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.
Processus Wealth & Capital Management, LLC (CIK 2014209) reported $170.6M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($21.6M, 12.67%), AMAT ($12.4M, 7.24%), AAPL ($11.6M, 6.82%), AMZN ($9.2M, 5.41%), IWY ($9.0M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $21.6M | 12.67% | 108,038 | Added |
| 2 | AMAT | APPLIED MATLS INC | $12.4M | 7.24% | 17,083 | Trimmed |
| 3 | AAPL | APPLE INC | $11.6M | 6.82% | 40,215 | Added |
| 4 | AMZN | AMAZON COM INC | $9.2M | 5.41% | 38,738 | Added |
| 5 | IWY | ISHARES TR | $9.0M | 5.28% | 30,982 | Trimmed |
| 6 | IWS | ISHARES TR | $7.7M | 4.50% | 46,612 | Added |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | $7.5M | 4.41% | 9,858 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.3M | 4.30% | 20,509 | Added |
| 9 | GOOG | ALPHABET INC | $7.3M | 4.26% | 20,553 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $6.2M | 3.66% | 19,083 | Added |
| 11 | IWP | ISHARES TR | $5.3M | 3.09% | 36,042 | Added |
| 12 | C | CITIGROUP INC | $4.9M | 2.86% | 34,804 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $4.7M | 2.75% | 5,019 | Added |
| 14 | BAC | BANK OF AMER CORP | $4.5M | 2.63% | 78,731 | Added |
| 15 | FDX | FEDEX CORP | $4.1M | 2.42% | 13,181 | Trimmed |
| 16 | AMGN | AMGEN INC | $4.0M | 2.34% | 11,001 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $3.9M | 2.30% | 7,646 | Trimmed |
| 18 | AVGO | BROADCOM INC | $3.9M | 2.29% | 10,354 | Added |
| 19 | RTX | RTX CORPORATION | $3.8M | 2.22% | 19,942 | Trimmed |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $3.3M | 1.91% | 27,915 | Added |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $3.0M | 1.74% | 5,920 | Trimmed |
| 22 | FELV | FIDELITY COVINGTON TRUST | $3.0M | 1.73% | 73,794 | Trimmed |
| 23 | GD | GENERAL DYNAMICS CORP | $2.7M | 1.59% | 7,669 | Added |
| 24 | GEV | GE VERNOVA INC | $2.7M | 1.58% | 2,297 | New |
| 25 | EMR | EMERSON ELEC CO | $2.7M | 1.56% | 18,648 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30