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.
Integrated Financial Solutions, Inc. (CIK 2086529) reported $185.1M across 36 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($34.9M, 18.86%), NVDA ($34.9M, 18.85%), AVGO ($29.1M, 15.74%), GOOGL ($12.3M, 6.65%), AMD ($10.6M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.9M | 18.86% | 120,673 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $34.9M | 18.85% | 174,404 | Added |
| 3 | AVGO | BROADCOM INC | $29.1M | 15.74% | 77,110 | Added |
| 4 | GOOGL | ALPHABET INC | $12.3M | 6.65% | 34,447 | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $10.6M | 5.75% | 18,320 | Trimmed |
| 6 | ALAB | ASTERA LABS INC | $7.4M | 4.00% | 15,335 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $6.5M | 3.52% | 27,373 | Added |
| 8 | APP | APPLOVIN CORP | $6.4M | 3.44% | 12,344 | Added |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.9M | 2.63% | 86,245 | Added |
| 10 | GEV | GE VERNOVA INC | $4.3M | 2.30% | 3,620 | Added |
| 11 | MSFT | MICROSOFT CORP | $4.0M | 2.16% | 10,709 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 2.02% | 5,011 | Trimmed |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $3.7M | 1.99% | 4,830 | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $3.2M | 1.74% | 2,798 | Added |
| 15 | RH | RH | $2.9M | 1.57% | 17,595 | Added |
| 16 | META | META PLATFORMS INC | $2.6M | 1.41% | 4,650 | Added |
| 17 | SMCI | SUPER MICRO COMPUTER INC | $1.8M | 0.98% | 61,625 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $1.5M | 0.80% | 20,820 | Added |
| 19 | XLK | SELECT SECTOR SPDR TR | $1.1M | 0.59% | 5,719 | Added |
| 20 | BE | BLOOM ENERGY CORP | $1.0M | 0.57% | 3,467 | New |
| 21 | TSLA | TESLA INC | $971,586 | 0.52% | 2,310 | Hold |
| 22 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $874,319 | 0.47% | 3,215 | New |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $770,320 | 0.42% | 1,613 | Added |
| 24 | CLS | CELESTICA INC | $723,756 | 0.39% | 1,985 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $605,736 | 0.33% | 7,032 | Added |
Source: SEC Form 13F filings · as of 2026-06-30