Onyx Financial Advisors, LLC reported 18 holdings worth US$278M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Onyx Financial Advisors, LLC reported 18 holdings worth US$278M as of Jun 30, 2026. Largest: Glacier Bancorp, Inc., Microsoft Corp. and Revvity, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$278M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Glacier Bancorp, Inc. | 80,810 | US$4.17M | 1.5% |
| Microsoft Corp. | 7,235 | US$2.7M | 0.97% |
| Revvity, Inc. | 11,369 | US$1.26M | 0.46% |
| Caterpillar, Inc. | 1,066 | US$1.13M | 0.41% |
| Oracle Corporation | 4,183 | US$613K | 0.22% |
| Stryker Corporation | 1,115 | US$351K | 0.13% |
| Philip Morris International Inc | 1,647 | US$298K | 0.11% |