PACK Private Wealth, LLC
PACK Private Wealth, LLC reported 61 holdings worth US$241M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
PACK Private Wealth, LLC reported 61 holdings worth US$241M as of Jun 30, 2026. Largest: Graco Inc., Unitedhealth Group Incorporated and Apple Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$241M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Graco Inc. | 154K | US$11.6M | 4.8% |
| Unitedhealth Group Incorporated | 9,566 | US$3.98M | 1.6% |
| Apple Inc | 9,565 | US$2.77M | 1.1% |
| Chart Industries, Inc. | 11,215 | US$2.34M | 0.97% |
| Alphabet Inc (google) Class C | 3,933 | US$1.41M | 0.58% |
| C.h. Robinson Worldwide, Inc. | 6,620 | US$1.25M | 0.52% |
| Broadcom Inc. | 3,114 | US$1.18M | 0.49% |
| Amazon.com, Inc. | 4,196 | US$1M | 0.41% |
| Berkshire Hathaway Inc. | 1,225 | US$613K | 0.25% |
| Microsoft Corp. | 1,425 | US$532K | 0.22% |
| Delta Air Lines, Inc. | 3,933 | US$368K | 0.15% |
| Old National Bancorp | 13,078 | US$339K | 0.14% |
| Meta Platforms, Inc. | 574 | US$323K | 0.13% |
| Digi International Inc. | 4,000 | US$300K | 0.12% |
| Clearfield, Inc. | 7,500 | US$298K | 0.12% |
| Caterpillar, Inc. | 276 | US$294K | 0.12% |
| Tesla, Inc. | 694 | US$292K | 0.12% |
| Eli Lilly And Company | 224 | US$269K | 0.11% |
| Jp Morgan Chase & Co. | 803 | US$263K | 0.11% |
| Ecolab Inc. | 866 | US$241K | 0.10% |
| Blackstone Inc. | 2,000 | US$235K | 0.10% |
| Api Group Corporation | 5,142 | US$218K | 0.09% |
| Enbridge Inc. | 3,812 | US$207K | 0.09% |
| Petroleo Brasileiro Sa | 10,767 | US$174K | 0.07% |
| Under Armour, Inc. | 9,998 | US$63,886 | 0.03% |
| Uwm Holdings Corporation | 17,022 | US$38,980 | 0.02% |
| Cibus, Inc. | 15,478 | US$21,205 | <0.01% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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