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 |
|---|---|---|---|
| SPYGSpdr Series Trust | $36.4M | 8.0% | |
| VGTVanguard World Fd | $28.7M | 6.3% | |
| VIGVanguard Specialized Funds | $25.4M | 5.6% | |
| VYMVanguard Whitehall Fds | $22.8M | 5.0% | |
| JAAAJanus Detroit Str Tr | $20.6M | 4.5% | |
| AAPLApple Inc | $19.5M | 4.3% | |
| XSMOInvesco Exchange Traded Fd T | $18.3M | 4.0% | |
| PFFIshares Tr | $16.8M | 3.7% | |
| JBBBJanus Detroit Str Tr | $13.6M | 3.0% | |
| VYMIVanguard Whitehall Fds | $13.4M | 3.0% | |
| CGMSCapital Grp Fixed Incm Etf T | $12.9M | 2.8% | |
| VUGVanguard Index Fds | $12.2M | 2.7% | |
| GPIQGoldman Sachs Etf Tr | $12.0M | 2.6% | |
| GOOGLAlphabet Inc | $11.9M | 2.6% | |
| NVDANvidia Corporation | $10.6M | 2.3% | |
| GPIXGoldman Sachs Etf Tr | $10.4M | 2.3% | |
| VNQVanguard Index Fds | $10.3M | 2.3% | |
| COWZPacer Fds Tr | $9.2M | 2.0% | |
| MSFTMicrosoft Corp | $8.3M | 1.8% | |
| AMZNAmazon Com Inc | $7.9M | 1.7% | |
| JPMJpmorgan Chase &co | $7.4M | 1.6% | |
| VTVVanguard Value Index Fund Etf Shares | $5.1M | 1.1% | |
| GSGoldman Sachs Group Inc | $4.8M | 1.1% | |
| AVGOBroadcom Inc | $4.7M | 1.0% | |
| GOOGAlphabet Inc | $4.7M | 1.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Markowski Investments Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2149795&type=13F-HR&dateb=&owner=include&count=40CIK 2149795
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2149795/000214979526000001/Filed August 13, 2026 · accession 0002149795-26-000001