MRP Capital Investments, LLC 13F Holdings · Q2 2026
MRP Capital Investments, LLC reported 223 securities worth $135.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (5.31%), IJR (4.38%), DELL (3.64%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $7.2M | 5.31% | 9,628 | Trimmed |
| 2 | IJR | ISHARES TR | $5.9M | 4.38% | 40,110 | Trimmed |
| 3 | DELL | DELL TECHNOLOGIES INC | $4.9M | 3.64% | 11,440 | Trimmed |
| 4 | ALAB | ASTERA LABS INC | $4.6M | 3.40% | 9,545 | Trimmed |
| 5 | GOOG | ALPHABET INC | $4.5M | 3.29% | 12,625 | Trimmed |
| 6 | STRL | STERLING INFRASTRUCTURE INC | $4.2M | 3.13% | 5,053 | Trimmed |
| 7 | FTNT | FORTINET INC | $4.2M | 3.07% | 27,143 | Trimmed |
| 8 | PANW | PALO ALTO NETWORKS INC | $3.7M | 2.74% | 10,900 | Added |
| 9 | SNEX | STONEX GROUP INC | $3.5M | 2.61% | 29,933 | Added |
| 10 | LLY | ELI LILLY & CO | $3.5M | 2.59% | 2,932 | Trimmed |
| 11 | AAPL | APPLE INC | $3.4M | 2.53% | 11,854 | Trimmed |
| 12 | WMT | WALMART INC | $3.2M | 2.34% | 27,992 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $3.0M | 2.22% | 9,208 | Trimmed |
| 14 | GLD | SPDR GOLD TR | $2.9M | 2.16% | 7,963 | Trimmed |
| 15 | TSLA | TESLA INC | $2.9M | 2.13% | 6,873 | Added |
| 16 | AMZN | AMAZON COM INC | $2.8M | 2.09% | 11,912 | Trimmed |
| 17 | BWXT | BWX TECHNOLOGIES INC | $2.8M | 2.04% | 14,233 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.8M | 2.04% | 13,822 | Trimmed |
| 19 | BE | BLOOM ENERGY CORP | $2.7M | 2.02% | 9,050 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $2.7M | 2.02% | 7,357 | Added |
| 21 | META | META PLATFORMS INC | $2.6M | 1.95% | 4,693 | Added |
| 22 | VLO | VALERO ENERGY CORP | $2.1M | 1.58% | 8,214 | Trimmed |
| 23 | VRTX | VERTEX PHARMACEUTICALS INC | $1.9M | 1.40% | 3,810 | Trimmed |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.32% | 15,392 | Added |
| 25 | KMI | KINDER MORGAN INC DEL | $1.8M | 1.31% | 55,700 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR