Silverleafe Capital Partners, LLC
Silverleafe Capital Partners, LLC reported 99 holdings worth US$367M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 2, 2026
Silverleafe Capital Partners, LLC reported 99 holdings worth US$367M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Fedex Corporation and Apple Inc. Filed Jul 2, 2026 (Form 13F).
- Holdings
- 99
- Value as reported
- US$367M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 43,350 | US$21.7M | 5.9% |
| Fedex Corporation | 68,948 | US$21.6M | 5.9% |
| Apple Inc | 62,119 | US$18M | 4.9% |
| Autozone, Inc. | 2,968 | US$9.48M | 2.6% |
| Westrock Coffee Company | 968K | US$7.85M | 2.1% |
| Micron Technology, Inc. | 5,307 | US$6.13M | 1.7% |
| Marvell Technology, Inc. | 14,593 | US$4.35M | 1.2% |
| Alphabet Inc (google) Class C | 11,166 | US$3.99M | 1.1% |
| Walmart Inc. | 33,677 | US$3.81M | 1.0% |
| Huntington Bancshares Incorporated | 210K | US$3.72M | 1.0% |
| Microsoft Corp. | 7,877 | US$2.94M | 0.80% |
| Lululemon Athletica Inc. | 25,300 | US$2.89M | 0.79% |
| Ge Vernova Inc. | 2,441 | US$2.87M | 0.78% |
| Palantir Technologies Inc. | 21,798 | US$2.54M | 0.69% |
| Kla Corporation | 7,641 | US$2.31M | 0.63% |
| Vertiv Holdings, Llc | 6,181 | US$2.07M | 0.56% |
| Nvidia Corporation | 10,194 | US$2.04M | 0.56% |
| Core Scientific, Inc. | 72,950 | US$1.87M | 0.51% |
| Lam Research Corporation | 4,307 | US$1.87M | 0.51% |
| Amkor Technology, Inc. | 19,741 | US$1.7M | 0.46% |
| Corteva, Inc. | 19,365 | US$1.64M | 0.45% |
| Broadcom Inc. | 4,334 | US$1.64M | 0.45% |
| Rocket Lab Corporation | 12,989 | US$1.32M | 0.36% |
| Amazon.com, Inc. | 5,000 | US$1.19M | 0.32% |
| Vistra Corp. | 7,483 | US$1.19M | 0.32% |
| 3m Company | 7,000 | US$1.13M | 0.31% |
| Quanta Services, Inc. | 1,518 | US$1.09M | 0.30% |
| Chevron Corporation | 6,497 | US$1.08M | 0.29% |
| Lumentum Holdings Inc. | 1,067 | US$916K | 0.25% |
| Monolithic Power Systems, Inc. | 625 | US$864K | 0.24% |
| Mcdonald's Corporation | 2,350 | US$635K | 0.17% |
| Tesla, Inc. | 1,430 | US$602K | 0.16% |
| Abbvie Inc. | 2,284 | US$575K | 0.16% |
| Applied Optoelectronics, Inc. | 3,637 | US$539K | 0.15% |
| Simon Property Group, Inc. | 2,400 | US$537K | 0.15% |
| Marathon Petroleum Corporation | 2,000 | US$511K | 0.14% |
| Cbre Group Inc | 3,716 | US$501K | 0.14% |
| Nike, Inc. | 12,010 | US$493K | 0.13% |
| Vornado Realty Trust | 12,000 | US$472K | 0.13% |
| Advanced Micro Devices Inc | 793 | US$461K | 0.13% |
| Qnity Electronics, Inc. | 2,597 | US$424K | 0.12% |
| United Parcel Service, Inc. | 3,711 | US$399K | 0.11% |
| Cms Energy Corporation | 5,000 | US$383K | 0.10% |
| Celestica Inc. | 986 | US$360K | 0.10% |
| Caterpillar, Inc. | 294 | US$313K | 0.09% |
| Ryman Hospitality Properties, Inc. (reit) | 2,250 | US$289K | 0.08% |
| Canada Goose Holdings, Inc. | 30,000 | US$285K | 0.08% |
| Service Corporation International | 3,750 | US$285K | 0.08% |
| Axt Inc | 3,250 | US$234K | 0.06% |
| Home Depot, Inc. (the) | 644 | US$227K | 0.06% |
| O'reilly Automotive, Inc. | 2,421 | US$223K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 208 | US$210K | 0.06% |
| Clover Health Investments, Corp. | 40,000 | US$210K | 0.06% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related