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.
Vann Equity Management LLC (CIK 2018412) reported $164.7M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($12.6M, 7.63%), GOOGL ($7.9M, 4.77%), AAPL ($7.6M, 4.61%), MSFT ($6.6M, 4.02%), AMZN ($5.7M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $12.6M | 7.63% | 62,792 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $7.9M | 4.77% | 22,001 | Trimmed |
| 3 | AAPL | APPLE INC | $7.6M | 4.61% | 26,236 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $6.6M | 4.02% | 17,747 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $5.7M | 3.47% | 23,967 | Trimmed |
| 6 | AVGO | BROADCOM INC | $5.1M | 3.09% | 13,451 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $3.2M | 1.97% | 2,707 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $3.2M | 1.93% | 2,748 | Added |
| 9 | META | META PLATFORMS INC | $2.9M | 1.78% | 5,195 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $2.9M | 1.76% | 8,496 | Trimmed |
| 11 | GEV | GE VERNOVA INC | $2.8M | 1.73% | 2,423 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 1.40% | 4,832 | Added |
| 13 | CAT | CATERPILLAR INC | $2.2M | 1.31% | 2,021 | Added |
| 14 | MS | MORGAN STANLEY | $2.2M | 1.31% | 10,338 | Trimmed |
| 15 | WDC | WESTERN DIGITAL CORP | $1.9M | 1.17% | 3,025 | Added |
| 16 | SNDK | SANDISK CORP | $1.9M | 1.15% | 830 | Trimmed |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.15% | 3,791 | Trimmed |
| 18 | NEE | NEXTERA ENERGY INC | $1.8M | 1.12% | 20,950 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $1.8M | 1.11% | 1,962 | Added |
| 20 | IEMG | ISHARES INC | $1.8M | 1.09% | 21,604 | Added |
| 21 | XOM | EXXON MOBIL CORP | $1.7M | 1.03% | 12,436 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.99% | 4,956 | Trimmed |
| 23 | ACWX | ISHARES TR | $1.6M | 0.96% | 20,782 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.94% | 21,687 | Added |
| 25 | WMT | WALMART INC | $1.5M | 0.92% | 13,408 | Added |
Source: SEC Form 13F filings · as of 2026-06-30