Holdings
Note Advisors, LLC
As of Jun 30, 2026, Note Advisors, LLC reported 20 positions worth US$11.9M. Largest: Alphabet Inc (google) Class C, Apple Inc and Mcdonald's Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 7,891 | US$2.82M | −166 | Jun 30, 2026 |
| Apple Inc | 3,791 | US$1.1M | −80 | Jun 30, 2026 |
| Mcdonald's Corporation | 4,027 | US$1.09M | no change | Jun 30, 2026 |
| Nbt Bancorp Inc. | 18,048 | US$891K | +169 | Jun 30, 2026 |
| Microsoft Corp. | 2,125 | US$793K | −343 | Jun 30, 2026 |
| United Airlines Holdings, Inc. | 5,813 | US$791K | −71 | Jun 30, 2026 |
| Broadcom Inc. | 1,497 | US$565K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 853 | US$427K | −6 | Jun 30, 2026 |
| Analog Devices, Inc. | 1,059 | US$421K | −31 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,660 | US$396K | −304 | Jun 30, 2026 |