Surience Private Wealth LLC reported 45 holdings worth US$114M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Surience Private Wealth LLC reported 45 holdings worth US$114M as of Jun 30, 2026. Largest: General Mills, Inc., Alphabet Inc (google) Class C and Morgan Stanley. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$114M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| General Mills, Inc. | 89,824 | US$3.13M | 2.7% |
| Alphabet Inc (google) Class C | 8,512 | US$3.04M | 2.7% |
| Morgan Stanley | 14,355 | US$3M | 2.6% |
| Ge Vernova Inc. | 2,167 | US$2.55M | 2.2% |
| Microsoft Corp. | 956 | US$357K | 0.31% |
| Costco Wholesale Corporation | 235 | US$220K | 0.19% |
| Teradyne, Inc. | 420 | US$203K | 0.18% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Vale S.a. | 0 | US$0 | 0.00% |