Holdings
Trademark Financial Management, LLC
As of Jun 30, 2026, Trademark Financial Management, LLC reported 9 positions worth US$5.93M. Largest: Microsoft Corp., Amazon.com, Inc. and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 4,423 | US$1.65M | −422 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,012 | US$956K | −158 | Jun 30, 2026 |
| Costco Wholesale Corporation | 766 | US$717K | −12 | Jun 30, 2026 |
| Apple Inc | 2,442 | US$707K | no change | Jun 30, 2026 |
| Nvidia Corporation | 3,446 | US$690K | +284 | Jun 30, 2026 |
| Rockwell Automation, Inc. | 768 | US$380K | −35 | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,764 | US$378K | −101 | Jun 30, 2026 |
| Caterpillar, Inc. | 219 | US$233K | new | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 434 | US$217K | new | Jun 30, 2026 |