Massachusetts Wealth Management 13F Holdings · Q2 2026
Massachusetts Wealth Management reported 98 securities worth $262.50M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JPST (5.35%), XLK (4.32%), MU (3.53%). Among its top 25 positions this quarter: 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $14.0M | 5.35% | 277,545 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $11.3M | 4.32% | 59,455 | Added |
| 3 | MU | MICRON TECHNOLOGY INC | $9.3M | 3.53% | 8,028 | Trimmed |
| 4 | XLI | SELECT SECTOR SPDR TR | $7.3M | 2.76% | 39,169 | Added |
| 5 | GEV | GE VERNOVA INC | $7.2M | 2.74% | 6,115 | Added |
| 6 | C | CITIGROUP INC | $7.2M | 2.73% | 51,265 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $6.7M | 2.54% | 20,405 | Trimmed |
| 8 | CAT | CATERPILLAR INC | $6.5M | 2.49% | 6,141 | Trimmed |
| 9 | AAPL | APPLE INC | $6.2M | 2.36% | 21,423 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $6.1M | 2.31% | 44,349 | Trimmed |
| 11 | GLW | CORNING INC | $6.0M | 2.28% | 23,465 | Hold |
| 12 | XLF | SELECT SECTOR SPDR TR | $5.7M | 2.17% | 106,162 | Added |
| 13 | GE | GE AEROSPACE | $5.5M | 2.11% | 14,840 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $5.0M | 1.90% | 62,951 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $4.7M | 1.79% | 28,354 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $4.5M | 1.73% | 17,850 | Added |
| 17 | COP | CONOCOPHILLIPS | $4.5M | 1.70% | 42,880 | Trimmed |
| 18 | BAC | BANK OF AMER CORP | $4.3M | 1.65% | 75,790 | Added |
| 19 | SLB | SLB LIMITED | $4.2M | 1.59% | 89,911 | Trimmed |
| 20 | XLE | SELECT SECTOR SPDR TR | $4.2M | 1.59% | 78,541 | Added |
| 21 | XLV | SELECT SECTOR SPDR TR | $3.9M | 1.50% | 24,809 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $3.8M | 1.46% | 19,172 | Added |
| 23 | MSFT | MICROSOFT CORP | $3.6M | 1.39% | 9,749 | Added |
| 24 | STT | STATE STR CORP | $3.7M | 1.39% | 21,550 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $3.6M | 1.37% | 3,000 | Hold |
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