1y return+17.2%S&P 500 +20.9%
3y return+64.3%S&P 500 +68.5%
5y return+67.0%S&P 500 +74.5%
10y return+222.4%S&P 500 +256.5%
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.
$100 invested in its stock picks
Since June 30, 2016: $322 against $357 in the S&P 500.2
Huntington National BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $789.7M | 5.1% | |
| AAPLApple Inc | $691.0M | 4.5% | +2.4% |
| GOOGLAlphabet Inc | $638.6M | 4.1% | −2.4% |
| JPMJP MORGAN CHASE & CO | $620.8M | 4.0% | |
| MSFTMicrosoft Corp | $494.2M | 3.2% | |
| AVGOBroadcom Inc | $490.4M | 3.2% | −3.3% |
| AMZNAmazon Com Inc | $384.7M | 2.5% | +1.3% |
| LLYELI LILLY & CO | $307.8M | 2.0% | −1.6% |
| AMDAdvanced Micro Devices | $293.1M | 1.9% | −6.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $264.1M | 1.7% | |
| INTCIntel Corp | $246.8M | 1.6% | −7.6% |
| WMTWalmart Inc | $234.5M | 1.5% | |
| GEGe Aerospace | $226.5M | 1.5% | |
| MUSAMurphy Usa Inc | $223.5M | 1.4% | |
| ABBVAbbvie Inc | $214.6M | 1.4% | +14.4% |
| METAMeta Platforms Inc | $210.7M | 1.4% | |
| COSTCostco Wholesale Corp | $205.7M | 1.3% | +5.4% |
| PANWPalo Alto Networks Inc | $203.7M | 1.3% | +2.2% |
| ADIAnalog Devices Inc | $201.0M | 1.3% | |
| RTXRtx Corporation | $196.9M | 1.3% | +1.2% |
| VVisa Inc | $190.8M | 1.2% | +3.9% |
| HBANHuntington Bancshares Inc | $176.9M | 1.1% | |
| TSMTaiwan Semiconductor Manufac | $171.5M | 1.1% | +8.7% |
| GLWCorning Inc | $169.6M | 1.1% | +4.9% |
| GSGoldman Sachs Group Inc | $168.4M | 1.1% | +4.5% |
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 |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $789.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $490.4M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $152.6M |
| AMDAdvanced Micro Devices | June 30, 2020 | +1004.1% | $293.1M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $169.6M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $203.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $141.6M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $171.5M |
| LLYELI LILLY & CO | June 30, 2020 | +630.6% | $307.8M |
| PHParker Hannifin Corp | June 30, 2020 | +433.7% | $137.8M |
Sold off last quarter
- CIZNCitizens Hldg Co Miss was $754K
- Fidelis Insurance Holdings LCUSIP G3398L118 was $221K
- Seabridge Gold IncCUSIP 811916105 was $205K
- IXUSIshares Tr was $201K
- Diamond Hill Investment GrpCUSIP 25264R207 was $106K
- Thomson Reuters CorpCUSIP 884903808 was $74K
- GEFGreif Inc was $67K
- Taseko Mines LtdCUSIP 876511106 was $65K
- Simulations Plus IncCUSIP 829214105 was $16K
- BXSLBlackstone Secured Lend was $13K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +10.9% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +9.4% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +11.0% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Huntington National Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=49205&type=13F-HR&dateb=&owner=include&count=40CIK 49205
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/49205/000004920526000008/Filed August 13, 2026 · accession 0000049205-26-000008