Paul R. Ried Financial Group, LLC
Paul R. Ried Financial Group, LLC reported 47 holdings worth US$229M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Paul R. Ried Financial Group, LLC reported 47 holdings worth US$229M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Boeing Company (the). Filed Jul 7, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$229M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 52,068 | US$19.4M | 8.5% |
| Apple Inc | 27,727 | US$8.02M | 3.5% |
| Boeing Company (the) | 20,543 | US$4.45M | 1.9% |
| Amazon.com, Inc. | 13,915 | US$3.32M | 1.4% |
| Starbucks Corporation | 21,641 | US$2.21M | 0.97% |
| Costco Wholesale Corporation | 1,717 | US$1.61M | 0.70% |
| Nvidia Corporation | 3,891 | US$779K | 0.34% |
| Intel Corporation | 4,237 | US$592K | 0.26% |
| Alphabet Inc (google) Class C | 1,391 | US$497K | 0.22% |
| Oracle Corporation | 3,325 | US$487K | 0.21% |
| Jp Morgan Chase & Co. | 1,472 | US$482K | 0.21% |
| Meta Platforms, Inc. | 662 | US$373K | 0.16% |
| Berkshire Hathaway Inc. | 652 | US$326K | 0.14% |
| Goldman Sachs Group, Inc. (the) | 310 | US$314K | 0.14% |
| Visa Inc. | 888 | US$305K | 0.13% |
| Johnson & Johnson | 1,106 | US$281K | 0.12% |
| Cisco Systems, Inc. | 2,197 | US$258K | 0.11% |
| Broadcom Inc. | 554 | US$209K | 0.09% |
| Amgen Inc. | 577 | US$209K | 0.09% |
| Microvision, Inc. | 10,000 | US$3,270 | <0.01% |