Holdings
Twelve Points Wealth Management LLC
As of Jun 30, 2026, Twelve Points Wealth Management LLC reported 125 positions worth US$140M. Largest: Apple Inc, Jabil Inc. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 18,339 | US$5.31M | −308 | Jun 30, 2026 |
| Jabil Inc. | 13,011 | US$5.02M | −1,438 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 15,139 | US$4.96M | −289 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,776 | US$4.89M | +90 | Jun 30, 2026 |
| Franklin Resources, Inc. | 137K | US$4.56M | −11,381 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,184 | US$4.35M | −88 | Jun 30, 2026 |
| Artisan Partners Asset Management Inc. | 109K | US$3.77M | +27,593 | Jun 30, 2026 |
| Exxon Mobil Corporation | 24,919 | US$3.41M | +729 | Jun 30, 2026 |
| Vishay Intertechnology, Inc. | 62,861 | US$3.38M | −29,051 | Jun 30, 2026 |
| Cisco Systems, Inc. | 28,629 | US$3.36M | −8,604 | Jun 30, 2026 |