UDINE WEALTH MANAGEMENT, INC.: 13F holdings
CIK 19072402026Q2
| Positions | 40 |
|---|
| Reported value | $242.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 40 (+5 vs prior quarter) |
|---|
| Reported value | $242.9m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL SPDR SERIES TRUST | 321,138 | $29.4m | 12.1% |
| GOOG ALPHABET INC | 69,781 | $24.9m | 10.3% |
| AAPL APPLE INC | 77,306 | $22.4m | 9.2% |
| MSFT MICROSOFT CORP | 49,241 | $18.4m | 7.6% |
| BAC BANK OF AMER CORP | 232,035 | $13.2m | 5.4% |
| SHV ISHARES TR | 101,750 | $11.2m | 4.6% |
| JPM JPMORGAN CHASE & CO | 33,307 | $10.9m | 4.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 20,465 | $10.2m | 4.2% |
| AMZN AMAZON COM INC | 27,868 | $6.6m | 2.7% |
| BE BLOOM ENERGY CORP | 18,723 | $5.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907240")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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