Squire Investment Management Company, LLC

Squire Investment Management Company, LLC reported 89 holdings worth US$415M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Squire Investment Management Company, LLC reported 89 holdings worth US$415M as of Jun 30, 2026. Largest: National Bank Holdings Corporation, Apple Inc and Nvidia Corporation. Filed Jul 28, 2026 (Form 13F).

Holdings
89
Value as reported
US$415M

The filing in full

CompanySharesValue as reported% of portfolio
National Bank Holdings Corporation107KUS$4.75M1.1%
Apple Inc8,882US$2.57M0.62%
Nvidia Corporation6,115US$1.22M0.29%
Palo Alto Networks, Inc.3,064US$1.04M0.25%
Jp Morgan Chase & Co.2,313US$757K0.18%
Amazon.com, Inc.2,682US$639K0.15%
Alphabet Inc (google) Class C1,636US$585K0.14%
Microsoft Corp.1,278US$477K0.11%
Corning Incorporated1,697US$434K0.10%
Zions Bancorporation N.a.5,157US$357K0.09%
Berkshire Hathaway Inc.699US$350K0.08%
Chevron Corporation1,739US$288K0.07%
Abbvie Inc.1,057US$266K0.06%
Johnson & Johnson989US$251K0.06%
United Microelectronics Corp.8,759US$238K0.06%
3m Company1,472US$238K0.06%
Colgate-palmolive Company2,398US$220K0.05%
Newmont Corporation2,214US$207K0.05%
Energy Transfer Lp10,111US$193K0.05%

Source

View original at SEC

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