Professional Financial Advisors, LLC

Professional Financial Advisors, LLC reported 146 holdings worth US$578M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

Professional Financial Advisors, LLC reported 146 holdings worth US$578M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Union Pacific Corporation and Alphabet Inc (google) Class C. Filed Jul 9, 2026 (Form 13F).

Holdings
146
Value as reported
US$578M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.10,829US$5.42M0.94%
Union Pacific Corporation18,316US$4.98M0.86%
Alphabet Inc (google) Class C9,061US$3.24M0.56%
Microsoft Corp.8,170US$3.05M0.53%
Apple Inc9,125US$2.64M0.46%
Amazon.com, Inc.9,984US$2.38M0.41%
Taiwan Semiconductor Manufacturing Co., Ltd.4,449US$2.12M0.37%
Walmart Inc.18,436US$2.09M0.36%
Visa Inc.5,991US$2.06M0.36%
Meta Platforms, Inc.3,611US$2.03M0.35%
Capital One Financial Corporation9,710US$1.95M0.34%
Mastercard Incorporated3,703US$1.9M0.33%
O'reilly Automotive, Inc.15,985US$1.47M0.25%
Applied Materials, Inc.1,443US$1.04M0.18%
Dell Technologies Inc.2,198US$948K0.16%
Nvidia Corporation3,483US$697K0.12%
Procter & Gamble Company (the)3,356US$492K0.09%
Abbvie Inc.1,904US$479K0.08%
Tesla, Inc.944US$397K0.07%
Arista Networks, Inc.2,292US$389K0.07%
Wells Fargo & Company4,410US$364K0.06%
Charles Schwab Corporation (the)3,829US$353K0.06%
Energy Transfer Lp16,401US$314K0.05%
Lam Research Corporation596US$258K0.04%
Oracle Corporation1,751US$257K0.04%
Dorian Lpg Ltd.7,349US$256K0.04%
Lockheed Martin Corporation417US$212K0.04%
W.w. Grainger, Inc.155US$211K0.04%
American Express Company620US$210K0.04%
Bok Financial Corporation0US$00.00%
Conagra Brands, Inc.0US$00.00%
Copart, Inc.0US$00.00%
Home Depot, Inc. (the)0US$00.00%
International Business Machines Corporation0US$00.00%
Lamb Weston Holdings, Inc.0US$00.00%
Rockwell Automation, Inc.0US$00.00%
American Tower Corporation (reit)0US$00.00%

Source

View original at SEC

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