Sculati Wealth Management, LLC

Sculati Wealth Management, LLC reported 123 holdings worth US$300M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Sculati Wealth Management, LLC reported 123 holdings worth US$300M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).

Holdings
123
Value as reported
US$300M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.48,753US$23.9M8.0%
Apple Inc49,099US$16.4M5.5%
Alphabet Inc (google) Class C33,607US$11.7M3.9%
Amazon.com, Inc.35,954US$8.89M3.0%
Goldman Sachs Group, Inc. (the)6,974US$7.43M2.5%
Microsoft Corp.18,191US$7.16M2.4%
Morgan Stanley30,255US$6.52M2.2%
Jp Morgan Chase & Co.16,559US$5.65M1.9%
Meta Platforms, Inc.7,872US$5.09M1.7%
Charles Schwab Corporation (the)38,918US$3.95M1.3%
Johnson & Johnson15,618US$3.95M1.3%
Chevron Corporation18,230US$3.42M1.1%
Oracle Corporation25,666US$3.24M1.1%
Unum Group35,576US$3.17M1.1%
Costco Wholesale Corporation3,229US$3.04M1.0%
Blackstone Inc.23,746US$3.01M1.0%
Delta Air Lines, Inc.34,904US$2.94M0.98%
Eli Lilly And Company2,372US$2.8M0.93%
Visa Inc.7,798US$2.8M0.93%
Lowe's Companies, Inc.13,333US$2.78M0.93%
Omega Healthcare Investors, Inc.51,317US$2.58M0.86%
General Dynamics Corporation6,570US$2.42M0.81%
Nvidia Corporation11,671US$2.37M0.79%
Boeing Company (the)9,372US$2.01M0.67%
Servicenow, Inc.19,033US$1.96M0.66%
Verizon Communications Inc.43,172US$1.88M0.63%
United Parcel Service, Inc.15,842US$1.86M0.62%
Parker-hannifin Corporation1,942US$1.85M0.62%
Salesforce, Inc.10,011US$1.71M0.57%
Walt Disney Company (the)17,014US$1.66M0.55%
Vertex Pharmaceuticals Incorporated3,146US$1.53M0.51%
Dte Energy Company9,923US$1.47M0.49%
Waste Management, Inc.5,770US$1.38M0.46%
Amgen Inc.3,521US$1.29M0.43%
Everest Group, Ltd.3,353US$1.28M0.43%
Duke Energy Corporation (holding Company)9,508US$1.19M0.40%
Southern Company (the)12,077US$1.15M0.38%
Vail Resorts, Inc.6,592US$975K0.33%
Comcast Corporation40,640US$967K0.32%
Ge Aerospace2,655US$926K0.31%
Stryker Corporation2,801US$896K0.30%
Adobe Inc.3,775US$896K0.30%
Ares Capital Corporation46,708US$895K0.30%
Mercadolibre, Inc.450US$816K0.27%
Tutor Perini Corporation9,289US$730K0.24%
Nike, Inc.16,406US$718K0.24%
Dt Midstream, Inc.4,729US$686K0.23%
Northrop Grumman Corporation1,275US$665K0.22%
Truist Financial Corporation11,659US$612K0.20%
Applied Materials, Inc.1,100US$583K0.19%
Exxon Mobil Corporation3,591US$529K0.18%
Merck & Company, Inc.3,783US$482K0.16%
Intel Corporation5,032US$478K0.16%
Booking Holdings Inc. Common Stock2,500US$454K0.15%
Marathon Petroleum Corporation1,450US$453K0.15%
Altria Group, Inc.5,609US$416K0.14%
Starbucks Corporation3,720US$392K0.13%
Capital One Financial Corporation1,867US$388K0.13%
Walmart Inc.3,360US$384K0.13%
Tesla, Inc.889US$339K0.11%
Coca-cola Company (the)4,059US$331K0.11%
3m Company2,000US$320K0.11%
Iron Mountain Incorporated (delaware)2,445US$303K0.10%
S&p Global Inc.658US$297K0.10%
Ge Vernova Inc.272US$288K0.10%
Churchill Downs, Incorporated3,413US$287K0.10%
At&t Inc.11,300US$246K0.08%
Caterpillar, Inc.270US$238K0.08%
Philip Morris International Inc1,200US$232K0.08%
Lululemon Athletica Inc.1,965US$229K0.08%
U.s. Bancorp3,611US$228K0.08%
Netflix, Inc.3,295US$227K0.08%
Ford Mtr Co Del15,499US$221K0.07%
Domino's Pizza Inc666US$215K0.07%
Wells Fargo & Company2,400US$210K0.07%
Redwood Trust, Inc.34,105US$175K0.06%
Pfizer, Inc.0US$00.00%
Prospect Capital Corporation0US$00.00%

Source

View original at SEC

Related