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.
PCM Encore, LLC (CIK 2109846) reported $569.2M across 459 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($25.9M, 4.56%), AAPL ($25.3M, 4.45%), GOOGL ($19.9M, 3.50%), MSFT ($17.2M, 3.02%), TSM ($16.4M, 2.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $25.9M | 4.56% | 129,660 | Trimmed |
| 2 | AAPL | APPLE INC | $25.3M | 4.45% | 87,454 | Added |
| 3 | GOOGL | ALPHABET INC | $19.9M | 3.50% | 55,762 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $17.2M | 3.02% | 46,079 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.4M | 2.88% | 34,343 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $14.4M | 2.52% | 20,914 | Added |
| 7 | IWM | ISHARES TR | $12.5M | 2.20% | 41,698 | Added |
| 8 | AMZN | AMAZON COM INC | $12.2M | 2.15% | 51,255 | Trimmed |
| 9 | AVGO | BROADCOM INC | $10.7M | 1.88% | 28,345 | Added |
| 10 | LLY | ELI LILLY & CO | $10.6M | 1.86% | 8,838 | Trimmed |
| 11 | IVV | ISHARES TR | $9.2M | 1.62% | 12,340 | Trimmed |
| 12 | IEMG | ISHARES INC | $8.2M | 1.43% | 98,540 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $7.9M | 1.39% | 37,230 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $7.9M | 1.38% | 110,196 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $7.8M | 1.37% | 6,750 | Added |
| 16 | META | META PLATFORMS INC | $7.0M | 1.23% | 12,442 | Trimmed |
| 17 | LRCX | LAM RESEARCH CORP | $6.7M | 1.18% | 15,518 | Added |
| 18 | MGK | VANGUARD WORLD FD | $6.7M | 1.18% | 76,663 | Added |
| 19 | TSLA | TESLA INC | $6.3M | 1.11% | 15,012 | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $6.2M | 1.08% | 10,628 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.1M | 1.07% | 12,198 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $5.5M | 0.97% | 16,805 | Added |
| 23 | CAT | CATERPILLAR INC | $5.3M | 0.94% | 5,019 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $5.2M | 0.92% | 24,079 | Added |
| 25 | IWY | ISHARES TR | $5.0M | 0.88% | 17,293 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30