Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COMMONS CAPITAL, LLC (CIK 1912835) reported $142.9M across 96 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($20.1M, 14.05%), GOOGL ($11.4M, 7.98%), AVGO ($11.2M, 7.84%), AAPL ($10.1M, 7.06%), AMZN ($7.4M, 5.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.1M | 14.05% | 100,365 | Added |
| 2 | GOOGL | ALPHABET INC | $11.4M | 7.98% | 31,931 | Added |
| 3 | AVGO | BROADCOM INC | $11.2M | 7.84% | 29,645 | Added |
| 4 | AAPL | APPLE INC | $10.1M | 7.06% | 34,849 | Added |
| 5 | AMZN | AMAZON COM INC | $7.4M | 5.15% | 30,859 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $7.3M | 5.12% | 21,451 | Added |
| 7 | MSFT | MICROSOFT CORP | $4.6M | 3.22% | 12,355 | Trimmed |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $4.2M | 2.97% | 5,560 | Added |
| 9 | HCA | HCA HEALTHCARE INC | $3.5M | 2.43% | 8,898 | New |
| 10 | GSL | GLOBAL SHIP LEASE INC | $3.2M | 2.26% | 86,000 | Hold |
| 11 | META | META PLATFORMS INC | $3.0M | 2.09% | 5,293 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $2.7M | 1.91% | 2,920 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.85% | 8,098 | Added |
| 14 | ETN | EATON CORP PLC | $2.6M | 1.82% | 6,088 | Added |
| 15 | TD | TORONTO DOMINION BK ONT | $2.2M | 1.53% | 17,990 | Added |
| 16 | MP | MP MATERIALS CORP | $2.0M | 1.41% | 36,023 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $1.8M | 1.28% | 4,949 | Trimmed |
| 18 | ACN | ACCENTURE PLC IRELAND | $1.7M | 1.18% | 13,500 | Added |
| 19 | GOOG | ALPHABET INC | $1.7M | 1.17% | 4,717 | Trimmed |
| 20 | MED | MEDIFAST INC | $1.6M | 1.11% | 149,916 | Added |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $1.3M | 0.90% | 2,567 | Trimmed |
| 22 | GD | GENERAL DYNAMICS CORP | $1.3M | 0.88% | 3,560 | Added |
| 23 | VALE | VALE S A | $1.2M | 0.84% | 80,000 | Hold |
| 24 | TJX | TJX COS INC NEW | $1.1M | 0.79% | 7,467 | Added |
| 25 | GIS | GENERAL MILLS INC | $1.1M | 0.75% | 30,600 | New |
Source: SEC Form 13F filings · as of 2026-06-30