Holdings
Pinkerton Wealth, LLC
As of Jun 30, 2026, Pinkerton Wealth, LLC reported 61 positions worth US$251M. Largest: Conocophillips, Exxon Mobil Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Conocophillips | 81,548 | US$10.8M | +28,274 | Jun 30, 2026 |
| Exxon Mobil Corporation | 61,614 | US$10.5M | +12,651 | Jun 30, 2026 |
| Microsoft Corp. | 23,432 | US$8.67M | +1,696 | Jun 30, 2026 |
| Phillips 66 | 41,681 | US$7.59M | −1,110 | Jun 30, 2026 |
| Chevron Corporation | 34,979 | US$7.24M | +596 | Jun 30, 2026 |
| Merck & Company, Inc. | 59,564 | US$7.16M | −709 | Jun 30, 2026 |
| Qualcomm Incorporated | 55,530 | US$7.15M | +5,121 | Jun 30, 2026 |
| Apple Inc | 28,040 | US$7.12M | +1,494 | Jun 30, 2026 |
| Verizon Communications Inc. | 137K | US$6.87M | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 21,524 | US$6.33M | +138 | Jun 30, 2026 |