Terminal · Institutions

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

Codex Capital Asset Management L.L.C. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Codex Capital Asset Management L.L.C. (CIK 2030542) reported $288.9M across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($39.1M, 13.54%), GEV ($24.2M, 8.39%), GE ($20.1M, 6.96%), LLY ($18.8M, 6.50%), BRK/B ($17.6M, 6.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$39.1M13.54%195,575Trimmed
2GEVGEV$24.2M8.39%20,622Trimmed
3GEGENERAL ELECTRIC CO$20.1M6.96%53,875Trimmed
4LLYLILLY ELI & CO$18.8M6.50%15,655Trimmed
5BRK/BBERKSHIRE HATHAWAY INC DEL$17.6M6.10%35,230Added
6MSFTMICROSOFT CORP$14.1M4.87%37,700Trimmed
7METAMETA PLATFORMS INC$14.0M4.85%24,860Trimmed
8GOOGLALPHABET INC$13.2M4.55%36,810Added
9SPYSPDR S&P 500 ETF TR$12.6M4.36%16,870Trimmed
10GOOGALPHABET INC$12.4M4.29%35,050Trimmed
11AMZNAMAZON COM INC$10.9M3.79%45,900Hold
12JPMJPMORGAN CHASE & CO$9.1M3.16%28,050Trimmed
13ETNEATON CORP PLC$8.5M2.93%19,900Trimmed
14AVGOBROADCOM$7.9M2.75%21,000Hold
15RYCEYROLLS ROYCE$7.4M2.58%387,000Trimmed
16MAMASTERCARD INCORPORATED$7.3M2.52%14,200Added
17TMOTHERMO FISHER SCIENTIFIC INC$6.7M2.31%13,325Trimmed
18BABOEING$6.3M2.17%29,000Added
19VVISA INC$6.1M2.11%17,779Trimmed
20QQQINVESCO QQQ TR$5.0M1.73%6,780Hold
21HONHONEYWELL INTERNATIONAL INC$3.9M1.36%17,525Trimmed
22HONAHONEYWELL AEROSPACE$3.9M1.34%17,525New
23TSMTAIWAN SEMICONDUCTOR$3.8M1.31%7,900Added
24IJKISHARES TR$2.6M0.90%22,050Trimmed
25SHOPSHOPIFY$2.3M0.81%20,500Trimmed

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