Sbe LLC Dba Cedar Cove Wealth Partners
Sbe LLC Dba Cedar Cove Wealth Partners reported 91 holdings worth US$213M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Sbe LLC Dba Cedar Cove Wealth Partners reported 91 holdings worth US$213M as of Jun 30, 2026. Largest: Goldman Sachs Bdc, Inc., Barings Bdc, Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$213M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Goldman Sachs Bdc, Inc. | 203K | US$1.92M | 0.90% |
| Barings Bdc, Inc. | 219K | US$1.86M | 0.88% |
| Apple Inc | 6,266 | US$1.81M | 0.85% |
| Oaktree Specialty Lending Corporation | 130K | US$1.55M | 0.73% |
| Runway Growth Finance Corp. | 276K | US$1.55M | 0.73% |
| Nvidia Corporation | 6,184 | US$1.24M | 0.58% |
| Quanta Services, Inc. | 1,587 | US$1.14M | 0.54% |
| Applied Materials, Inc. | 1,321 | US$955K | 0.45% |
| Arista Networks, Inc. | 4,776 | US$811K | 0.38% |
| Alphabet Inc (google) Class C | 2,269 | US$811K | 0.38% |
| Eli Lilly And Company | 661 | US$792K | 0.37% |
| Palo Alto Networks, Inc. | 2,046 | US$698K | 0.33% |
| United Rentals, Inc. | 606 | US$686K | 0.32% |
| Marvell Technology, Inc. | 2,073 | US$618K | 0.29% |
| Amazon.com, Inc. | 2,529 | US$603K | 0.28% |
| Costco Wholesale Corporation | 619 | US$579K | 0.27% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,185 | US$566K | 0.27% |
| Ge Aerospace | 1,470 | US$550K | 0.26% |
| Unitedhealth Group Incorporated | 1,275 | US$530K | 0.25% |
| Meta Platforms, Inc. | 899 | US$507K | 0.24% |
| Analog Devices, Inc. | 1,267 | US$503K | 0.24% |
| Jp Morgan Chase & Co. | 1,505 | US$492K | 0.23% |
| Oracle Corporation | 3,343 | US$490K | 0.23% |
| Robinhood Markets, Inc. | 4,766 | US$478K | 0.22% |
| Visa Inc. | 1,269 | US$435K | 0.20% |
| Blackrock, Inc. | 430 | US$414K | 0.19% |
| Snowflake Inc. | 1,618 | US$412K | 0.19% |
| Ge Vernova Inc. | 330 | US$388K | 0.18% |
| New York Times Company (the) | 5,145 | US$360K | 0.17% |
| Waste Management, Inc. | 1,596 | US$356K | 0.17% |
| Dexcom, Inc. | 5,245 | US$353K | 0.17% |
| Netapp, Inc. | 2,101 | US$325K | 0.15% |
| General Dynamics Corporation | 900 | US$319K | 0.15% |
| Uber Technologies, Inc. | 4,244 | US$306K | 0.14% |
| Constellation Energy Corporation | 1,189 | US$295K | 0.14% |
| Doordash, Inc. | 1,442 | US$266K | 0.13% |
| Microsoft Corp. | 658 | US$245K | 0.12% |
| Micron Technology, Inc. | 212 | US$245K | 0.11% |
| Csx Corporation | 4,506 | US$214K | 0.10% |
| American Express Company | 599 | US$203K | 0.10% |
| Target Corporation | 1,537 | US$201K | 0.09% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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