First Growth Capital LLC: 13F holdings
CIK 21120812026Q2
| Positions | 137 |
|---|
| Reported value | $131.9m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 137 (+9 vs prior quarter) |
|---|
| Reported value | $131.9m (+19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VRT VERTIV HOLDINGS CO | 72,532 | $24.3m | 18.4% |
| IVV ISHARES TR | 13,173 | $9.9m | 7.5% |
| SCHA SCHWAB STRATEGIC TR | 87,861 | $3.2m | 2.4% |
| SCHX SCHWAB STRATEGIC TR | 103,820 | $3.1m | 2.3% |
| QQQ INVESCO QQQ TR | 3,519 | $2.6m | 2.0% |
| RECS COLUMBIA ETF TR I | 55,371 | $2.4m | 1.8% |
| SCHD SCHWAB STRATEGIC TR | 56,645 | $1.8m | 1.4% |
| VTI VANGUARD INDEX FDS | 4,739 | $1.8m | 1.3% |
| AAPL APPLE INC | 6,011 | $1.7m | 1.3% |
| MSFT MICROSOFT CORP | 4,606 | $1.7m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112081")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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