Holdings
Plumb Equity Fund
As of Jun 30, 2026, Plumb Equity Fund reported 26 positions worth US$32.7M. Largest: Advanced Micro Devices Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 7,800 | US$4.53M | −200 | Jun 30, 2026 |
| Nvidia Corporation | 21,000 | US$4.2M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,500 | US$2.68M | no change | Jun 30, 2026 |
| Vse Corporation | 9,250 | US$2.11M | no change | Jun 30, 2026 |
| Aar Corp. | 14,000 | US$2M | no change | Jun 30, 2026 |
| Apple Inc | 4,500 | US$1.3M | no change | Jun 30, 2026 |
| Visa Inc. | 3,600 | US$1.24M | no change | Jun 30, 2026 |
| Modine Manufacturing Company | 4,500 | US$1.2M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,800 | US$1.14M | no change | Jun 30, 2026 |
| Microsoft Corp. | 3,000 | US$1.12M | no change | Jun 30, 2026 |