Corus Family Wealth Advisors reported 55 positions worth $57.80M for the quarter ended Jun 30, 2026, up 7.2% on the prior quarter. It opened 15 new positions, added to 16, trimmed 24 and exited 5. Its largest holding is Fiserv Inc at 23.5% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +501 | – | $578.50K | 1% |
| CAI Caris Life Sciences, Inc. | +21.1K | – | $376.09K | 0.651% |
| KLAC Kla Corp | +1,138 | – | $343.23K | 0.594% |
| WDC Western Digital Corp | +527 | – | $336.75K | 0.583% |
| INTC Intel Corp | +2,407 | – | $336.18K | 0.582% |
| ASX ASE Technology Holding Co., Ltd. | +7,147 | – | $322.47K | 0.558% |
| CRS Carpenter Technology Corp | +513 | – | $316.19K | 0.547% |
| AMAT Applied Materials Inc | +414 | – | $299.31K | 0.518% |
| LRCX Lam Research Corp | +647 | – | $280.42K | 0.485% |
| RHP Ryman Hospitality Properties, Inc. | +2,128 | – | $273.56K | 0.473% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| T At&T Inc. | -24.3K | -100.0% | $704.33K | Exited |
| COP Conocophillips | -2,738 | -100.0% | $361.40K | Exited |
| KO Coca Cola Co | -2,863 | -100.0% | $217.72K | Exited |
| SHEL Shell plc | -2,285 | -100.0% | $212.51K | Exited |
| PEP Pepsico Inc | -1,360 | -100.0% | $211.20K | Exited |
| MSFT Microsoft Corp | -532 | -16.2% | $198.51K | 1.78% |
| XOM ExxonMobil Holdings Corp | -1,144 | -10.9% | $156.41K | 2.2% |
| JNJ Johnson & Johnson | -421 | -23.5% | $106.93K | 0.602% |
| COF Capital One Financial Corp | -518 | -21.4% | $103.90K | 0.659% |
| MAIN Main Street Capital CORP | -1,837 | -26.0% | $95.30K | 0.47% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +501 | $578.50K | 1% |
| CAI Caris Life Sciences, Inc. | +21.1K | $376.09K | 0.651% |
| KLAC Kla Corp | +1,138 | $343.23K | 0.594% |
| WDC Western Digital Corp | +527 | $336.75K | 0.583% |
| INTC Intel Corp | +2,407 | $336.18K | 0.582% |
| ASX ASE Technology Holding Co., Ltd. | +7,147 | $322.47K | 0.558% |
| CRS Carpenter Technology Corp | +513 | $316.19K | 0.547% |
| AMAT Applied Materials Inc | +414 | $299.31K | 0.518% |
| LRCX Lam Research Corp | +647 | $280.42K | 0.485% |
| RHP Ryman Hospitality Properties, Inc. | +2,128 | $273.56K | 0.473% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FISV Fiserv Inc | Technology | 276.7K | $13.57M | 23.48% | -16 | 0.0% | Reduced | 0.05% |
| 2 | AAPL Apple Inc. | Technology | 36.5K | $10.57M | 18.29% | +348 | +1.0% | Added | 0% |
| 3 | DHR Danaher Corp | Healthcare | 39.6K | $7.55M | 13.06% | -242 | -0.6% | Reduced | 0.01% |
| 4 | NVDA Nvidia Corp | Technology | 9,458 | $1.89M | 3.27% | +607 | +6.9% | Added | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 9,308 | $1.27M | 2.2% | -1,144 | -10.9% | Reduced | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 2,934 | $1.23M | 2.13% | +95 | +3.3% | Added | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,458 | $1.17M | 2.03% | +57 | +2.4% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 2,753 | $1.03M | 1.78% | -532 | -16.2% | Reduced | 0% |
| 9 | MTZ Mastec Inc | Industrials | 2,198 | $914.51K | 1.58% | -55 | -2.4% | Reduced | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 3,775 | $899.67K | 1.56% | +290 | +8.3% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 2,141 | $765.29K | 1.32% | +51 | +2.4% | Added | 0% |
| 12 | AMG Affiliated Managers Group, Inc. | Financial Services | 2,204 | $745.81K | 1.29% | -6 | -0.3% | Reduced | 0.01% |
| 13 | VLTO Veralto Corp | Industrials | 7,645 | $677.98K | 1.17% | -66 | -0.9% | Reduced | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 1,847 | $652.54K | 1.13% | +47 | +2.6% | Added | 0% |
| 15 | UNP Union Pacific Corp | Industrials | 2,257 | $613.91K | 1.06% | -76 | -3.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Corus Family Wealth Advisors.
As of its Q2 2026 13F filing, Corus Family Wealth Advisors’s five largest positions were Fiserv Inc (FISV) at 23.5%, Apple Inc. (AAPL) at 18.3%, Danaher Corp (DHR) at 13.1%, Nvidia Corp (NVDA) at 3.3%, ExxonMobil Holdings Corp (XOM) at 2.2% of the reported portfolio.
Corus Family Wealth Advisors reported a 13F portfolio worth $57.80M across 55 positions for Q2 2026. That is up 7.2% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($578.50K), Caris Life Sciences, Inc. ($376.09K), Kla Corp ($343.23K). It opened 15 new positions.
Its largest sales by value were At&T Inc. ($704.33K), Conocophillips ($361.40K), Coca Cola Co ($217.72K). It exited 5 positions entirely.
From the Form 13F-HR reports Corus Family Wealth Advisors 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.