Serenity Investment Advisors
Serenity Investment Advisors reported 76 holdings worth US$235M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 24, 2026
Serenity Investment Advisors reported 76 holdings worth US$235M as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Apple Inc and Jp Morgan Chase & Co. Filed Aug 24, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$235M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Space Exploration Technologies Corp | 28,807 | US$3.86M | 1.6% |
| Apple Inc | 9,143 | US$2.85M | 1.2% |
| Jp Morgan Chase & Co. | 8,008 | US$2.82M | 1.2% |
| Abbvie Inc. | 7,468 | US$1.96M | 0.83% |
| Nvidia Corporation | 8,897 | US$1.93M | 0.82% |
| Amazon.com, Inc. | 6,898 | US$1.79M | 0.76% |
| Alphabet Inc (google) Class C | 4,807 | US$1.64M | 0.70% |
| Microsoft Corp. | 3,402 | US$1.64M | 0.70% |
| Gilead Sciences, Inc. | 4,730 | US$678K | 0.29% |
| Walmart Inc. | 6,343 | US$659K | 0.28% |
| Motorola Solutions, Inc. | 1,164 | US$551K | 0.23% |
| Target Corporation | 3,075 | US$487K | 0.21% |
| Johnson & Johnson | 1,390 | US$372K | 0.16% |
| Brown & Brown, Inc. | 4,824 | US$348K | 0.15% |
| Meta Platforms, Inc. | 605 | US$330K | 0.14% |
| Berkshire Hathaway Inc. | 630 | US$313K | 0.13% |
| Cme Group Inc. | 1,152 | US$312K | 0.13% |
| Danaher Corporation | 1,382 | US$298K | 0.13% |
| Eli Lilly And Company | 230 | US$286K | 0.12% |
| Merck & Company, Inc. | 1,881 | US$280K | 0.12% |
| Visa Inc. | 706 | US$258K | 0.11% |
| Airbnb, Inc. | 1,339 | US$248K | 0.11% |
| Exxon Mobil Corporation | 1,483 | US$246K | 0.11% |
| Blackstone Inc. | 1,600 | US$226K | 0.10% |
| Stifel Financial Corporation | 2,789 | US$223K | 0.09% |
| Starbucks Corporation | 2,136 | US$222K | 0.09% |
| Caterpillar, Inc. | 272 | US$222K | 0.09% |
| Costco Wholesale Corporation | 226 | US$211K | 0.09% |
| Grab Holdings Limited | 12,218 | US$42,885 | 0.02% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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