Prosperity Financial Group, Inc.
Prosperity Financial Group, Inc. reported 184 holdings worth US$323M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Prosperity Financial Group, Inc. reported 184 holdings worth US$323M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 184
- Value as reported
- US$323M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 74,205 | US$21.5M | 6.7% |
| Nvidia Corporation | 60,025 | US$12M | 3.7% |
| Alphabet Inc (google) Class C | 25,845 | US$9.24M | 2.9% |
| Microsoft Corp. | 19,767 | US$7.37M | 2.3% |
| Advanced Micro Devices Inc | 9,884 | US$5.74M | 1.8% |
| Amazon.com, Inc. | 21,781 | US$5.19M | 1.6% |
| Jp Morgan Chase & Co. | 13,788 | US$4.51M | 1.4% |
| Tesla, Inc. | 9,502 | US$4M | 1.2% |
| Broadcom Inc. | 9,599 | US$3.63M | 1.1% |
| Costco Wholesale Corporation | 3,479 | US$3.25M | 1.0% |
| Caterpillar, Inc. | 3,009 | US$3.2M | 0.99% |
| Meta Platforms, Inc. | 5,287 | US$2.98M | 0.92% |
| Kla Corporation | 9,748 | US$2.94M | 0.91% |
| Abbvie Inc. | 11,474 | US$2.89M | 0.89% |
| Palantir Technologies Inc. | 24,494 | US$2.86M | 0.89% |
| Sandisk Corporation | 1,192 | US$2.71M | 0.84% |
| Lam Research Corporation | 6,069 | US$2.63M | 0.82% |
| Quanta Services, Inc. | 2,741 | US$1.97M | 0.61% |
| Eli Lilly And Company | 1,597 | US$1.92M | 0.59% |
| Viking Holdings Ltd | 15,905 | US$1.66M | 0.52% |
| Visa Inc. | 4,444 | US$1.52M | 0.47% |
| Monolithic Power Systems, Inc. | 1,069 | US$1.48M | 0.46% |
| Rockwell Automation, Inc. | 2,846 | US$1.41M | 0.44% |
| Ross Stores, Inc. | 6,533 | US$1.39M | 0.43% |
| Deere & Company | 2,122 | US$1.35M | 0.42% |
| Republic Services, Inc. | 6,270 | US$1.34M | 0.41% |
| Berkshire Hathaway Inc. | 2,654 | US$1.33M | 0.41% |
| Home Depot, Inc. (the) | 3,688 | US$1.3M | 0.40% |
| Tjx Companies, Inc. (the) | 8,405 | US$1.27M | 0.39% |
| Johnson & Johnson | 4,899 | US$1.24M | 0.39% |
| Intuitive Surgical, Inc. | 2,933 | US$1.17M | 0.36% |
| Unitedhealth Group Incorporated | 2,694 | US$1.12M | 0.35% |
| Uber Technologies, Inc. | 15,459 | US$1.12M | 0.35% |
| Salesforce, Inc. | 5,762 | US$903K | 0.28% |
| Zscaler Inc | 6,271 | US$885K | 0.27% |
| Coherent Corp. | 2,198 | US$867K | 0.27% |
| Mastercard Incorporated | 1,595 | US$819K | 0.25% |
| Walmart Inc. | 7,215 | US$817K | 0.25% |
| Sterling Infrastructure, Inc. | 903 | US$758K | 0.23% |
| Chevron Corporation | 4,279 | US$709K | 0.22% |
| Take-two Interactive Software, Inc. | 2,803 | US$701K | 0.22% |
| Samsara Inc. | 21,442 | US$695K | 0.22% |
| Cisco Systems, Inc. | 5,878 | US$691K | 0.21% |
| Toast, Inc. | 22,218 | US$618K | 0.19% |
| Textron Inc. | 6,717 | US$616K | 0.19% |
| Intel Corporation | 4,147 | US$579K | 0.18% |
| Micron Technology, Inc. | 488 | US$563K | 0.17% |
| Qualcomm Incorporated | 2,996 | US$554K | 0.17% |
| Goldman Sachs Group, Inc. (the) | 533 | US$539K | 0.17% |
| Procter & Gamble Company (the) | 3,555 | US$521K | 0.16% |
| International Business Machines Corporation | 1,834 | US$516K | 0.16% |
| Shopify Inc. | 4,346 | US$496K | 0.15% |
| Comfort Systems Usa, Inc. | 246 | US$488K | 0.15% |
| Servicenow, Inc. | 4,835 | US$480K | 0.15% |
| Transdigm Group Inc. | 353 | US$470K | 0.15% |
| Equinix, Inc. | 447 | US$466K | 0.14% |
| Southern Company (the) | 4,777 | US$457K | 0.14% |
| Welltower Inc. | 1,873 | US$425K | 0.13% |
| Martin Marietta Materials, Inc. | 697 | US$402K | 0.12% |
| Parker-hannifin Corporation | 385 | US$377K | 0.12% |
| Emcor Group, Inc. | 410 | US$340K | 0.11% |
| Crowdstrike Holdings, Inc. | 425 | US$324K | 0.10% |
| American Express Company | 917 | US$310K | 0.10% |
| Asml Holding Nv | 148 | US$294K | 0.09% |
| Domino's Pizza Inc | 984 | US$291K | 0.09% |
| Automatic Data Processing, Inc. | 1,232 | US$276K | 0.09% |
| Applied Materials, Inc. | 381 | US$276K | 0.09% |
| Coca-cola Company (the) | 3,383 | US$275K | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 562 | US$268K | 0.08% |
| Ge Aerospace | 713 | US$266K | 0.08% |
| L3harris Technologies, Inc. | 883 | US$257K | 0.08% |
| Gladstone Investment Corporation - Business Development Company | 15,700 | US$243K | 0.08% |
| Ies Holdings, Inc. | 325 | US$239K | 0.07% |
| Duke Energy Corporation (holding Company) | 1,880 | US$238K | 0.07% |
| Ameren Corporation | 2,084 | US$236K | 0.07% |
| Cms Energy Corporation | 2,712 | US$208K | 0.06% |
| Energy Transfer Lp | 10,550 | US$202K | 0.06% |
| Cleanspark, Inc. | 13,045 | US$190K | 0.06% |
| Pennantpark Investment Corporation | 13,222 | US$45,882 | 0.01% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
Source
View original at SEC
Related