1y return+15.8%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 September 30, 2024: $119 against $130 in the S&P 500.2
Promethium Advisors,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 |
|---|---|---|---|
| AAPLApple Inc | $15.6M | 7.5% | |
| BILSSpdr Series Trust | $13.1M | 6.3% | −6.7% |
| TPLTexas Pacific Land Corporati | $10.1M | 4.9% | +2.7% |
| GOOGLAlphabet Inc | $8.3M | 4.0% | −1.0% |
| GOOGAlphabet Inc | $8.1M | 3.9% | |
| JNJJohnson & Johnson | $6.5M | 3.1% | |
| MOAltria Group Inc | $5.9M | 2.8% | +2.8% |
| LBLandbridge Company LLC | $5.5M | 2.6% | +2.5% |
| JPSTJ P Morgan Exchange Traded F | $4.7M | 2.2% | +5.9% |
| IEFIshares Tr | $4.6M | 2.2% | +6.1% |
| ABBVAbbvie Inc | $4.4M | 2.1% | |
| CATCaterpillar Inc | $4.2M | 2.0% | −2.0% |
| CMECme Group Inc | $3.9M | 1.9% | +1.1% |
| IYWIshares Tr | $3.8M | 1.8% | −1.5% |
| CBOECboe Global Mkts Inc | $3.8M | 1.8% | +1.5% |
| BNLBroadstone Net Lease Inc | $3.3M | 1.6% | |
| CASYCaseys Gen Stores Inc | $3.2M | 1.5% | |
| NDAQNasdaq Inc | $2.9M | 1.4% | +1.6% |
| HSYHershey Co | $2.9M | 1.4% | +1.7% |
| MARMarriott Intl Inc New | $2.8M | 1.4% | New |
| JSCPJ P Morgan Exchange Traded F | $2.7M | 1.3% | +7.9% |
| TJXTjx Cos Inc New | $2.6M | 1.3% | |
| WBIWaterbridge Infrastructure L | $2.6M | 1.2% | +5.3% |
| FBTCFidelity Wise Origin Bitcoin | $2.5M | 1.2% | New |
| AMZNAmazon Com Inc | $2.4M | 1.2% |
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 |
|---|---|---|---|
| PWRQuanta Svcs Inc | March 31, 2025 | +183.3% | $1.9M |
| CATCaterpillar Inc | September 30, 2024 | +172.3% | $4.2M |
| PBTPermian Basin Rty Tr | December 31, 2024 | +126.0% | $1.7M |
| CSCOCisco Sys Inc | September 30, 2024 | +120.7% | $1.7M |
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $8.3M |
| CASYCaseys Gen Stores Inc | September 30, 2024 | +111.5% | $3.2M |
| GOOGAlphabet Inc | September 30, 2024 | +111.3% | $8.1M |
| LBLandbridge Company LLC | September 30, 2024 | +102.6% | $5.5M |
| IYWIshares Tr | September 30, 2024 | +66.4% | $3.8M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $6.5M |
Sold off last quarter
- IBITIshares Bitcoin Trust Etf was $2.7M
- MSTRStrategy Inc was $1.6M
- TSCOTractor Supply Co was $1.5M
- WHRWhirlpool Corp was $607K
- DUKDuke Energy Corp New was $262K
- RKTRocket Cos Inc was $250K
- GMGeneral Mtrs Co was $224K
- TAt&t Inc was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.4% | +14.8% |
| March 31, 2026 | +2.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +2.2% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Promethium Advisors,llc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2034073&type=13F-HR&dateb=&owner=include&count=40CIK 2034073
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2034073/000203407326000003/Filed August 5, 2026 · accession 0002034073-26-000003