1y return+26.5%S&P 500 +20.9%
3y return+67.6%S&P 500 +68.5%
5y return+73.9%S&P 500 +74.5%
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 March 31, 2021: $183 against $188 in the S&P 500.2
Range Financial Group 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 |
|---|---|---|---|
| GJANFirst Tr Exchng Traded Fd Vi | $13.4M | 3.7% | −4.2% |
| MUMicron Technology Inc | $11.4M | 3.1% | +14.2% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $10.1M | 2.8% | −18.3% |
| LRCXLam Research Corp | $9.5M | 2.6% | −15.8% |
| NVDANvidia Corporation | $9.3M | 2.5% | −12.1% |
| SPYMSpdr Series Trust | $8.3M | 2.3% | |
| SNDKSandisk Corp | $7.6M | 2.1% | −38.9% |
| PJANInnovator Etfs Trust | $7.0M | 1.9% | −2.2% |
| LLYEli Lilly & Co | $6.5M | 1.8% | +3.1% |
| HDHome Depot Inc | $5.6M | 1.5% | +35.0% |
| TPRTapestry Inc | $5.3M | 1.5% | −11.6% |
| JNJJohnson & Johnson | $5.2M | 1.4% | +8.7% |
| PMPhilip Morris Intl Inc | $5.1M | 1.4% | +5.5% |
| AMGNAmgen Inc | $4.9M | 1.3% | +7.8% |
| QCOMQualcomm Inc | $4.8M | 1.3% | +4.0% |
| SPDWSpdr Index Shs Fds | $4.8M | 1.3% | |
| MCDMcdonalds Corp | $4.8M | 1.3% | +28.4% |
| KMBKimberly-clark Corp | $4.8M | 1.3% | +31.4% |
| GOVTIshares Tr | $4.7M | 1.3% | +45.3% |
| MOAltria Group Inc | $4.5M | 1.2% | +4.6% |
| LOWLowes Cos Inc | $4.5M | 1.2% | +16.5% |
| VZVerizon Communications Inc | $4.3M | 1.2% | +9.0% |
| EXPEExpedia Group Inc | $4.1M | 1.1% | +26.0% |
| APPApplovin Corp | $3.9M | 1.1% | +16.1% |
| IRDMIridium Communications Inc | $3.8M | 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 |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $9.3M |
| WDCWestern Digital Corp | June 30, 2025 | +898.2% | $3.6M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2024 | +834.4% | $10.1M |
| AVGOBroadcom Inc | March 31, 2021 | +714.7% | $3.2M |
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $6.5M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $9.5M |
| GFIGold Fields Ltd | December 31, 2024 | +154.5% | $3.0M |
| BEBloom Energy Corp | March 31, 2026 | +123.4% | $3.2M |
| TPRTapestry Inc | March 31, 2025 | +107.9% | $5.3M |
| PMPhilip Morris Intl Inc | March 31, 2021 | +103.9% | $5.1M |
Sold off last quarter
- Copa Holdings SaCUSIP P31076105 was $2.0M
- DKSDicks Sporting Goods Inc was $2.0M
- ZDZiff Davis Inc was $1.6M
- DARDarling Ingredients Inc was $1.3M
- TCMDTactile Sys Technology Inc was $1.2M
- RIGLRigel Pharmaceuticals Inc was $1.1M
- ACICAmerican Coastal Ins Corp was $1.1M
- BBarrick Mng Corp was $441K
- PGProcter & Gamble Co was $380K
- TSLATesla Inc was $357K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −11.7% | −16.5% |
| March 31, 2022 | −1.7% | −4.9% |
| December 31, 2021 | +10.6% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Range Financial Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1928635&type=13F-HR&dateb=&owner=include&count=40CIK 1928635
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1928635/000192863526000004/Filed July 15, 2026 · accession 0001928635-26-000004