Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QLDProshares Tr | $34.5M | 19.6% | +28.7% |
| MUMicron Technology Inc | $13.3M | 7.5% | +28.4% |
| SSOProshares Tr | $11.1M | 6.3% | −2.0% |
| QQQInvesco Qqq Tr | $9.8M | 5.6% | −6.9% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $9.3M | 5.3% | −17.7% |
| USDProshares Tr | $8.9M | 5.1% | −5.0% |
| FBCGFidelity Covington Trust | $6.7M | 3.8% | +22.9% |
| FFLCFidelity Covington Trust | $6.4M | 3.7% | −8.1% |
| MUUDirexion Shares Etf Trust | $5.8M | 3.3% | −24.8% |
| ALABAstera Labs Inc | $5.5M | 3.1% | New |
| NVDANvidia Corporation | $5.3M | 3.0% | −4.6% |
| WDCWestern Digital Corp | $5.2M | 3.0% | −11.9% |
| STRLSterling Infrastructure Inc | $5.1M | 2.9% | −9.7% |
| COHRCoherent Corp | $4.7M | 2.7% | −5.8% |
| FIXComfort Sys Usa Inc | $4.7M | 2.7% | −10.6% |
| SOXXIshares Tr | $4.1M | 2.4% | |
| SPUUDirexion Shares Etf Trust | $3.1M | 1.8% | +6.1% |
| MRVLMarvell Technology Inc | $2.5M | 1.4% | New |
| CRWDCrowdstrike Hldgs Inc | $2.4M | 1.4% | New |
| PTNQPacer Fds Tr | $2.4M | 1.4% | −4.3% |
| PLTRPalantir Technologies Inc | $1.8M | 1.0% | −52.2% |
| LRCXLam Research Corp | $1.6M | 0.9% | +1.1% |
| GOOGAlphabet Inc | $1.5M | 0.8% | −4.6% |
| QQQMInvesco Exch Traded Fd Tr II | $1.5M | 0.8% | +47.7% |
| EETProshares Tr | $1.4M | 0.8% | −36.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $5.2M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2025 | +250.4% | $9.3M |
| STRLSterling Infrastructure Inc | December 31, 2025 | +174.1% | $5.1M |
| PSIInvesco Exchange Traded Fd T | December 31, 2025 | +138.2% | $671K |
| SOXXIshares Tr | December 31, 2025 | +112.8% | $4.1M |
| FIXComfort Sys Usa Inc | December 31, 2025 | +112.4% | $4.7M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $1.6M |
| USDProshares Tr | December 31, 2025 | +98.6% | $8.9M |
| COHRCoherent Corp | March 31, 2026 | +65.6% | $4.7M |
| EETProshares Tr | December 31, 2025 | +45.8% | $1.4M |
Sold off last quarter
- CIENCiena Corp was $4.8M
- TQQQProshares Tr was $2.4M
- XLUSelect Sector Spdr Tr was $1.1M
- PLTUDirexion Shares Etf Trust was $601K
- METUDirexion Shares Etf Trust was $271K
- EEMIshares Tr was $213K
- NFLXNetflix Inc. was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +45.1% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dedeker Financial LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2113408&type=13F-HR&dateb=&owner=include&count=40CIK 2113408
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2113408/000208585326000971/Filed August 11, 2026 · accession 0002085853-26-000971