Human Investing LLC reported 57 positions worth $57.92M for the quarter ended Sep 30, 2026, up 31.5% on the prior quarter. It opened 12 new positions, added to 33, trimmed 10 and exited 3. Its largest holding is Broadcom Inc. at 15.3% 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 |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +3,082 | +166.2% | $1.53M | 4.24% |
| NVDA Nvidia Corp | +4,122 | +89.2% | $941.36K | 3.45% |
| AAPL Apple Inc. | +2,224 | +12.9% | $740.65K | 11.17% |
| MCK Mckesson Corp | +629 | – | $537.14K | 0.927% |
| AMD Advanced Micro Devices Inc | +811 | – | $496.20K | 0.857% |
| GOOGL Alphabet Inc. | +1,425 | +21.5% | $490.32K | 4.79% |
| MSFT Microsoft Corp | +748 | +8.8% | $383.66K | 8.17% |
| AMAT Applied Materials Inc | +732 | – | $374.42K | 0.646% |
| FTNT Fortinet, Inc. | +2,049 | – | $366.28K | 0.632% |
| V Visa Inc. | +945 | – | $339.42K | 0.586% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -2 | -100.0% | $1.44M | Exited |
| INTC Intel Corp | -9,276 | -63.9% | $1.12M | 1.09% |
| MU Micron Technology Inc | -721 | -58.2% | $768.57K | 0.953% |
| SLV iShares Silver Trust | -7,041 | -39.8% | $383.81K | 1% |
| WM Waste Management Inc | -957 | -100.0% | $219.91K | Exited |
| GILD Gilead Sciences, Inc. | -1,484 | -100.0% | $206.83K | Exited |
| HRB H&R Block Inc | -849 | -3.2% | $34.68K | 1.81% |
| CSCO Cisco Systems, Inc. | -240 | -4.8% | $25.83K | 0.891% |
| HPQ Hp Inc | -696 | -5.3% | $21.77K | 0.669% |
| NVO Novo Nordisk A S | -507 | -3.1% | $19.22K | 1.04% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MCK Mckesson Corp | +629 | $537.14K | 0.927% |
| AMD Advanced Micro Devices Inc | +811 | $496.20K | 0.857% |
| AMAT Applied Materials Inc | +732 | $374.42K | 0.646% |
| FTNT Fortinet, Inc. | +2,049 | $366.28K | 0.632% |
| V Visa Inc. | +945 | $339.42K | 0.586% |
| ETN Eaton Corp plc | +571 | $245.21K | 0.423% |
| URI United Rentals, Inc. | +230 | $230.18K | 0.397% |
| COST Costco Wholesale Corp | +246 | $224.32K | 0.387% |
| MA Mastercard Inc | +398 | $219.65K | 0.379% |
| PANW Palo Alto Networks Inc | +548 | $217.90K | 0.376% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 25.3K | $8.87M | 15.32% | +382 | +1.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 19.4K | $6.47M | 11.17% | +2,224 | +12.9% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 9,227 | $4.73M | 8.17% | +748 | +8.8% | Added | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 2,409 | $2.79M | 4.81% | +85 | +3.7% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 8,063 | $2.77M | 4.79% | +1,425 | +21.5% | Added | 0% |
| 6 | ABBV AbbVie Inc. | Healthcare | 9,618 | $2.52M | 4.34% | +149 | +1.6% | Added | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,936 | $2.46M | 4.24% | +3,082 | +166.2% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 8,741 | $2.00M | 3.45% | +4,122 | +89.2% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 6,830 | $1.70M | 2.94% | +1,307 | +23.7% | Added | 0% |
| 10 | AMGN Amgen Inc | Healthcare | 3,657 | $1.54M | 2.66% | +75 | +2.1% | Added | 0% |
| 11 | HRB H&R Block Inc | Industrials | 25.6K | $1.05M | 1.81% | -849 | -3.2% | Reduced | 0.02% |
| 12 | JNJ Johnson & Johnson | Healthcare | 3,700 | $979.48K | 1.69% | +505 | +15.8% | Added | 0% |
| 13 | IDCC InterDigital, Inc. | Technology | 3,000 | $978.21K | 1.69% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | NKE NIKE, Inc. | Consumer Discretionary | 23.5K | $830.75K | 1.43% | +1,074 | +4.8% | Added | 0% |
| 15 | QCOM Qualcomm Inc | Technology | 4,514 | $830.74K | 1.43% | +736 | +19.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Human Investing.
As of its Q3 2026 13F filing, Human Investing LLC’s five largest positions were Broadcom Inc. (AVGO) at 15.3%, Apple Inc. (AAPL) at 11.2%, Microsoft Corp (MSFT) at 8.2%, ELI LILLY & Co (LLY) at 4.8%, Alphabet Inc. (GOOGL) at 4.8% of the reported portfolio.
Human Investing LLC reported a 13F portfolio worth $57.92M across 57 positions for Q3 2026. That is up 31.5% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($1.53M), Nvidia Corp ($941.36K), Apple Inc. ($740.65K). It opened 12 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($1.44M), Intel Corp ($1.12M), Micron Technology Inc ($768.57K). It exited 3 positions entirely.
From the Form 13F-HR reports Human Investing 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.