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 $147.3M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($18.4M, 12.51%), AAPL ($10.1M, 6.89%), IWY ($7.9M, 5.39%), AMZN ($7.9M, 5.35%), IWS ($6.7M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $18.4M | 12.51% | 105,606 | Added |
| 2 | AAPL | APPLE INC | $10.1M | 6.89% | 39,987 | Added |
| 3 | IWY | ISHARES TR | $7.9M | 5.39% | 31,902 | Added |
| 4 | AMZN | AMAZON COM INC | $7.9M | 5.35% | 37,815 | Added |
| 5 | IWS | ISHARES TR | $6.7M | 4.54% | 45,898 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $6.2M | 4.24% | 18,271 | Added |
| 7 | GOOGL | ALPHABET INC | $5.8M | 3.97% | 20,311 | Added |
| 8 | GOOG | ALPHABET INC | $5.8M | 3.96% | 20,353 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $5.6M | 3.80% | 19,028 | Added |
| 10 | FDX | FEDEX CORP | $5.3M | 3.63% | 14,991 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $5.0M | 3.38% | 4,999 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $4.9M | 3.35% | 9,863 | Trimmed |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $4.5M | 3.06% | 11,533 | Added |
| 14 | IWP | ISHARES TR | $4.5M | 3.03% | 34,867 | Added |
| 15 | C | CITIGROUP INC | $4.2M | 2.84% | 36,845 | Added |
| 16 | RTX | RTX CORPORATION | $4.1M | 2.80% | 21,393 | Trimmed |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $3.9M | 2.65% | 26,710 | Added |
| 18 | BAC | BANK AMERICA CORP | $3.8M | 2.61% | 78,710 | Added |
| 19 | AMGN | AMGEN INC | $3.8M | 2.56% | 10,722 | Trimmed |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $3.2M | 2.19% | 6,547 | Added |
| 21 | AVGO | BROADCOM INC | $3.1M | 2.08% | 9,920 | New |
| 22 | FELV | FIDELITY COVINGTON TRUST | $2.7M | 1.83% | 77,406 | Trimmed |
| 23 | GD | GENERAL DYNAMICS CORP | $2.6M | 1.75% | 7,500 | Added |
| 24 | EMR | EMERSON ELEC CO | $2.5M | 1.69% | 18,983 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $2.5M | 1.69% | 12,056 | Added |
Source: SEC Form 13F filings · as of 2026-03-31