdings worth US$141M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Nestegg Advisors, Inc. reported 53 holdings worth US$141M as of Jun 30, 2026. Largest: Apple Inc, Costco Wholesale Corporation and Home Depot, Inc. (the). Filed Jul 14, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$141M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 14,052 | US$4.07M | 2.9% |
| Costco Wholesale Corporation | 680 | US$636K | 0.45% |
| Home Depot, Inc. (the) | 1,449 | US$511K | 0.36% |
| Interdigital, Inc. | 1,532 | US$434K | 0.31% |
| Johnson & Johnson | 1,651 | US$419K | 0.30% |
| Alphabet Inc (google) Class C | 1,091 | US$390K | 0.28% |
| Microsoft Corp. | 819 | US$305K | 0.22% |
| Amazon.com, Inc. | 1,263 | US$301K | 0.21% |
| The Travelers Companies, Inc. | 854 | US$282K | 0.20% |
| Nextera Energy, Inc. | 2,419 | US$212K | 0.15% |
| Morgan Stanley | 1,002 | US$210K | 0.15% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |