Sacks & Associates, LLC
Sacks & Associates, LLC reported 80 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Sacks & Associates, LLC reported 80 holdings worth US$148M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Moody's Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 16,020 | US$8.19M | 5.5% |
| Alphabet Inc (google) Class C | 15,615 | US$5.58M | 3.8% |
| Moody's Corporation | 7,160 | US$3.43M | 2.3% |
| Nvidia Corporation | 15,675 | US$3.15M | 2.1% |
| International Business Machines Corporation | 9,717 | US$2.17M | 1.5% |
| Dell Technologies Inc. | 4,940 | US$2M | 1.4% |
| Rtx Corporation | 8,408 | US$1.81M | 1.2% |
| Amazon.com, Inc. | 5,046 | US$1.37M | 0.92% |
| Costco Wholesale Corporation | 1,250 | US$1.19M | 0.80% |
| Cisco Systems, Inc. | 9,875 | US$1.15M | 0.77% |
| Rio Tinto Plc | 11,425 | US$1.11M | 0.75% |
| Toll Brothers, Inc. | 7,333 | US$1.07M | 0.72% |
| Hewlett Packard Enterprise Company | 21,105 | US$1.01M | 0.68% |
| Advanced Micro Devices Inc | 1,908 | US$908K | 0.61% |
| Crowdstrike Holdings, Inc. | 4,424 | US$844K | 0.57% |
| Chevron Corporation | 4,205 | US$828K | 0.56% |
| Everest Group, Ltd. | 2,198 | US$822K | 0.55% |
| Broadcom Inc. | 2,098 | US$817K | 0.55% |
| Lennar Corporation | 9,819 | US$809K | 0.55% |
| Deere & Company | 1,049 | US$622K | 0.42% |
| Kinder Morgan, Inc. | 19,273 | US$620K | 0.42% |
| Exxon Mobil Corporation | 3,765 | US$585K | 0.39% |
| Microsoft Corp. | 1,179 | US$548K | 0.37% |
| Century Communities, Inc. | 7,526 | US$505K | 0.34% |
| Jp Morgan Chase & Co. | 1,375 | US$484K | 0.33% |
| Oracle Corporation | 3,609 | US$469K | 0.32% |
| Republic Services, Inc. | 2,143 | US$451K | 0.30% |
| Apple Inc | 1,344 | US$415K | 0.28% |
| Cheniere Energy, Inc. | 1,531 | US$403K | 0.27% |
| Waste Management, Inc. | 1,674 | US$379K | 0.26% |
| Qualcomm Incorporated | 2,534 | US$374K | 0.25% |
| Adobe Inc. | 1,365 | US$342K | 0.23% |
| Canadian Pacific Kansas City Limited | 3,592 | US$319K | 0.22% |
| Oshkosh Corporation (holding Company) | 2,102 | US$299K | 0.20% |
| Johnson & Johnson | 1,054 | US$270K | 0.18% |
| Ptc Therapeutics, Inc. | 3,869 | US$263K | 0.18% |
| Prologis, Inc. | 1,635 | US$236K | 0.16% |
| Vistra Corp. | 1,431 | US$212K | 0.14% |
| Range Resources Corporation | 5,022 | US$202K | 0.14% |
Source
View original at SEC
Related