Holdings
XML Financial, LLC
As of Jun 30, 2026, XML Financial, LLC reported 232 positions worth US$496M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 116K | US$33.6M | +835 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 46,554 | US$23.3M | +9,721 | Jun 30, 2026 |
| Microsoft Corp. | 57,808 | US$21.6M | +1,710 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 58,550 | US$20.9M | −189 | Jun 30, 2026 |
| Johnson & Johnson | 60,680 | US$15.4M | −2,209 | Jun 30, 2026 |
| Nvidia Corporation | 74,279 | US$14.9M | +7,256 | Jun 30, 2026 |
| Cisco Systems, Inc. | 122K | US$14.3M | −5,819 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 39,600 | US$13M | −71 | Jun 30, 2026 |
| Amazon.com, Inc. | 52,605 | US$12.5M | −1,152 | Jun 30, 2026 |
| Bank Of America Corporation | 196K | US$11.1M | −6,362 | Jun 30, 2026 |