Powell Investment Advisors, LLC
Powell Investment Advisors, LLC reported 167 holdings worth US$317M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Powell Investment Advisors, LLC reported 167 holdings worth US$317M as of Jun 30, 2026. Largest: Amazon.com, Inc., Nvidia Corporation and Goldman Sachs Group, Inc. (the). Filed Jul 29, 2026 (Form 13F).
- Holdings
- 167
- Value as reported
- US$317M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 37,800 | US$9.01M | 2.8% |
| Nvidia Corporation | 34,616 | US$6.93M | 2.2% |
| Goldman Sachs Group, Inc. (the) | 6,594 | US$6.67M | 2.1% |
| Tesla, Inc. | 13,297 | US$5.59M | 1.8% |
| Apple Inc | 14,199 | US$4.11M | 1.3% |
| Jp Morgan Chase & Co. | 9,451 | US$3.09M | 0.98% |
| Alphabet Inc (google) Class C | 8,421 | US$3.01M | 0.95% |
| Berkshire Hathaway Inc. | 5,945 | US$2.97M | 0.94% |
| Southern Copper Corporation | 9,898 | US$1.72M | 0.54% |
| Microsoft Corp. | 4,169 | US$1.56M | 0.49% |
| Lam Research Corporation | 3,460 | US$1.5M | 0.47% |
| Allison Transmission Holdings, Inc. | 12,079 | US$1.36M | 0.43% |
| International Business Machines Corporation | 4,588 | US$1.29M | 0.41% |
| Cisco Systems, Inc. | 10,857 | US$1.28M | 0.40% |
| Citigroup, Inc. | 8,628 | US$1.21M | 0.38% |
| Broadcom Inc. | 3,145 | US$1.19M | 0.38% |
| Sonoco Products Company | 21,051 | US$1.19M | 0.37% |
| Cheniere Energy Partners, Lp | 18,272 | US$1.11M | 0.35% |
| Lockheed Martin Corporation | 1,927 | US$982K | 0.31% |
| Morgan Stanley | 4,628 | US$967K | 0.31% |
| American Electric Power Company, Inc. | 6,709 | US$918K | 0.29% |
| Applied Materials, Inc. | 1,256 | US$908K | 0.29% |
| Gilead Sciences, Inc. | 7,040 | US$889K | 0.28% |
| Cloudflare, Inc. | 3,583 | US$879K | 0.28% |
| Eli Lilly And Company | 683 | US$819K | 0.26% |
| Blackstone Inc. | 6,800 | US$800K | 0.25% |
| Home Depot, Inc. (the) | 2,260 | US$797K | 0.25% |
| Consolidated Edison, Inc. | 6,671 | US$738K | 0.23% |
| Coca-cola Company (the) | 8,684 | US$710K | 0.22% |
| Lamar Advertising Company | 4,438 | US$692K | 0.22% |
| Blackrock, Inc. | 708 | US$681K | 0.21% |
| Philip Morris International Inc | 3,587 | US$654K | 0.21% |
| Corning Incorporated | 2,457 | US$628K | 0.20% |
| Nextera Energy, Inc. | 7,080 | US$621K | 0.20% |
| Johnson & Johnson | 2,318 | US$589K | 0.19% |
| Datadog, Inc. | 2,148 | US$559K | 0.18% |
| Heico Corporation | 2,095 | US$540K | 0.17% |
| Merck & Company, Inc. | 4,109 | US$531K | 0.17% |
| Bristol-myers Squibb Company | 8,653 | US$499K | 0.16% |
| Lennar Corporation | 5,392 | US$488K | 0.15% |
| Intel Corporation | 3,410 | US$476K | 0.15% |
| Williams Companies, Inc. (the) | 6,202 | US$461K | 0.15% |
| Snowflake Inc. | 1,808 | US$460K | 0.15% |
| Ford Mtr Co Del | 32,207 | US$448K | 0.14% |
| Mcdonald's Corporation | 1,615 | US$437K | 0.14% |
| Uber Technologies, Inc. | 5,875 | US$424K | 0.13% |
| Shopify Inc. | 3,695 | US$422K | 0.13% |
| Block, Inc. | 5,527 | US$420K | 0.13% |
| Marsh | 2,359 | US$393K | 0.12% |
| Advanced Micro Devices Inc | 658 | US$382K | 0.12% |
| At&t Inc. | 18,412 | US$381K | 0.12% |
| Bank Of America Corporation | 6,578 | US$375K | 0.12% |
| Wells Fargo & Company | 4,426 | US$366K | 0.12% |
| Enbridge Inc. | 6,585 | US$357K | 0.11% |
| Oklo Inc. | 6,735 | US$352K | 0.11% |
| Apollo Global Management, Inc. (new) | 2,897 | US$343K | 0.11% |
| Walmart Inc. | 3,006 | US$340K | 0.11% |
| Enterprise Products Partners L.p. | 9,086 | US$334K | 0.11% |
| Waste Management, Inc. | 1,427 | US$318K | 0.10% |
| Metlife, Inc. | 3,472 | US$294K | 0.09% |
| Ellington Financial Inc. | 21,225 | US$292K | 0.09% |
| Brookfield Corporation | 6,551 | US$279K | 0.09% |
| Meta Platforms, Inc. | 486 | US$274K | 0.09% |
| Federal Realty Investment Trust | 2,183 | US$269K | 0.09% |
| Netflix, Inc. | 3,650 | US$261K | 0.08% |
| Avery Dennison Corporation | 1,544 | US$251K | 0.08% |
| Space Exploration Technologies Corp | 1,408 | US$241K | 0.08% |
| Warner Music Group Corp. | 8,475 | US$229K | 0.07% |
| Paychex, Inc. | 2,228 | US$219K | 0.07% |
| Nucor Corporation | 939 | US$210K | 0.07% |
| Cleanspark, Inc. | 14,340 | US$209K | 0.07% |
| Edwards Lifesciences Corporation | 2,286 | US$207K | 0.07% |
| M&t Bank Corporation | 747 | US$178K | 0.06% |
| Recursion Pharmaceuticals, Inc. | 33,660 | US$124K | 0.04% |
| Uranium Energy Corp. | 11,244 | US$120K | 0.04% |
| Lightbridge Corporation | 11,650 | US$102K | 0.03% |
| Hyperliquid Strategies Inc | 11,883 | US$93,519 | 0.03% |
| Whitehorse Finance, Inc. | 12,033 | US$83,629 | 0.03% |
| Sharplink, Inc. | 12,874 | US$61,795 | 0.02% |
| Amc Entertainment Holdings, Inc. | 25,000 | US$47,500 | 0.01% |
| Btq Technologies Corp. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| General Mills, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Molson Coors Beverage Company | 0 | US$0 | 0.00% |
| Nano Nuclear Energy Inc. | 0 | US$0 | 0.00% |
| Redwire Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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