Holdings
Retirement Capital Strategies
As of Jun 30, 2026, Retirement Capital Strategies reported 14 positions worth US$33.8M. Largest: Apple Inc, Arista Networks, Inc. and 3m Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 27,798 | US$8.04M | +549 | Jun 30, 2026 |
| Arista Networks, Inc. | 32,161 | US$5.46M | +5 | Jun 30, 2026 |
| 3m Company | 31,609 | US$5.12M | −373 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 10,041 | US$2.83M | no change | Jun 30, 2026 |
| Nvidia Corporation | 12,531 | US$2.51M | −645 | Jun 30, 2026 |
| Microsoft Corp. | 6,405 | US$2.39M | +36 | Jun 30, 2026 |
| Cisco Systems, Inc. | 14,200 | US$1.67M | no change | Jun 30, 2026 |
| Intel Corporation | 10,128 | US$1.41M | −2,863 | Jun 30, 2026 |
| Tesla, Inc. | 3,162 | US$1.33M | no change | Jun 30, 2026 |
| Ge Vernova Inc. | 717 | US$842K | −3 | Jun 30, 2026 |