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 |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $19.2M | 4.5% | |
| NVDANVIDIA Corp | $18.8M | 4.4% | |
| HPEHewlett Packard Enterprise Co | $17.0M | 4.0% | |
| SNDKSandisk Corp | $12.0M | 2.8% | |
| PENGPenguin Solutions Inc | $11.6M | 2.7% | |
| FSLRFirst Solar Inc | $10.1M | 2.4% | |
| EQTEQT Corp | $10.0M | 2.3% | |
| IBRXImmunityBio Inc | $9.8M | 2.3% | |
| MUMicron Technology Inc | $8.7M | 2.0% | |
| AMDAdvanced Micro Devices Inc | $8.4M | 2.0% | |
| AVGOBroadcom Inc | $8.2M | 1.9% | |
| Seagate Technology Holdings PLCCUSIP G7997R103 | $7.6M | 1.8% | |
| PANWPalo Alto Networks Inc | $7.5M | 1.8% | |
| WDCWestern Digital Corp | $7.3M | 1.7% | |
| METAMeta Platforms Inc | $6.6M | 1.6% | |
| FLNCFluence Energy Inc | $6.5M | 1.5% | |
| UBERUber Technologies Inc | $6.5M | 1.5% | |
| KLACKla Corp | $6.3M | 1.5% | |
| AMATApplied Materials Inc | $6.2M | 1.5% | |
| SNOWSnowflake Inc | $6.2M | 1.4% | |
| LRCXLam Research Corp | $6.1M | 1.4% | |
| TTMITTM Technologies Inc | $5.9M | 1.4% | |
| NOWServiceNow Inc | $5.8M | 1.4% | |
| CDECoeur Mining Inc. | $5.8M | 1.4% | |
| USARUSA Rare Earth Inc | $5.4M | 1.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sound Capital Solutions LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2033735&type=13F-HR&dateb=&owner=include&count=40CIK 2033735
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2033735/000203373526000005/Filed August 13, 2026 · accession 0002033735-26-000005