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

NCP Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: NCP Inc. 13F Holdings (2026-06-30)
Creator: ko.io

NCP Inc. (CIK 2023709) reported $71.9M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($15.2M, 21.11%), AMZN ($6.4M, 8.85%), GOOGL ($5.5M, 7.71%), TSLA ($4.8M, 6.67%), AAPL ($4.6M, 6.36%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NVDA	NVIDIA CORP	$15.2M	21.11%	75,826	Added
2	AMZN	AMAZON COM	$6.4M	8.85%	26,700	Added
3	GOOGL	ALPHABET INC	$5.5M	7.71%	15,500	Hold
4	TSLA	TESLA INC	$4.8M	6.67%	11,400	Hold
5	AAPL	APPLE INC	$4.6M	6.36%	15,808	Trimmed
6	CRWD	CROWDSTRIKE HOLDINGS	$4.5M	6.32%	5,950	Added
7	AVGO	BROADCOM INC	$4.3M	6.00%	11,425	Trimmed
8	EQIX	EQUINIX INC	$3.3M	4.57%	3,150	Hold
9	QQQ	INVESCO QQQ	$2.9M	4.05%	3,950	Added
10	COST	COSTCO WHOLESALE	$1.8M	2.50%	1,923	Added
11	BA	BOEING COMPANY	$1.6M	2.23%	7,400	Added
12	GS	GOLDMAN SACHS	$1.5M	2.11%	1,500	Hold
13	ARM	ARM HOLDINGS	$1.2M	1.73%	3,500	New
14	GEV	GE VERNOVA	$1.2M	1.71%	1,046	Hold
15	JPM	JPMORGAN CHASE	$1.2M	1.69%	3,700	Hold
16	WM	WASTE MANAGEMENT	$900,324	1.25%	4,040	Hold
17	GE	GE AEROSPACE	$870,603	1.21%	2,330	Hold
18	ISRG	INTUITIVE SURGICAL	$795,360	1.11%	2,000	Hold
19	META	META PLATFORMS	$709,746	0.99%	1,260	Trimmed
20	JNJ	JOHNSON & JOHNSON	$679,117	0.94%	2,674	Hold
21	ALAB	ASTERA LABS	$627,926	0.87%	1,300	New
22	UAL	UNITED AIRLINES	$611,955	0.85%	4,500	Hold
23	CRDO	CREDO TECHNOLOGY	$571,095	0.79%	2,100	New
24	MSFT	MICROSOFT CORP	$543,144	0.76%	1,456	Hold
25	RKLB	ROCKET LAB	$406,600	0.57%	4,000	New

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