Ask Capital Investment Managers, LLC reported 26 positions worth $95.13M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 15.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 44.3K | $14.76M | 15.51% | – | – | – | 0% |
| 2 | ABBV AbbVie Inc. | Healthcare | 21.8K | $5.70M | 5.99% | – | – | – | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 16.5K | $5.67M | 5.96% | – | – | – | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 21.3K | $5.32M | 5.59% | – | – | – | 0% |
| 5 | MSFT Microsoft Corp | Technology | 10.3K | $5.28M | 5.55% | – | – | – | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 49.4K | $5.13M | 5.4% | – | – | – | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 11.0K | $5.00M | 5.26% | – | – | – | 0% |
| 8 | CVX Chevron Corp | Energy | 22.0K | $4.50M | 4.73% | – | – | – | 0% |
| 9 | CMI Cummins Inc | Industrials | 8,520 | $4.40M | 4.63% | – | – | – | 0.01% |
| 10 | V Visa Inc. | Financial Services | 11.6K | $4.16M | 4.37% | – | – | – | 0% |
| 11 | AIT Applied Industrial Technologies Inc | Industrials | 12.0K | $4.00M | 4.2% | – | – | – | 0.03% |
| 12 | PSX Phillips 66 | Energy | 15.1K | $3.86M | 4.06% | – | – | – | 0% |
| 13 | ETN Eaton Corp plc | Industrials | 8,167 | $3.51M | 3.69% | – | – | – | 0% |
| 14 | ORI Old Republic International Corp | Financial Services | 86.7K | $3.23M | 3.4% | – | – | – | 0.04% |
| 15 | LMT Lockheed Martin Corp | Industrials | 6,178 | $3.15M | 3.31% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Ask Capital Investment Managers.
As of its Q3 2026 13F filing, Ask Capital Investment Managers, LLC’s five largest positions were Apple Inc. (AAPL) at 15.5%, AbbVie Inc. (ABBV) at 6.0%, Alphabet Inc. (GOOGL) at 6.0%, Amazon Com Inc (AMZN) at 5.6%, Microsoft Corp (MSFT) at 5.5% of the reported portfolio.
Ask Capital Investment Managers, LLC reported a 13F portfolio worth $95.13M across 26 positions for Q3 2026.
From the Form 13F-HR reports Ask Capital Investment Managers, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.