Holdings
Trailhead Planners LLC
As of Jun 30, 2026, Trailhead Planners LLC reported 12 positions worth US$10.3M. Largest: Berkshire Hathaway Inc., Apple Inc and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 9,399 | US$4.7M | new | Jun 30, 2026 |
| Apple Inc | 4,977 | US$1.44M | −1,733 | Jun 30, 2026 |
| Chevron Corporation | 4,818 | US$799K | −18 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,206 | US$576K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,543 | US$505K | +98 | Jun 30, 2026 |
| Exxon Mobil Corporation | 3,003 | US$411K | +15 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,095 | US$391K | −155 | Jun 30, 2026 |
| Microsoft Corp. | 919 | US$343K | −104 | Jun 30, 2026 |
| Nvidia Corporation | 1,499 | US$300K | +176 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,234 | US$294K | +63 | Jun 30, 2026 |