Wharton Business Group, LLC
Wharton Business Group, LLC reported 142 holdings worth US$2.99B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Wharton Business Group, LLC reported 142 holdings worth US$2.99B as of Jun 30, 2026. Largest: Apple Inc, Jp Morgan Chase & Co. and Goldman Sachs Group, Inc. (the). Filed Aug 10, 2026 (Form 13F).
- Holdings
- 142
- Value as reported
- US$2.99B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 406K | US$117M | 3.9% |
| Jp Morgan Chase & Co. | 162K | US$53.1M | 1.8% |
| Goldman Sachs Group, Inc. (the) | 48,491 | US$49M | 1.6% |
| Caterpillar, Inc. | 40,314 | US$42.9M | 1.4% |
| Berkshire Hathaway Inc. | 81,672 | US$40.9M | 1.4% |
| Cummins Inc. | 46,586 | US$33.2M | 1.1% |
| Quanta Services, Inc. | 33,545 | US$24.2M | 0.81% |
| Bank Of America Corporation | 374K | US$21.3M | 0.71% |
| Alphabet Inc (google) Class C | 25,771 | US$19.2M | 0.64% |
| Cisco Systems, Inc. | 141K | US$16.5M | 0.55% |
| General Motors Company | 121K | US$9.31M | 0.31% |
| Jacobs Solutions Inc. | 62,600 | US$7.89M | 0.26% |
| Fedex Corporation | 23,411 | US$7.33M | 0.25% |
| Citigroup, Inc. | 50,778 | US$7.11M | 0.24% |
| Union Pacific Corporation | 24,731 | US$6.73M | 0.22% |
| Csx Corporation | 127K | US$6.02M | 0.20% |
| Microsoft Corp. | 13,443 | US$5.01M | 0.17% |
| Textron Inc. | 52,320 | US$4.8M | 0.16% |
| Asml Holding Nv | 2,270 | US$4.52M | 0.15% |
| Nvidia Corporation | 15,606 | US$3.12M | 0.10% |
| Amazon.com, Inc. | 11,395 | US$2.72M | 0.09% |
| J.b. Hunt Transport Services, Inc. | 7,961 | US$2.3M | 0.08% |
| Wells Fargo & Company | 17,675 | US$1.46M | 0.05% |
| Cintas Corporation | 8,128 | US$1.38M | 0.05% |
| Meta Platforms, Inc. | 2,424 | US$1.37M | 0.05% |
| S&t Bancorp, Inc. | 27,033 | US$1.33M | 0.04% |
| Ge Vernova Inc. | 1,000 | US$1.17M | 0.04% |
| Nextnav Inc. | 56,360 | US$1M | 0.03% |
| Mid Penn Bancorp | 27,108 | US$944K | 0.03% |
| Intel Corporation | 6,165 | US$861K | 0.03% |
| Eli Lilly And Company | 665 | US$798K | 0.03% |
| The Bank Of New York Mellon Corporation | 4,780 | US$691K | 0.02% |
| Pnc Financial Services Group, Inc. (the) | 2,656 | US$654K | 0.02% |
| Morgan Stanley | 2,909 | US$608K | 0.02% |
| Adobe Inc. | 2,723 | US$558K | 0.02% |
| Texas Instruments Incorporated | 1,715 | US$511K | 0.02% |
| Lam Research Corporation | 1,140 | US$494K | 0.02% |
| Johnson & Johnson | 1,813 | US$460K | 0.02% |
| Home Depot, Inc. (the) | 1,251 | US$441K | 0.01% |
| Oracle Corporation | 2,928 | US$429K | 0.01% |
| Amgen Inc. | 1,173 | US$425K | 0.01% |
| Intercontinental Exchange Inc. | 3,385 | US$417K | 0.01% |
| The Cigna Group | 1,501 | US$414K | 0.01% |
| Paychex, Inc. | 3,715 | US$365K | 0.01% |
| Chevron Corporation | 2,149 | US$356K | 0.01% |
| Innovative Solutions And Support, Inc. | 19,395 | US$349K | 0.01% |
| Blackrock, Inc. | 330 | US$317K | 0.01% |
| Zions Bancorporation N.a. | 4,460 | US$309K | 0.01% |
| Conocophillips | 2,960 | US$308K | 0.01% |
| Dell Technologies Inc. | 690 | US$298K | <0.01% |
| Welltower Inc. | 1,300 | US$295K | <0.01% |
| Autodesk, Inc. | 1,445 | US$281K | <0.01% |
| Intuit Inc. | 1,035 | US$270K | <0.01% |
| Vertiv Holdings, Llc | 805 | US$270K | <0.01% |
| Costco Wholesale Corporation | 266 | US$249K | <0.01% |
| First | 11,685 | US$238K | <0.01% |
| Freeport-mcmoran, Inc. | 3,710 | US$233K | <0.01% |
| Visa Inc. | 652 | US$224K | <0.01% |
| Walt Disney Company (the) | 2,313 | US$223K | <0.01% |
| Unitedhealth Group Incorporated | 530 | US$220K | <0.01% |
| Valero Energy Corporation | 834 | US$217K | <0.01% |
| Abbvie Inc. | 846 | US$213K | <0.01% |
| Lockheed Martin Corporation | 410 | US$209K | <0.01% |
| Nanoviricides, Inc. | 15,736 | US$21,716 | <0.01% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
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