Holdings

Strategic Investment Advisors / MI

As of Jun 30, 2026, Strategic Investment Advisors / MI reported 266 positions worth US$364M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc98,426US$28.5M−2,489Jun 30, 2026
Nvidia Corporation117KUS$23.4M−2,564Jun 30, 2026
Alphabet Inc (google) Class C55,906US$20M−1,120Jun 30, 2026
Microsoft Corp.40,039US$14.9M−1,387Jun 30, 2026
Broadcom Inc.28,564US$10.8M−1,167Jun 30, 2026
Amazon.com, Inc.36,567US$8.72M+858Jun 30, 2026
Meta Platforms, Inc.14,218US$8.01M−323Jun 30, 2026
Coherent Corp.19,516US$7.7M+3,476Jun 30, 2026
Jp Morgan Chase & Co.21,785US$7.13M−575Jun 30, 2026
Kla Corporation21,156US$6.38M+18,931Jun 30, 2026