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 $168.8M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($21.6M, 12.77%), AMAT ($12.3M, 7.30%), AAPL ($11.6M, 6.87%), AMZN ($9.2M, 5.46%), IWY ($9.0M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $21.6M | 12.77% | 107,708 | Added |
| 2 | AMAT | APPLIED MATLS INC | $12.3M | 7.30% | 17,044 | Trimmed |
| 3 | AAPL | APPLE INC | $11.6M | 6.87% | 40,099 | Added |
| 4 | AMZN | AMAZON COM INC | $9.2M | 5.46% | 38,647 | Added |
| 5 | IWY | ISHARES TR | $9.0M | 5.33% | 30,982 | Trimmed |
| 6 | IWS | ISHARES TR | $7.7M | 4.53% | 46,478 | Added |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | $7.5M | 4.44% | 9,830 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.3M | 4.33% | 20,455 | Added |
| 9 | GOOG | ALPHABET INC | $7.2M | 4.29% | 20,501 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $6.2M | 3.69% | 19,030 | Added |
| 11 | IWP | ISHARES TR | $5.3M | 3.12% | 35,981 | Added |
| 12 | C | CITIGROUP INC | $4.9M | 2.88% | 34,711 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $4.7M | 2.77% | 5,006 | Added |
| 14 | BAC | BANK OF AMER CORP | $4.5M | 2.65% | 78,518 | Trimmed |
| 15 | FDX | FEDEX CORP | $4.1M | 2.44% | 13,143 | Trimmed |
| 16 | AMGN | AMGEN INC | $4.0M | 2.35% | 10,976 | Added |
| 17 | AVGO | BROADCOM INC | $3.9M | 2.32% | 10,354 | Added |
| 18 | MA | MASTERCARD INCORPORATED | $3.9M | 2.32% | 7,621 | Trimmed |
| 19 | RTX | RTX CORPORATION | $3.8M | 2.23% | 19,878 | Trimmed |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $3.3M | 1.93% | 27,915 | Added |
| 21 | FELV | FIDELITY COVINGTON TRUST | $3.0M | 1.75% | 73,794 | Trimmed |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $3.0M | 1.75% | 5,906 | Trimmed |
| 23 | GD | GENERAL DYNAMICS CORP | $2.7M | 1.61% | 7,653 | Added |
| 24 | GEV | GE VERNOVA INC | $2.7M | 1.60% | 2,297 | New |
| 25 | EMR | EMERSON ELEC CO | $2.7M | 1.58% | 18,596 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30