Terminal · Institutions

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

Markowski Investments 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Markowski Investments (CIK 2149795) reported $454.2M across 618 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($36.4M, 8.02%), VGT ($28.7M, 6.32%), VIG ($25.4M, 5.60%), VYM ($22.8M, 5.03%), JAAA ($20.6M, 4.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYGSPDR SERIES TRUST$36.4M8.02%306,162New
2VGTVANGUARD WORLD FD$28.7M6.32%240,132New
3VIGVANGUARD SPECIALIZED FUNDS$25.4M5.60%107,534New
4VYMVANGUARD WHITEHALL FDS$22.8M5.03%144,471New
5JAAAJANUS DETROIT STR TR$20.6M4.53%407,951New
6AAPLAPPLE INC$19.5M4.29%67,359New
7XSMOINVESCO EXCHANGE TRADED FD T$18.3M4.03%195,594New
8PFFISHARES TR$16.8M3.69%549,635New
9JBBBJANUS DETROIT STR TR$13.6M3.00%287,639New
10VYMIVANGUARD WHITEHALL FDS$13.4M2.95%136,539New
11CGMSCAPITAL GRP FIXED INCM ETF T$12.9M2.84%471,323New
12VUGVANGUARD INDEX FDS$12.2M2.69%141,952New
13GPIQGOLDMAN SACHS ETF TR$12.0M2.65%202,683New
14GOOGLALPHABET INC$11.9M2.62%33,347New
15NVDANVIDIA CORPORATION$10.6M2.33%52,829New
16GPIXGOLDMAN SACHS ETF TR$10.4M2.30%187,992New
17VNQVANGUARD INDEX FDS$10.3M2.28%107,210New
18COWZPACER FDS TR$9.2M2.04%148,707New
19MSFTMICROSOFT CORP$8.3M1.83%22,269New
20AMZNAMAZON COM INC$7.9M1.74%33,248New
21JPMJPMORGAN CHASE &CO$7.4M1.62%22,514New
22VTVVANGUARD VALUE INDEX FUND ETF SHARES$5.1M1.13%23,613New
23GSGOLDMAN SACHS GROUP INC$4.8M1.07%4,793New
24AVGOBROADCOM INC$4.7M1.03%12,425New
25GOOGALPHABET INC$4.7M1.03%13,245New

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