1y return+10.9%S&P 500 +20.9%
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 December 31, 2023: $140 against $157 in the S&P 500.2
Portfolio Design Labs, LLCS&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 |
|---|---|---|---|
| GLDSpdr Gold Tr | $35.4M | 5.8% | |
| NVDANvidia Corporation | $32.2M | 5.3% | −4.2% |
| AAPLApple Inc | $25.8M | 4.2% | −11.5% |
| GOOGAlphabet Inc | $23.8M | 3.9% | −7.7% |
| TFLOIshares Tr | $22.2M | 3.6% | +29.1% |
| TIPIshares Tr | $19.0M | 3.1% | New |
| MSFTMicrosoft Corp | $18.6M | 3.1% | −25.3% |
| SHYIshares Tr | $18.6M | 3.0% | +9.7% |
| AMZNAmazon Com Inc | $16.4M | 2.7% | −13.6% |
| EFAVIshares Tr | $14.9M | 2.4% | −2.9% |
| SSOProshares Tr | $14.9M | 2.4% | −2.9% |
| AVGOBroadcom Inc | $13.7M | 2.2% | −7.3% |
| LLYEli Lilly & Co | $11.6M | 1.9% | +10.1% |
| MUMicron Technology Inc | $10.2M | 1.7% | +60.0% |
| METAMeta Platforms Inc | $9.6M | 1.6% | −25.0% |
| AMDAdvanced Micro Devices Inc | $9.2M | 1.5% | +27.4% |
| GEVGe Vernova Inc | $7.3M | 1.2% | +127.1% |
| CATCaterpillar Inc | $7.2M | 1.2% | +283.7% |
| TSMTaiwan Semiconductor Manufac | $6.9M | 1.1% | +286.9% |
| JNJJohnson & Johnson | $6.7M | 1.1% | −3.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $6.4M | 1.0% | +5.5% |
| JPMJpmorgan Chase & Co | $6.1M | 1.0% | −13.2% |
| VVisa Inc | $6.1M | 1.0% | −10.4% |
| SHYGIshares Tr | $6.1M | 1.0% | New |
| UNHUnitedhealth Group Inc | $5.9M | 1.0% | +101.8% |
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 |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $4.1M |
| GEVGe Vernova Inc | September 30, 2024 | +360.8% | $7.3M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $32.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $9.2M |
| AMATApplied Matls Inc | September 30, 2024 | +257.8% | $4.4M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $13.7M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $23.8M |
| CATCaterpillar Inc | September 30, 2025 | +123.2% | $7.2M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2025 | +116.4% | $5.5M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $6.9M |
Sold off last quarter
- STIPIshares Tr was $12.5M
- IEIIshares Tr was $10.9M
- MEARIshares U S Etf Tr was $5.6M
- KKRKkr & Co Inc was $1.1M
- PAYXPaychex Inc was $1.1M
- LOWLowes Cos Inc was $1.0M
- FRTFederal Rlty Invt Tr New was $1.0M
- LENLennar Corp was $991K
- DASHDoordash Inc was $943K
- Honeywell Intl IncCUSIP 438516106 was $943K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +4.0% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +9.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Portfolio Design Labs, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010278&type=13F-HR&dateb=&owner=include&count=40CIK 2010278
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010278/000201027826000004/Filed August 11, 2026 · accession 0002010278-26-000004