Holdings
Base Wealth Management LLC
As of Jun 30, 2026, Base Wealth Management LLC reported 22 positions worth US$25.9M. Largest: Hci Group, Inc., Apple Inc and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hci Group, Inc. | 65,327 | US$11.4M | no change | Jun 30, 2026 |
| Apple Inc | 7,540 | US$2.18M | +266 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,724 | US$1.84M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,641 | US$1.82M | +23 | Jun 30, 2026 |
| Applied Industrial Technologies, Inc. | 3,280 | US$1.11M | +663 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,736 | US$890K | −13 | Jun 30, 2026 |
| Coca-cola Company (the) | 9,145 | US$743K | +419 | Jun 30, 2026 |
| Nvidia Corporation | 3,540 | US$708K | −79 | Jun 30, 2026 |
| Pepsico, Inc. | 5,161 | US$699K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,644 | US$587K | +6 | Jun 30, 2026 |