1y return+17.6%S&P 500 +20.9%
3y return+72.7%S&P 500 +68.5%
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, 2023: $173 against $168 in the S&P 500.2
Lazari Capital Management, Inc.S&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 |
|---|---|---|---|
| AAPLApple Inc | $43.1M | 13.3% | −1.0% |
| NVDANvidia Corporation | $20.3M | 6.3% | +8.4% |
| GOOGLAlphabet Inc | $19.7M | 6.1% | +4.1% |
| METAMeta Platforms Inc | $18.5M | 5.7% | +2.4% |
| AMZNAmazon Com Inc | $18.0M | 5.5% | +1.7% |
| UBERUber Technologies Inc | $14.0M | 4.3% | +3.5% |
| AMDAdvanced Micro Devices Inc | $11.7M | 3.6% | −5.3% |
| TSLATesla Inc | $9.4M | 2.9% | |
| BABoeing Co | $7.6M | 2.4% | +4.2% |
| BPBp PLC | $6.7M | 2.1% | −2.2% |
| MSFTMicrosoft Corp | $6.7M | 2.1% | +2.5% |
| BACBank Of Amer Corp | $5.0M | 1.5% | −1.5% |
| DISDisney Walt Co | $4.9M | 1.5% | −5.0% |
| VZVerizon Communications Inc | $4.5M | 1.4% | |
| ABBVAbbvie Inc | $4.0M | 1.2% | |
| NFLXNetflix Inc. | $3.9M | 1.2% | +31.2% |
| VTIVanguard Index Fds | $3.9M | 1.2% | |
| UNHUnitedhealth Group Inc | $3.6M | 1.1% | |
| AVGOBroadcom Inc | $3.5M | 1.1% | −12.3% |
| JPMJpmorgan Chase & Co | $2.8M | 0.8% | |
| SPYState Str Spdr S&p 500 Etf T | $2.7M | 0.8% | −3.8% |
| MGKVanguard World Fd | $2.6M | 0.8% | |
| GOOGAlphabet Inc | $2.4M | 0.7% | +91.8% |
| QQQInvesco Qqq Tr | $2.4M | 0.7% | |
| Exxon Mobil CorpCUSIP 30231G102 | $2.2M | 0.7% | +1.0% |
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 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $11.7M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $20.3M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $3.5M |
| BEBloom Energy Corp | September 30, 2025 | +257.9% | $2.0M |
| GOOGLAlphabet Inc | June 30, 2023 | +198.6% | $19.7M |
| JPMJpmorgan Chase & Co | June 30, 2023 | +125.1% | $2.8M |
| WMTWalmart Inc | June 30, 2023 | +116.2% | $1.5M |
| QQQInvesco Qqq Tr | June 30, 2023 | +99.3% | $2.4M |
| BACBank Of Amer Corp | June 30, 2023 | +98.6% | $5.0M |
| METAMeta Platforms Inc | June 30, 2023 | +96.3% | $18.5M |
Sold off last quarter
- SRESempra was $2.4M
- GILDGilead Sciences Inc was $264K
- CZRCaesars Entertainment Inc Ne was $235K
- SHELShell PLC was $222K
- Honeywell Intl IncCUSIP 438516106 was $221K
- IMOImperial Oil Ltd was $218K
- PFFIshares Tr was $217K
- LMTLockheed Martin Corp was $214K
- WMWaste Mgmt Inc Del was $205K
- VALEVale S A was $167K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +11.7% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +3.8% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +3.8% | +4.0% |
| March 31, 2024 | +12.0% | +10.0% |
| December 31, 2023 | +14.0% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lazari Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1986389&type=13F-HR&dateb=&owner=include&count=40CIK 1986389
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1986389/000198638926000004/Filed July 23, 2026 · accession 0001986389-26-000004