Notis-McConarty Edward: 13F holdings
CIK 15926162026Q2
| Positions | 67 |
|---|
| Reported value | $231.5m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 67 (-5 vs prior quarter) |
|---|
| Reported value | $231.5m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC CL A | 44,557 | $15.9m | 6.9% |
| NVDA NVIDIA CORP | 69,131 | $13.8m | 6.0% |
| AMD ADVANCED MICRO DEVICES | 21,007 | $12.2m | 5.3% |
| AAPL APPLE | 41,716 | $12.1m | 5.2% |
| AMAT APPLIED MATERIAL | 14,374 | $10.4m | 4.5% |
| ADI ANALOG DEVICES | 24,276 | $9.6m | 4.2% |
| MA MASTERCARD | 16,392 | $8.4m | 3.6% |
| MSFT MICROSOFT | 22,516 | $8.4m | 3.6% |
| RTX RTX CORPORATION | 41,681 | $7.9m | 3.4% |
| ROK ROCKWELL AUTOMATION | 15,796 | $7.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1592616")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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