Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BANTA ASSET MANAGEMENT LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

BANTA ASSET MANAGEMENT LP (CIK 1426960) reported $112.0M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($35.8M, 31.95%), VOO ($28.3M, 25.23%), BSJR ($7.4M, 6.59%), BSJS ($7.2M, 6.47%), BSJT ($6.8M, 6.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$35.8M31.95%48,591Trimmed
2VOOVANGUARD INDEX FDS$28.3M25.23%41,142Added
3BSJRINVESCO EXCH TRD SLF IDX FD$7.4M6.59%330,285Added
4BSJSINVESCO EXCH TRD SLF IDX FD$7.2M6.47%333,370Added
5BSJTINVESCO EXCH TRD SLF IDX FD$6.8M6.09%322,870Added
6AAPLAPPLE INC$5.7M5.05%19,526Trimmed
7BSJQINVESCO EXCH TRD SLF IDX FD$4.5M4.06%197,933Trimmed
8VERIVERITONE INC$3.6M3.22%2.6MAdded
9NVDANVIDIA CORPORATION$2.5M2.25%12,570Added
10SPYSTATE STR SPDR S&P 500 ETF T$2.2M1.97%2,958Trimmed
11IGVISHARES TR$1.9M1.72%21,320Added
12RSPINVESCO EXCHANGE TRADED FD T$1.6M1.41%7,410Trimmed
13DIASTATE STR SPDR DOW JONES IND$1.0M0.93%2,004Trimmed
14RWLINVESCO EXCH TRADED FD TR II$782,5300.70%6,125Trimmed
15VTIVANGUARD INDEX FDS$610,5660.55%1,650Added
16MSFTMICROSOFT CORP$600,9350.54%1,611Added
17PFFISHARES TR$386,9180.35%12,690Trimmed
18TSLATESLA INC$382,3250.34%909Hold
19HYGISHARES TR$367,8620.33%4,600Hold
20COSTCOSTCO WHOLESALE CORPORATION$280,6410.25%300Hold

Source: SEC Form 13F filings · as of 2026-06-30