Sacks & Associates, LLC
Sacks & Associates, LLC reported 79 holdings worth US$143M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Sacks & Associates, LLC reported 79 holdings worth US$143M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Nvidia Corporation. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$143M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 16,096 | US$8.01M | 5.6% |
| Alphabet Inc (google) Class C | 15,270 | US$5.24M | 3.7% |
| Nvidia Corporation | 14,570 | US$3.33M | 2.3% |
| Moody's Corporation | 7,160 | US$3.25M | 2.3% |
| International Business Machines Corporation | 8,777 | US$1.93M | 1.3% |
| Dell Technologies Inc. | 2,948 | US$1.59M | 1.1% |
| Rtx Corporation | 8,370 | US$1.55M | 1.1% |
| Amazon.com, Inc. | 5,046 | US$1.26M | 0.88% |
| Costco Wholesale Corporation | 1,250 | US$1.14M | 0.79% |
| Hewlett Packard Enterprise Company | 17,180 | US$1.1M | 0.77% |
| Rio Tinto Plc | 11,448 | US$1.08M | 0.75% |
| Cisco Systems, Inc. | 9,596 | US$1.03M | 0.72% |
| Toll Brothers, Inc. | 7,521 | US$1.01M | 0.71% |
| Crowdstrike Holdings, Inc. | 3,746 | US$992K | 0.69% |
| Advanced Micro Devices Inc | 1,532 | US$937K | 0.65% |
| Chevron Corporation | 4,214 | US$860K | 0.60% |
| Lennar Corporation | 9,576 | US$781K | 0.55% |
| Everest Group, Ltd. | 2,103 | US$768K | 0.54% |
| Broadcom Inc. | 2,011 | US$706K | 0.49% |
| Deere & Company | 1,050 | US$705K | 0.49% |
| Microsoft Corp. | 1,174 | US$602K | 0.42% |
| Kinder Morgan, Inc. | 19,273 | US$581K | 0.41% |
| Qualcomm Incorporated | 2,534 | US$466K | 0.33% |
| Jp Morgan Chase & Co. | 1,375 | US$455K | 0.32% |
| Republic Services, Inc. | 2,143 | US$450K | 0.31% |
| Apple Inc | 1,344 | US$448K | 0.31% |
| Century Communities, Inc. | 7,333 | US$442K | 0.31% |
| Oracle Corporation | 3,167 | US$435K | 0.30% |
| Cheniere Energy, Inc. | 1,402 | US$377K | 0.26% |
| Waste Management, Inc. | 1,674 | US$341K | 0.24% |
| Adobe Inc. | 1,365 | US$328K | 0.23% |
| Canadian Pacific Kansas City Limited | 3,592 | US$306K | 0.21% |
| Johnson & Johnson | 1,054 | US$279K | 0.19% |
| Oshkosh Corporation (holding Company) | 2,104 | US$271K | 0.19% |
| Ptc Therapeutics, Inc. | 3,869 | US$251K | 0.17% |
| Corning Incorporated | 1,526 | US$235K | 0.16% |
| Lam Research Corporation | 625 | US$205K | 0.14% |
| Prologis, Inc. | 1,566 | US$203K | 0.14% |
| Range Resources Corporation | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related