Plotkin Financial Advisors, LLC
Plotkin Financial Advisors, LLC reported 110 holdings worth US$241M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Plotkin Financial Advisors, LLC reported 110 holdings worth US$241M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$241M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 29,022 | US$8.4M | 3.5% |
| Nvidia Corporation | 19,647 | US$3.93M | 1.6% |
| Alphabet Inc (google) Class C | 8,366 | US$2.99M | 1.2% |
| Amazon.com, Inc. | 8,340 | US$1.99M | 0.82% |
| Palo Alto Networks, Inc. | 5,298 | US$1.81M | 0.75% |
| Procter & Gamble Company (the) | 10,017 | US$1.47M | 0.61% |
| Oracle Corporation | 9,060 | US$1.33M | 0.55% |
| Merck & Company, Inc. | 10,131 | US$1.3M | 0.54% |
| International Business Machines Corporation | 4,552 | US$1.28M | 0.53% |
| Eli Lilly And Company | 964 | US$1.16M | 0.48% |
| Microsoft Corp. | 2,827 | US$1.05M | 0.44% |
| Meta Platforms, Inc. | 1,595 | US$898K | 0.37% |
| Johnson & Johnson | 3,233 | US$821K | 0.34% |
| Advanced Micro Devices Inc | 1,312 | US$762K | 0.32% |
| Berkshire Hathaway Inc. | 1,337 | US$669K | 0.28% |
| Coca-cola Company (the) | 8,009 | US$651K | 0.27% |
| Arista Networks, Inc. | 3,357 | US$570K | 0.24% |
| Jp Morgan Chase & Co. | 1,658 | US$543K | 0.23% |
| Home Depot, Inc. (the) | 1,496 | US$528K | 0.22% |
| Constellation Energy Corporation | 2,071 | US$514K | 0.21% |
| Visa Inc. | 1,414 | US$485K | 0.20% |
| Nextera Energy, Inc. | 5,425 | US$476K | 0.20% |
| Blackstone Inc. | 3,779 | US$445K | 0.18% |
| S&p Global Inc. | 1,037 | US$422K | 0.18% |
| 3m Company | 2,278 | US$369K | 0.15% |
| American Express Company | 1,052 | US$356K | 0.15% |
| Micron Technology, Inc. | 303 | US$350K | 0.15% |
| Emerson Electric Company | 2,304 | US$330K | 0.14% |
| Moody's Corporation | 702 | US$318K | 0.13% |
| Coupang, Inc. | 18,000 | US$313K | 0.13% |
| Applied Materials, Inc. | 400 | US$289K | 0.12% |
| Exelon Corporation | 6,191 | US$289K | 0.12% |
| Mcdonald's Corporation | 992 | US$268K | 0.11% |
| Norfolk Southern Corporation | 829 | US$261K | 0.11% |
| Bank Of America Corporation | 4,410 | US$251K | 0.10% |
| Walmart Inc. | 2,150 | US$244K | 0.10% |
| Intel Corporation | 1,738 | US$243K | 0.10% |
| Wec Energy Group, Inc. | 2,042 | US$238K | 0.10% |
| Verizon Communications Inc. | 5,315 | US$225K | 0.09% |
| M&t Bank Corporation | 905 | US$215K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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