Rise Advisors, LLC
Rise Advisors, LLC reported 103 holdings worth US$355M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Rise Advisors, LLC reported 103 holdings worth US$355M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Berkshire Hathaway Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 103
- Value as reported
- US$355M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 24,788 | US$4.96M | 1.4% |
| Apple Inc | 16,893 | US$4.89M | 1.4% |
| Berkshire Hathaway Inc. | 7,933 | US$3.97M | 1.1% |
| Alphabet Inc (google) Class C | 10,301 | US$3.68M | 1.0% |
| Microsoft Corp. | 8,922 | US$3.33M | 0.94% |
| Amazon.com, Inc. | 11,670 | US$2.78M | 0.78% |
| Micron Technology, Inc. | 2,262 | US$2.61M | 0.73% |
| Caterpillar, Inc. | 1,269 | US$1.35M | 0.38% |
| Broadcom Inc. | 3,297 | US$1.25M | 0.35% |
| Jp Morgan Chase & Co. | 3,750 | US$1.23M | 0.35% |
| Tesla, Inc. | 2,849 | US$1.2M | 0.34% |
| Johnson & Johnson | 4,542 | US$1.15M | 0.32% |
| Cisco Systems, Inc. | 9,754 | US$1.15M | 0.32% |
| Tompkins Financial Corporation | 11,631 | US$1.1M | 0.31% |
| Intel Corporation | 6,694 | US$935K | 0.26% |
| Meta Platforms, Inc. | 1,524 | US$858K | 0.24% |
| Eli Lilly And Company | 672 | US$806K | 0.23% |
| Bank Of America Corporation | 12,509 | US$713K | 0.20% |
| Goldman Sachs Group, Inc. (the) | 686 | US$694K | 0.20% |
| Costco Wholesale Corporation | 712 | US$666K | 0.19% |
| Boeing Company (the) | 3,051 | US$660K | 0.19% |
| Advanced Micro Devices Inc | 1,109 | US$644K | 0.18% |
| Coca-cola Company (the) | 7,524 | US$612K | 0.17% |
| Mastercard Incorporated | 1,064 | US$546K | 0.15% |
| International Business Machines Corporation | 1,865 | US$524K | 0.15% |
| Corning Incorporated | 2,046 | US$523K | 0.15% |
| Walmart Inc. | 4,538 | US$514K | 0.14% |
| Mcdonald's Corporation | 1,804 | US$488K | 0.14% |
| Rtx Corporation | 2,530 | US$480K | 0.14% |
| Visa Inc. | 1,341 | US$460K | 0.13% |
| Southern Company (the) | 4,450 | US$426K | 0.12% |
| Amgen Inc. | 1,169 | US$423K | 0.12% |
| W.w. Grainger, Inc. | 285 | US$388K | 0.11% |
| Ge Vernova Inc. | 325 | US$382K | 0.11% |
| Best Buy Co., Inc. | 4,879 | US$370K | 0.10% |
| Procter & Gamble Company (the) | 2,509 | US$368K | 0.10% |
| Home Depot, Inc. (the) | 1,036 | US$365K | 0.10% |
| Morgan Stanley | 1,742 | US$364K | 0.10% |
| Applied Materials, Inc. | 502 | US$363K | 0.10% |
| Merck & Company, Inc. | 2,794 | US$359K | 0.10% |
| Lam Research Corporation | 779 | US$337K | 0.09% |
| Abbvie Inc. | 1,330 | US$335K | 0.09% |
| Ge Aerospace | 889 | US$332K | 0.09% |
| Norfolk Southern Corporation | 975 | US$307K | 0.09% |
| Palo Alto Networks, Inc. | 890 | US$304K | 0.09% |
| Oracle Corporation | 2,065 | US$303K | 0.09% |
| Packaging Corporation Of America | 1,268 | US$302K | 0.09% |
| Wells Fargo & Company | 3,591 | US$297K | 0.08% |
| Idexx Laboratories, Inc. | 553 | US$291K | 0.08% |
| Netflix, Inc. | 3,982 | US$284K | 0.08% |
| Chevron Corporation | 1,639 | US$272K | 0.08% |
| Unitedhealth Group Incorporated | 641 | US$266K | 0.07% |
| Chipotle Mexican Grill, Inc. | 7,751 | US$264K | 0.07% |
| Kla Corporation | 868 | US$262K | 0.07% |
| Alliant Energy Corporation | 3,231 | US$246K | 0.07% |
| Paychex, Inc. | 2,409 | US$237K | 0.07% |
| Crowdstrike Holdings, Inc. | 304 | US$232K | 0.07% |
| U.s. Bancorp | 3,785 | US$229K | 0.06% |
| Blackstone Inc. | 1,902 | US$224K | 0.06% |
| Waste Management, Inc. | 983 | US$219K | 0.06% |
| Elevance Health, Inc. | 566 | US$219K | 0.06% |
| Palantir Technologies Inc. | 1,850 | US$216K | 0.06% |
| Zimmer Biomet Holdings, Inc. | 2,494 | US$215K | 0.06% |
| Pepsico, Inc. | 1,581 | US$214K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
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