WP Advisors, LLC
WP Advisors, LLC reported 119 holdings worth US$413M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
WP Advisors, LLC reported 119 holdings worth US$413M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Meta Platforms, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$413M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 148K | US$42.8M | 10.3% |
| Alphabet Inc (google) Class C | 106K | US$37.9M | 9.2% |
| Meta Platforms, Inc. | 43,418 | US$24.5M | 5.9% |
| Berkshire Hathaway Inc. | 47,545 | US$23.8M | 5.8% |
| Nvidia Corporation | 105K | US$21M | 5.1% |
| Amazon.com, Inc. | 63,588 | US$15.2M | 3.7% |
| Enterprise Products Partners L.p. | 378K | US$13.9M | 3.4% |
| Pfizer, Inc. | 477K | US$11.5M | 2.8% |
| Netflix, Inc. | 132K | US$9.41M | 2.3% |
| Unitedhealth Group Incorporated | 21,846 | US$9.08M | 2.2% |
| Visa Inc. | 25,379 | US$8.71M | 2.1% |
| Abbvie Inc. | 32,382 | US$8.15M | 2.0% |
| Microsoft Corp. | 19,088 | US$7.12M | 1.7% |
| Valero Energy Corporation | 25,879 | US$6.74M | 1.6% |
| Advanced Micro Devices Inc | 10,479 | US$6.09M | 1.5% |
| American Express Company | 16,474 | US$5.57M | 1.3% |
| Jp Morgan Chase & Co. | 16,485 | US$5.4M | 1.3% |
| Paypal Holdings, Inc. | 80,381 | US$3.47M | 0.84% |
| Salesforce, Inc. | 19,650 | US$3.08M | 0.74% |
| Chevron Corporation | 17,936 | US$2.97M | 0.72% |
| Booking Holdings Inc. Common Stock | 15,994 | US$2.85M | 0.69% |
| Oneok, Inc. | 30,182 | US$2.62M | 0.63% |
| Amphenol Corporation | 14,069 | US$2.48M | 0.60% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,174 | US$2.47M | 0.60% |
| Altria Group, Inc. | 33,317 | US$2.4M | 0.58% |
| Intuit Inc. | 6,343 | US$1.66M | 0.40% |
| Vertex Pharmaceuticals Incorporated | 2,945 | US$1.46M | 0.35% |
| Dell Technologies Inc. | 3,331 | US$1.44M | 0.35% |
| Qualcomm Incorporated | 7,642 | US$1.41M | 0.34% |
| Tesla, Inc. | 3,302 | US$1.39M | 0.34% |
| Fiserv, Inc. | 27,677 | US$1.36M | 0.33% |
| Amgen Inc. | 3,072 | US$1.11M | 0.27% |
| Asml Holding Nv | 550 | US$1.09M | 0.26% |
| Uber Technologies, Inc. | 15,127 | US$1.09M | 0.26% |
| Costco Wholesale Corporation | 1,165 | US$1.09M | 0.26% |
| Philip Morris International Inc | 5,789 | US$1.05M | 0.25% |
| Progressive Corporation (the) | 4,734 | US$1.03M | 0.25% |
| Wells Fargo & Company | 11,700 | US$967K | 0.23% |
| Servicenow, Inc. | 9,456 | US$939K | 0.23% |
| Lockheed Martin Corporation | 1,626 | US$829K | 0.20% |
| Regeneron Pharmaceuticals, Inc. | 1,205 | US$752K | 0.18% |
| Phillips 66 | 3,796 | US$642K | 0.16% |
| Mercadolibre, Inc. | 370 | US$628K | 0.15% |
| Abercrombie & Fitch Company | 6,169 | US$555K | 0.13% |
| Fedex Corporation | 1,708 | US$535K | 0.13% |
| Tjx Companies, Inc. (the) | 2,971 | US$450K | 0.11% |
| Energy Transfer Lp | 22,543 | US$431K | 0.10% |
| Monolithic Power Systems, Inc. | 310 | US$428K | 0.10% |
| Morgan Stanley | 1,981 | US$414K | 0.10% |
| Goldman Sachs Group, Inc. (the) | 387 | US$391K | 0.09% |
| Walmart Inc. | 3,442 | US$390K | 0.09% |
| Oracle Corporation | 2,650 | US$388K | 0.09% |
| Intercontinental Exchange Inc. | 3,066 | US$377K | 0.09% |
| Caterpillar, Inc. | 325 | US$346K | 0.08% |
| Lpl Financial Holdings Inc. | 1,206 | US$340K | 0.08% |
| Shopify Inc. | 2,938 | US$335K | 0.08% |
| Palo Alto Networks, Inc. | 948 | US$323K | 0.08% |
| Applied Materials, Inc. | 444 | US$321K | 0.08% |
| General Motors Company | 4,062 | US$313K | 0.08% |
| Allstate Corporation (the) | 1,215 | US$289K | 0.07% |
| Exxon Mobil Corporation | 2,104 | US$288K | 0.07% |
| Bank Of America Corporation | 4,796 | US$273K | 0.07% |
| Novo Nordisk A/s Class B | 5,446 | US$261K | 0.06% |
| Kla Corporation | 845 | US$255K | 0.06% |
| Bp Plc | 6,865 | US$254K | 0.06% |
| Coca-cola Company (the) | 3,013 | US$245K | 0.06% |
| Deere & Company | 384 | US$244K | 0.06% |
| International Business Machines Corporation | 815 | US$229K | 0.06% |
| O'reilly Automotive, Inc. | 2,355 | US$217K | 0.05% |
| Zscaler Inc | 1,456 | US$206K | 0.05% |
| Cisco Systems, Inc. | 1,723 | US$202K | 0.05% |
| Constellation Energy Corporation | 809 | US$201K | 0.05% |
| L3harris Technologies, Inc. | 690 | US$200K | 0.05% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Roper Technologies, Inc. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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