Holdings
Theory Financial LLC
As of Jun 30, 2026, Theory Financial LLC reported 14 positions worth US$5.41M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 2,020 | US$722K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,208 | US$604K | −15 | Jun 30, 2026 |
| Apple Inc | 1,948 | US$564K | −30 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,218 | US$529K | no change | Jun 30, 2026 |
| Alnylam Pharmaceuticals, Inc. | 1,719 | US$517K | −1,025 | Jun 30, 2026 |
| Eli Lilly And Company | 354 | US$425K | +28 | Jun 30, 2026 |
| Johnson & Johnson | 1,304 | US$331K | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 939 | US$307K | no change | Jun 30, 2026 |
| Broadcom Inc. | 809 | US$306K | no change | Jun 30, 2026 |
| Chevron Corporation | 1,828 | US$303K | no change | Jun 30, 2026 |