Red Lighthouse Investment Management, LLC
Red Lighthouse Investment Management, LLC reported 85 holdings worth US$336M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Red Lighthouse Investment Management, LLC reported 85 holdings worth US$336M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$336M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 80,014 | US$23.2M | 6.9% |
| Microsoft Corp. | 15,420 | US$5.75M | 1.7% |
| Alphabet Inc (google) Class C | 8,017 | US$2.87M | 0.85% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,891 | US$1.86M | 0.55% |
| Berkshire Hathaway Inc. | 3,382 | US$1.69M | 0.50% |
| Amazon.com, Inc. | 6,575 | US$1.57M | 0.47% |
| Advanced Micro Devices Inc | 2,058 | US$1.2M | 0.36% |
| Morgan Stanley | 5,307 | US$1.11M | 0.33% |
| Visa Inc. | 2,928 | US$1M | 0.30% |
| Costco Wholesale Corporation | 973 | US$910K | 0.27% |
| Goldman Sachs Group, Inc. (the) | 879 | US$889K | 0.26% |
| Jp Morgan Chase & Co. | 2,703 | US$885K | 0.26% |
| Vicor Corporation | 2,003 | US$761K | 0.23% |
| Chevron Corporation | 3,894 | US$645K | 0.19% |
| Qualcomm Incorporated | 3,445 | US$637K | 0.19% |
| Starbucks Corporation | 5,782 | US$591K | 0.18% |
| Johnson & Johnson | 2,073 | US$526K | 0.16% |
| Texas Instruments Incorporated | 1,479 | US$441K | 0.13% |
| Globus Medical, Inc. | 5,326 | US$421K | 0.13% |
| Netflix, Inc. | 5,662 | US$404K | 0.12% |
| Nvidia Corporation | 1,889 | US$378K | 0.11% |
| Servicenow, Inc. | 3,692 | US$367K | 0.11% |
| Mastercard Incorporated | 699 | US$359K | 0.11% |
| Thermo Fisher Scientific Inc | 696 | US$349K | 0.10% |
| Unitedhealth Group Incorporated | 773 | US$321K | 0.10% |
| Bank Of America Corporation | 5,606 | US$319K | 0.10% |
| Walmart Inc. | 2,537 | US$287K | 0.09% |
| Capital One Financial Corporation | 1,243 | US$249K | 0.07% |
| Nextera Energy, Inc. | 2,490 | US$219K | 0.07% |
Source
View original at SEC
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