Verde Capital Management

Verde Capital Management reported 80 holdings worth US$541M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Verde Capital Management reported 80 holdings worth US$541M as of Jun 30, 2026. Largest: Nvidia Corporation, Tesla, Inc. and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
80
Value as reported
US$541M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation58,279US$11.7M2.2%
Tesla, Inc.22,097US$9.29M1.7%
Alphabet Inc (google) Class C24,451US$8.74M1.6%
Palo Alto Networks, Inc.18,738US$6.39M1.2%
Amazon.com, Inc.25,847US$6.16M1.1%
Netflix, Inc.65,005US$4.64M0.86%
Palantir Technologies Inc.39,745US$4.64M0.86%
O'reilly Automotive, Inc.49,808US$4.59M0.85%
Apple Inc15,743US$4.56M0.84%
Robinhood Markets, Inc.43,773US$4.39M0.81%
Progressive Corporation (the)19,479US$4.26M0.79%
Microsoft Corp.9,279US$3.46M0.64%
Costco Wholesale Corporation3,602US$3.37M0.62%
Airbnb, Inc.22,414US$3.21M0.59%
Welltower Inc.13,469US$3.06M0.57%
Equinix, Inc.2,826US$2.95M0.54%
Autozone, Inc.908US$2.91M0.54%
Prologis, Inc.19,121US$2.59M0.48%
American Tower Corporation (reit)11,412US$1.87M0.35%
Heico Corporation6,044US$1.56M0.29%
Visa Inc.4,441US$1.52M0.28%
Gilead Sciences, Inc.11,534US$1.46M0.27%
Micron Technology, Inc.1,029US$1.19M0.22%
Applied Materials, Inc.1,169US$846K0.16%
Intuit Inc.2,404US$628K0.12%
Mcdonald's Corporation1,749US$473K0.09%
Lam Research Corporation1,061US$460K0.09%
Stryker Corporation1,172US$369K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.759US$362K0.07%
Johnson & Johnson1,136US$289K0.05%
Amphenol Corporation1,632US$288K0.05%
Meta Platforms, Inc.503US$284K0.05%
Gamestop Corporation12,363US$273K0.05%
Commerce Bancshares, Inc.3,861US$223K0.04%
Oracle Corporation1,500US$220K0.04%
Intel Corporation1,568US$219K0.04%
Rtx Corporation1,056US$200K0.04%
Quantum-si Incorporated10,000US$8,850<0.01%
Exxon Mobil Corporation0US$00.00%

Source

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