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.
MIZUHO SECURITIES USA LLC (CIK 812291) reported $10.44B across 765 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($635.6M, 6.09%), AAPL ($558.0M, 5.35%), SPY ($458.2M, 4.39%), MSFT ($383.1M, 3.67%), GOOG ($375.9M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $635.6M | 6.09% | 3.4M | Added |
| 2 | AAPL | APPLE INC | $558.0M | 5.35% | 2.0M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $458.2M | 4.39% | 614,817 | Added |
| 4 | MSFT | MICROSOFT CORP | $383.1M | 3.67% | 1.0M | Added |
| 5 | GOOG | ALPHABET INC | $375.9M | 3.60% | 1.1M | Added |
| 6 | AMZN | AMAZON COM INC | $305.7M | 2.93% | 1.4M | Added |
| 7 | AVGO | BROADCOM INC | $228.7M | 2.19% | 657,302 | Added |
| 8 | META | META PLATFORMS INC | $172.5M | 1.65% | 304,150 | Added |
| 9 | TSLA | TESLA INC | $155.9M | 1.49% | 390,430 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $124.9M | 1.20% | 156,331 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.9M | 1.20% | 254,386 | Added |
| 12 | LLY | ELI LILLY & CO | $118.3M | 1.13% | 109,836 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $116.6M | 1.12% | 372,772 | Added |
| 14 | GOOGL | ALPHABET INC | $101.2M | 0.97% | 351,966 | Hold |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $94.2M | 0.90% | 226,224 | Added |
| 16 | XOM | EXXON MOBIL CORP | $87.2M | 0.84% | 577,141 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $83.5M | 0.80% | 334,147 | Added |
| 18 | V | VISA INC | $75.3M | 0.72% | 231,566 | Added |
| 19 | WMT | WALMART INC | $71.8M | 0.69% | 608,229 | Added |
| 20 | INTC | INTEL CORP | $64.2M | 0.61% | 653,722 | Added |
| 21 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $63.0M | 0.60% | 5.6M | Added |
| 22 | AMAT | APPLIED MATLS INC | $61.3M | 0.59% | 110,115 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $59.2M | 0.57% | 61,567 | Added |
| 24 | LRCX | LAM RESEARCH CORP | $58.6M | 0.56% | 173,399 | Added |
| 25 | CAT | CATERPILLAR INC | $58.3M | 0.56% | 64,188 | Added |
Source: SEC Form 13F filings · as of 2026-06-30