Holdings
Valtrion Capital Management, LLC
As of Jun 30, 2026, Valtrion Capital Management, LLC reported 67 positions worth US$44.6M. Largest: Palo Alto Networks, Inc., Apple Inc and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Palo Alto Networks, Inc. | 8,117 | US$2.77M | −1,547 | Jun 30, 2026 |
| Apple Inc | 9,386 | US$2.72M | +1,696 | Jun 30, 2026 |
| Broadcom Inc. | 6,523 | US$2.46M | +5,505 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 2,978 | US$2.27M | −127 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,621 | US$2.01M | +238 | Jun 30, 2026 |
| Cummins Inc. | 2,439 | US$1.74M | +31 | Jun 30, 2026 |
| Nvidia Corporation | 7,487 | US$1.5M | +1,457 | Jun 30, 2026 |
| Microsoft Corp. | 3,550 | US$1.32M | +254 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,122 | US$1.22M | +289 | Jun 30, 2026 |
| The Travelers Companies, Inc. | 3,008 | US$993K | +94 | Jun 30, 2026 |