Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC reported 1,589 holdings worth US$2.15B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Plante Moran Financial Advisors, LLC reported 1,589 holdings worth US$2.15B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 1,589
- Value as reported
- US$2.15B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 44,692 | US$12.9M | 0.60% |
| Alphabet Inc (google) Class C | 16,688 | US$5.96M | 0.28% |
| Microsoft Corp. | 13,690 | US$5.11M | 0.24% |
| Berkshire Hathaway Inc. | 8,755 | US$4.38M | 0.20% |
| Amazon.com, Inc. | 13,393 | US$3.19M | 0.15% |
| Jp Morgan Chase & Co. | 7,276 | US$2.38M | 0.11% |
| Johnson & Johnson | 8,905 | US$2.26M | 0.11% |
| Dte Energy Company | 11,882 | US$1.81M | 0.08% |
| Costco Wholesale Corporation | 1,392 | US$1.3M | 0.06% |
| Pepsico, Inc. | 8,949 | US$1.21M | 0.06% |
| Meta Platforms, Inc. | 2,134 | US$1.2M | 0.06% |
| Broadcom Inc. | 2,914 | US$1.1M | 0.05% |
| Nvidia Corporation | 5,377 | US$1.08M | 0.05% |
| Procter & Gamble Company (the) | 7,094 | US$1.04M | 0.05% |
| Eli Lilly And Company | 839 | US$1.01M | 0.05% |
| Marriott International | 2,649 | US$982K | 0.05% |
| International Business Machines Corporation | 2,971 | US$836K | 0.04% |
| Stryker Corporation | 2,598 | US$818K | 0.04% |
| Cisco Systems, Inc. | 6,696 | US$787K | 0.04% |
| Applied Materials, Inc. | 1,087 | US$786K | 0.04% |
| Home Depot, Inc. (the) | 2,199 | US$775K | 0.04% |
| Amgen Inc. | 2,109 | US$764K | 0.04% |
| Ge Aerospace | 1,803 | US$674K | 0.03% |
| Ge Vernova Inc. | 540 | US$634K | 0.03% |
| Oracle Corporation | 4,318 | US$633K | 0.03% |
| Dt Midstream, Inc. | 4,260 | US$625K | 0.03% |
| Walt Disney Company (the) | 6,192 | US$596K | 0.03% |
| Abbvie Inc. | 2,355 | US$593K | 0.03% |
| Cms Energy Corporation | 7,156 | US$547K | 0.03% |
| Danaher Corporation | 2,842 | US$541K | 0.03% |
| Kla Corporation | 1,770 | US$534K | 0.02% |
| Union Pacific Corporation | 1,886 | US$513K | 0.02% |
| Advanced Micro Devices Inc | 817 | US$475K | 0.02% |
| Nextera Energy, Inc. | 4,895 | US$430K | 0.02% |
| Walmart Inc. | 3,711 | US$420K | 0.02% |
| W.w. Grainger, Inc. | 307 | US$418K | 0.02% |
| Chevron Corporation | 2,405 | US$399K | 0.02% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 788 | US$376K | 0.02% |
| Fortinet, Inc. | 2,430 | US$373K | 0.02% |
| Qualcomm Incorporated | 1,936 | US$358K | 0.02% |
| Southern Company (the) | 3,672 | US$351K | 0.02% |
| Ford Mtr Co Del | 24,949 | US$347K | 0.02% |
| Mcdonald's Corporation | 1,275 | US$345K | 0.02% |
| Crowdstrike Holdings, Inc. | 448 | US$342K | 0.02% |
| Tesla, Inc. | 754 | US$317K | 0.01% |
| Intel Corporation | 2,271 | US$317K | 0.01% |
| Visa Inc. | 829 | US$285K | 0.01% |
| Corning Incorporated | 1,113 | US$284K | 0.01% |
| Netflix, Inc. | 3,951 | US$282K | 0.01% |
