Holdings
Plum Street Advisors, LLC
As of Jun 30, 2026, Plum Street Advisors, LLC reported 26 positions worth US$19.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Mongodb, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,513 | US$2.17M | +209 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,806 | US$2.07M | +141 | Jun 30, 2026 |
| Mongodb, Inc. | 4,557 | US$1.53M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 1,218 | US$1.46M | no change | Jun 30, 2026 |
| Microsoft Corp. | 3,094 | US$1.15M | +11 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,213 | US$1.11M | +23 | Jun 30, 2026 |
| Ubiquiti Inc. | 1,880 | US$1M | no change | Jun 30, 2026 |
| First Solar, Inc. | 4,205 | US$992K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,531 | US$828K | +100 | Jun 30, 2026 |
| Costco Wholesale Corporation | 882 | US$825K | no change | Jun 30, 2026 |