Holdings
Aegis Wealth Management, Inc.
As of Jun 30, 2026, Aegis Wealth Management, Inc. reported 32 positions worth US$25.2M. Largest: Eli Lilly And Company, O'reilly Automotive, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 3,521 | US$4.22M | −18 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 22,589 | US$2.08M | −1,829 | Jun 30, 2026 |
| Apple Inc | 6,587 | US$1.91M | +748 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 8,317 | US$1.83M | +52 | Jun 30, 2026 |
| Stag Industrial, Inc. | 42,001 | US$1.6M | −1,371 | Jun 30, 2026 |
| Tesla, Inc. | 2,768 | US$1.16M | +162 | Jun 30, 2026 |
| Merck & Company, Inc. | 8,599 | US$1.1M | −87 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,321 | US$830K | +247 | Jun 30, 2026 |
| Extra Space Storage Inc | 5,372 | US$781K | −212 | Jun 30, 2026 |
| Walmart Inc. | 6,726 | US$762K | +111 | Jun 30, 2026 |