Ceeto Capital Group, LLC 13F Holdings · Q2 2026
Ceeto Capital Group, LLC reported 174 securities worth $369.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (21.77%), NVDA (5.38%), MSFT (2.91%). Among its top 25 positions this quarter: 12 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $80.4M | 21.77% | 277,961 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $19.9M | 5.38% | 99,406 | Added |
| 3 | MSFT | MICROSOFT CORP | $10.8M | 2.91% | 28,847 | Added |
| 4 | BPOP | POPULAR INC | $9.9M | 2.68% | 59,979 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $7.5M | 2.03% | 31,500 | Added |
| 6 | GOOG | ALPHABET INC | $6.9M | 1.86% | 19,460 | Hold |
| 7 | GOOGL | ALPHABET INC | $6.3M | 1.72% | 17,770 | Hold |
| 8 | META | META PLATFORMS INC | $6.1M | 1.66% | 10,881 | Added |
| 9 | V | VISA INC | $6.0M | 1.61% | 17,388 | Trimmed |
| 10 | MS | MORGAN STANLEY | $5.9M | 1.60% | 28,204 | Trimmed |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.8M | 1.58% | 11,681 | Hold |
| 12 | ABBV | ABBVIE INC | $5.1M | 1.38% | 20,290 | Added |
| 13 | AVGO | BROADCOM INC | $4.6M | 1.25% | 12,260 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $4.5M | 1.22% | 16,053 | Added |
| 15 | WMT | WALMART INC | $4.2M | 1.15% | 37,500 | Added |
| 16 | RTX | RTX CORPORATION | $4.2M | 1.13% | 22,100 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.12% | 12,586 | Added |
| 18 | HD | HOME DEPOT INC | $4.0M | 1.07% | 11,225 | Added |
| 19 | MRK | MERCK & CO INC | $3.9M | 1.04% | 29,864 | Hold |
| 20 | LLY | ELI LILLY & CO | $3.6M | 0.98% | 3,030 | Hold |
| 21 | MU | MICRON TECHNOLOGY INC | $3.6M | 0.98% | 3,125 | Trimmed |
| 22 | AMGN | AMGEN INC | $3.5M | 0.95% | 9,675 | Added |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $3.3M | 0.88% | 5,600 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 0.88% | 4,320 | Hold |
| 25 | AXP | AMERICAN EXPRESS CO | $3.2M | 0.87% | 9,500 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR