Wallace Hart LLC
Wallace Hart LLC reported 45 holdings worth US$160M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Wallace Hart LLC reported 45 holdings worth US$160M as of Jun 30, 2026. Largest: Texas Pacific Land Corporation, Lam Research Corporation and Micron Technology, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$160M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Texas Pacific Land Corporation | 12,010 | US$5.26M | 3.3% |
| Lam Research Corporation | 7,659 | US$3.32M | 2.1% |
| Micron Technology, Inc. | 2,811 | US$3.24M | 2.0% |
| Advanced Micro Devices Inc | 4,966 | US$2.88M | 1.8% |
| Intel Corporation | 19,579 | US$2.73M | 1.7% |
| Apple Inc | 8,670 | US$2.51M | 1.6% |
| Amazon.com, Inc. | 7,777 | US$1.85M | 1.2% |
| Applied Materials, Inc. | 2,162 | US$1.56M | 0.98% |
| Alphabet Inc (google) Class C | 3,917 | US$1.4M | 0.87% |
| Nvidia Corporation | 6,736 | US$1.35M | 0.84% |
| Kla Corporation | 4,390 | US$1.32M | 0.83% |
| Broadcom Inc. | 3,369 | US$1.27M | 0.80% |
| Walmart Inc. | 10,211 | US$1.16M | 0.72% |
| Rockwell Automation, Inc. | 2,047 | US$1.01M | 0.63% |
| Quanta Services, Inc. | 1,386 | US$998K | 0.62% |
| 3m Company | 5,738 | US$929K | 0.58% |
| Caterpillar, Inc. | 864 | US$920K | 0.57% |
| Comfort Systems Usa, Inc. | 462 | US$916K | 0.57% |
| Ge Vernova Inc. | 769 | US$903K | 0.56% |
| Strategy Inc | 8,400 | US$730K | 0.46% |
| Home Bancshares, Inc. | 24,705 | US$705K | 0.44% |
| Costco Wholesale Corporation | 621 | US$581K | 0.36% |
| Exxon Mobil Corporation | 3,837 | US$525K | 0.33% |
| Texas Instruments Incorporated | 1,190 | US$355K | 0.22% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 693 | US$331K | 0.21% |
| Microsoft Corp. | 834 | US$311K | 0.19% |
| T-mobile Us, Inc. | 1,444 | US$242K | 0.15% |
| Intuitive Surgical, Inc. | 542 | US$216K | 0.13% |
Source
View original at SEC
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