Pursuit Wealth Strategies, LLC
Pursuit Wealth Strategies, LLC reported 114 holdings worth US$76.9M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Pursuit Wealth Strategies, LLC reported 114 holdings worth US$76.9M as of Jun 30, 2026. Largest: Duke Energy Corporation (holding Company), Apple Inc and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$76.9M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Duke Energy Corporation (holding Company) | 21,134 | US$2.68M | 3.5% |
| Apple Inc | 9,129 | US$2.64M | 3.4% |
| Nvidia Corporation | 9,220 | US$1.84M | 2.4% |
| Microsoft Corp. | 4,296 | US$1.6M | 2.1% |
| Exxon Mobil Corporation | 9,582 | US$1.31M | 1.7% |
| International Business Machines Corporation | 4,505 | US$1.27M | 1.6% |
| Amazon.com, Inc. | 5,283 | US$1.26M | 1.6% |
| Johnson & Johnson | 4,209 | US$1.07M | 1.4% |
| Oracle Corporation | 7,131 | US$1.04M | 1.4% |
| Jp Morgan Chase & Co. | 2,984 | US$977K | 1.3% |
| Alphabet Inc (google) Class C | 2,585 | US$924K | 1.2% |
| Leidos Holdings, Inc. | 8,805 | US$907K | 1.2% |
| Waste Management, Inc. | 3,742 | US$834K | 1.1% |
| Science Applications International Corporation | 7,197 | US$795K | 1.0% |
| Procter & Gamble Company (the) | 5,039 | US$739K | 0.96% |
| Royal Bank Of Canada | 3,180 | US$658K | 0.86% |
| First Solar, Inc. | 2,321 | US$548K | 0.71% |
| Merck & Company, Inc. | 4,054 | US$521K | 0.68% |
| Walmart Inc. | 4,543 | US$515K | 0.67% |
| Illinois Tool Works Inc. | 1,850 | US$500K | 0.65% |
| 3d Systems Corporation | 156K | US$470K | 0.61% |
| Cummins Inc. | 640 | US$456K | 0.59% |
| Csx Corporation | 8,543 | US$406K | 0.53% |
| Raymond James Financial, Inc. | 2,633 | US$400K | 0.52% |
| Caterpillar, Inc. | 375 | US$400K | 0.52% |
| Tesla, Inc. | 948 | US$399K | 0.52% |
| Cisco Systems, Inc. | 3,344 | US$393K | 0.51% |
| Broadcom Inc. | 972 | US$367K | 0.48% |
| Meta Platforms, Inc. | 633 | US$356K | 0.46% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 726 | US$347K | 0.45% |
| Coca-cola Company (the) | 4,098 | US$333K | 0.43% |
| Eli Lilly And Company | 275 | US$330K | 0.43% |
| Dominion Energy, Inc. | 4,704 | US$321K | 0.42% |
| Vertex Pharmaceuticals Incorporated | 644 | US$320K | 0.42% |
| Berkshire Hathaway Inc. | 620 | US$310K | 0.40% |
| American Electric Power Company, Inc. | 2,231 | US$305K | 0.40% |
| Phillips 66 | 1,794 | US$303K | 0.39% |
| Bank Of America Corporation | 5,251 | US$299K | 0.39% |
| Chevron Corporation | 1,717 | US$285K | 0.37% |
| Valero Energy Corporation | 1,038 | US$270K | 0.35% |
| Verizon Communications Inc. | 5,960 | US$252K | 0.33% |
| Nvr, Inc. | 35 | US$238K | 0.31% |
| National Grid Plc | 2,857 | US$237K | 0.31% |
| Southern Company (the) | 2,380 | US$228K | 0.30% |
| Truist Financial Corporation | 4,551 | US$227K | 0.29% |
| Crowdstrike Holdings, Inc. | 273 | US$208K | 0.27% |
| Coty Inc. | 10,000 | US$21,600 | 0.03% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Motorola Solutions, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Realty Income Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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