Cove Private Wealth, LLC: 13F holdings
CIK 20151312026Q2
| Positions | 207 |
|---|
| Reported value | $517.7m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 207 (+22 vs prior quarter) |
|---|
| Reported value | $517.7m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 155,632 | $45.0m | 8.7% |
| NVDA NVIDIA CORPORATION | 191,477 | $38.3m | 7.4% |
| UPS UNITED PARCEL SVCS INC | 307,074 | $33.0m | 6.4% |
| MSFT MICROSOFT CORP | 64,700 | $24.1m | 4.7% |
| GOOG ALPHABET INC | 65,832 | $23.3m | 4.5% |
| GOOGL ALPHABET INC | 58,554 | $20.9m | 4.0% |
| AMZN AMAZON COM INC | 85,673 | $20.4m | 3.9% |
| MRVL MARVELL TECHNOLOGY INC | 39,516 | $11.8m | 2.3% |
| MA MASTERCARD INCORPORATED | 20,672 | $10.6m | 2.1% |
| JPM JPMORGAN CHASE & CO | 32,121 | $10.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2015131")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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