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.
Maloon Powers Pitre Higgins & Dennehy, LLC (CIK 2149656) reported $291.0M across 147 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($36.8M, 12.66%), XLK ($19.5M, 6.69%), VIG ($18.3M, 6.30%), VBIL ($14.3M, 4.92%), IWF ($10.7M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.8M | 12.66% | 127,329 | New |
| 2 | XLK | SELECT SECTOR SPDR TR | $19.5M | 6.69% | 102,121 | New |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $18.3M | 6.30% | 77,453 | New |
| 4 | VBIL | VANGUARD INSTL INDEX FD | $14.3M | 4.92% | 189,195 | New |
| 5 | IWF | ISHARES TR | $10.7M | 3.69% | 86,473 | New |
| 6 | XAR | SPDR SERIES TRUST | $10.1M | 3.47% | 35,536 | New |
| 7 | VYM | VANGUARD WHITEHALL FDS | $8.2M | 2.82% | 51,857 | New |
| 8 | ORCL | ORACLE CORP | $7.8M | 2.69% | 53,390 | New |
| 9 | IWD | ISHARES TR | $7.7M | 2.64% | 31,668 | New |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 2.32% | 9,032 | New |
| 11 | MSFT | MICROSOFT CORP | $6.7M | 2.31% | 17,986 | New |
| 12 | META | META PLATFORMS INC | $6.2M | 2.13% | 10,994 | New |
| 13 | XLU | SELECT SECTOR SPDR TR | $5.4M | 1.86% | 119,514 | New |
| 14 | EFA | ISHARES TR | $4.9M | 1.70% | 47,515 | New |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.66% | 67,778 | New |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $4.4M | 1.50% | 4,667 | New |
| 17 | VTV | VANGUARD INDEX FDS | $3.9M | 1.34% | 17,899 | New |
| 18 | BCAL | CALIFORNIA BANCORP | $3.6M | 1.22% | 170,396 | New |
| 19 | VOO | VANGUARD INDEX FDS | $3.5M | 1.21% | 5,145 | New |
| 20 | DVY | ISHARES TR | $3.2M | 1.11% | 20,674 | New |
| 21 | AMZN | AMAZON COM INC | $3.1M | 1.07% | 13,039 | New |
| 22 | NVDA | NVIDIA CORPORATION | $3.1M | 1.06% | 15,470 | New |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.06% | 6,144 | New |
| 24 | IJH | ISHARES TR | $3.1M | 1.05% | 39,661 | New |
| 25 | TSLA | TESLA INC | $2.7M | 0.93% | 6,399 | New |
Source: SEC Form 13F filings · as of 2026-06-30