Holdings
Targeted Financial Services LLC
As of Jun 30, 2026, Targeted Financial Services LLC reported 36 positions worth US$27.9M. Largest: Apple Inc, Eli Lilly And Company and Walmart Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,154 | US$2.36M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 1,900 | US$2.28M | no change | Jun 30, 2026 |
| Walmart Inc. | 18,807 | US$2.13M | no change | Jun 30, 2026 |
| Microsoft Corp. | 5,460 | US$2.04M | +1,006 | Jun 30, 2026 |
| Exxon Mobil Corporation | 14,098 | US$1.93M | +549 | Jun 30, 2026 |
| Abbvie Inc. | 6,042 | US$1.52M | +501 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,869 | US$1.38M | +896 | Jun 30, 2026 |
| Coca-cola Company (the) | 14,936 | US$1.21M | +903 | Jun 30, 2026 |
| Nvidia Corporation | 5,816 | US$1.16M | +3,046 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,136 | US$986K | +1,761 | Jun 30, 2026 |