MAI Capital Management: 13F holdings
CIK 10401972026Q2
| Positions | 1,889 |
|---|
| Reported value | $26.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,889 (-2,920 vs prior quarter) |
|---|
| Reported value | $26.6bn (+50.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 2,471,229 | $1.9bn | 7.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 1,195,510 | $893.0m | 3.4% |
| AAPL APPLE INC | 2,971,008 | $859.7m | 3.2% |
| GLDM WORLD GOLD TR | 7,497,358 | $595.4m | 2.2% |
| NVDA NVIDIA CORPORATION | 2,595,858 | $519.4m | 2.0% |
| VEA VANGUARD TAX-MANAGED FDS | 7,043,460 | $501.8m | 1.9% |
| MSFT MICROSOFT CORP | 1,278,730 | $477.0m | 1.8% |
| VTI VANGUARD INDEX FDS | 1,183,594 | $438.0m | 1.6% |
| IJH ISHARES TR | 5,616,598 | $433.1m | 1.6% |
| GOOGL ALPHABET INC | 1,034,127 | $369.6m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1040197")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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