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 |
|---|---|---|---|
| AAPLApple Inc | $36.8M | 12.7% | |
| XLKSelect Sector Spdr Tr | $19.5M | 6.7% | |
| VIGVanguard Specialized Funds | $18.3M | 6.3% | |
| VBILVanguard Instl Index Fd | $14.3M | 4.9% | |
| IWFIshares Tr | $10.7M | 3.7% | |
| XARSpdr Series Trust | $10.1M | 3.5% | |
| VYMVanguard Whitehall Fds | $8.2M | 2.8% | |
| ORCLOracle Corp | $7.8M | 2.7% | |
| IWDIshares Tr | $7.7M | 2.6% | |
| SPYState Str Spdr S&p 500 Etf T | $6.7M | 2.3% | |
| MSFTMicrosoft Corp | $6.7M | 2.3% | |
| METAMeta Platforms Inc | $6.2M | 2.1% | |
| XLUSelect Sector Spdr Tr | $5.4M | 1.9% | |
| EFAIshares Tr | $4.9M | 1.7% | |
| VEAVanguard Tax-managed Fds | $4.8M | 1.7% | |
| COSTCostco Wholesale Corporation | $4.4M | 1.5% | |
| VTVVanguard Index Fds | $3.9M | 1.3% | |
| BCALCalifornia Bancorp | $3.6M | 1.2% | |
| VOOVanguard Index Fds | $3.5M | 1.2% | |
| DVYIshares Tr | $3.2M | 1.1% | |
| AMZNAmazon Com Inc | $3.1M | 1.1% | |
| NVDANvidia Corporation | $3.1M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $3.1M | 1.1% | |
| IJHIshares Tr | $3.1M | 1.1% | |
| TSLATesla Inc | $2.7M | 0.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maloon Powers Pitre Higgins & Dennehy, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2149656&type=13F-HR&dateb=&owner=include&count=40CIK 2149656
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2149656/000142050626001645/Filed August 14, 2026 · accession 0001420506-26-001645