Prepared Retirement Institute LLC
Prepared Retirement Institute LLC reported 94 holdings worth US$235M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Prepared Retirement Institute LLC reported 94 holdings worth US$235M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Abbvie Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$235M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 7,149 | US$2.67M | 1.1% |
| Apple Inc | 6,343 | US$1.84M | 0.78% |
| Abbvie Inc. | 5,962 | US$1.5M | 0.64% |
| Exxon Mobil Corporation | 9,279 | US$1.27M | 0.54% |
| Nvidia Corporation | 5,373 | US$1.08M | 0.46% |
| Alphabet Inc (google) Class C | 2,872 | US$1.03M | 0.44% |
| Merck & Company, Inc. | 7,753 | US$996K | 0.42% |
| Allstate Corporation (the) | 2,847 | US$677K | 0.29% |
| Johnson & Johnson | 2,641 | US$671K | 0.29% |
| Jp Morgan Chase & Co. | 1,655 | US$542K | 0.23% |
| Tesla, Inc. | 1,263 | US$531K | 0.23% |
| Amazon.com, Inc. | 1,936 | US$461K | 0.20% |
| Meta Platforms, Inc. | 818 | US$461K | 0.20% |
| Abbott Laboratories | 4,718 | US$428K | 0.18% |
| Morgan Stanley | 1,997 | US$417K | 0.18% |
| Capital One Financial Corporation | 1,785 | US$358K | 0.15% |
| Cardinal Health, Inc. | 1,464 | US$348K | 0.15% |
| Micron Technology, Inc. | 300 | US$346K | 0.15% |
| Ppl Corporation | 8,488 | US$309K | 0.13% |
| Berkshire Hathaway Inc. | 613 | US$307K | 0.13% |
| International Business Machines Corporation | 1,005 | US$282K | 0.12% |
| Asml Holding Nv | 137 | US$273K | 0.12% |
| Walmart Inc. | 2,320 | US$263K | 0.11% |
| Chevron Corporation | 1,552 | US$257K | 0.11% |
| Advanced Micro Devices Inc | 435 | US$253K | 0.11% |
| Intel Corporation | 1,777 | US$248K | 0.11% |
| General Dynamics Corporation | 700 | US$248K | 0.11% |
| Constellation Energy Corporation | 993 | US$247K | 0.11% |
| Strategy Inc | 2,799 | US$243K | 0.10% |
| Mcdonald's Corporation | 870 | US$235K | 0.10% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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