| American Express Company | 831 | US$281K | 0.01% |
| Texas Instruments Incorporated | 917 | US$273K | 0.01% |
| Mastercard Incorporated | 531 | US$273K | 0.01% |
| Manulife Financial Corporation | 6,661 | US$270K | 0.01% |
| Pfizer, Inc. | 11,175 | US$269K | 0.01% |
| Unitedhealth Group Incorporated | 623 | US$259K | 0.01% |
| Charles Schwab Corporation (the) | 2,764 | US$255K | 0.01% |
| Deere & Company | 387 | US$245K | 0.01% |
| Rtx Corporation | 1,289 | US$245K | 0.01% |
| Parker-hannifin Corporation | 248 | US$243K | 0.01% |
| Abbott Laboratories | 2,662 | US$242K | 0.01% |
| Lowe's Companies, Inc. | 1,078 | US$238K | 0.01% |
| Automatic Data Processing, Inc. | 1,056 | US$237K | 0.01% |
| American Electric Power Company, Inc. | 1,721 | US$235K | 0.01% |
| Palo Alto Networks, Inc. | 671 | US$229K | 0.01% |
| Micron Technology, Inc. | 192 | US$222K | 0.01% |
| Relay Therapeutics, Inc. | 10,836 | US$203K | <0.01% |
| Archer-daniels-midland Company | 2,652 | US$203K | <0.01% |
| Yum! Brands, Inc. | 1,264 | US$202K | <0.01% |
| Arrow Financial Corporation | 4,905 | US$201K | <0.01% |
| Alnylam Pharmaceuticals, Inc. | 636 | US$191K | <0.01% |
| Caterpillar, Inc. | 179 | US$191K | <0.01% |
| The Andersons, Inc. | 2,758 | US$189K | <0.01% |
| Fifth Third Bancorp | 3,178 | US$179K | <0.01% |
| Exelon Corporation | 3,842 | US$179K | <0.01% |
| Tjx Companies, Inc. (the) | 1,175 | US$178K | <0.01% |
| Asml Holding Nv | 89 | US$177K | <0.01% |
| Public Storage | 555 | US$177K | <0.01% |
| Wells Fargo & Company | 2,046 | US$169K | <0.01% |
| Arista Networks, Inc. | 989 | US$168K | <0.01% |
| Merck & Company, Inc. | 1,290 | US$166K | <0.01% |
| Bank Of America Corporation | 2,769 | US$158K | <0.01% |
| Huntington Bancshares Incorporated | 8,728 | US$155K | <0.01% |
| Csx Corporation | 3,216 | US$153K | <0.01% |
| Casella Waste Systems, Inc. | 1,559 | US$151K | <0.01% |
| Energy Transfer Lp | 7,829 | US$150K | <0.01% |
| Idacorp, Inc. | 983 | US$149K | <0.01% |
| Nbt Bancorp Inc. | 2,991 | US$148K | <0.01% |
| Sony Group Corporation | 7,266 | US$146K | <0.01% |
| General Motors Company | 1,888 | US$146K | <0.01% |
| Conocophillips | 1,387 | US$144K | <0.01% |
| Axon Enterprise, Inc. | 253 | US$142K | <0.01% |
| Thermo Fisher Scientific Inc | 269 | US$135K | <0.01% |
| Oil-dri Corporation Of America | 1,308 | US$134K | <0.01% |
| L3harris Technologies, Inc. | 460 | US$134K | <0.01% |
| Hubbell Inc | 255 | US$133K | <0.01% |
| Intuitive Surgical, Inc. | 325 | US$129K | <0.01% |
| Goldman Sachs Group, Inc. (the) | 127 | US$129K | <0.01% |
| Qnity Electronics, Inc. | 781 | US$128K | <0.01% |
| Valero Energy Corporation | 485 | US$126K | <0.01% |
| Leidos Holdings, Inc. | 1,224 | US$126K | <0.01% |
Every holding of Plante Moran Financial Advisors, LLC
Source
View original at SEC
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