Maimon Wealth Management LTD. reported 31 positions worth $25.80M for the quarter ended Jun 30, 2026, up 3.7% on the prior quarter. It opened 3 new positions, added to 18, trimmed 4 and exited 3. Its largest holding is Stryker Corp at 15% 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 |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | +943 | – | $406.87K | 1.58% |
| PANW Palo Alto Networks Inc | +876 | – | $298.73K | 1.16% |
| T At&T Inc. | +150.8K | – | $166.60K | 0.646% |
| MSFT Microsoft Corp | +214 | +5.5% | $79.83K | 5.96% |
| CSCO Cisco Systems, Inc. | +616 | +15.0% | $72.36K | 2.15% |
| GOOGL Alphabet Inc. | +198 | +9.4% | $70.76K | 3.2% |
| AMZN Amazon Com Inc | +288 | +11.1% | $68.64K | 2.65% |
| IAU Ishares Gold Trust | +765 | +3.1% | $57.77K | 7.46% |
| XOM ExxonMobil Holdings Corp | +281 | +16.5% | $38.42K | 1.05% |
| PM Philip Morris International Inc. | +175 | +2.5% | $31.66K | 5.09% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | -1,327 | -100.0% | $1.18M | Exited |
| JPM Jpmorgan Chase & Co | -3,016 | -100.0% | $855.85K | Exited |
| AAPL Apple Inc. | -782 | -7.7% | $226.28K | 10.54% |
| CVX Chevron Corp | -1,000 | -100.0% | $210.71K | Exited |
| BRK-B Berkshire Hathaway Inc | -155 | -19.3% | $77.56K | 1.26% |
| PG PROCTER & GAMBLE Co | -101 | -2.5% | $14.81K | 2.22% |
| AMD Advanced Micro Devices Inc | -10 | -0.7% | $5.81K | 3.06% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SYK Stryker Corp | Healthcare | 12.3K | $3.88M | 15.05% | +10 | +0.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 9,395 | $2.72M | 10.54% | -782 | -7.7% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 9,680 | $1.94M | 7.51% | +96 | +1.0% | Added | 0% |
| 4 | IAU Ishares Gold Trust | Others | 25.5K | $1.92M | 7.46% | +765 | +3.1% | Added | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 1,665 | $1.56M | 6.04% | +25 | +1.5% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 4,120 | $1.54M | 5.96% | +214 | +5.5% | Added | 0% |
| 7 | PM Philip Morris International Inc. | Consumer Staples | 7,252 | $1.31M | 5.09% | +175 | +2.5% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 2,312 | $826.24K | 3.2% | +198 | +9.4% | Added | 0% |
| 9 | DE Deere & Co | Industrials | 1,250 | $792.91K | 3.07% | 0 | 0.0% | Unchanged | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 1,358 | $788.88K | 3.06% | -10 | -0.7% | Reduced | 0% |
| 11 | EMR Emerson Electric Co | Industrials | 5,500 | $787.33K | 3.05% | 0 | 0.0% | Unchanged | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 2,871 | $684.27K | 2.65% | +288 | +11.1% | Added | 0% |
| 13 | MO Altria Group, Inc. | Consumer Staples | 8,233 | $592.36K | 2.3% | 0 | 0.0% | Unchanged | 0% |
| 14 | PG PROCTER & GAMBLE Co | Consumer Staples | 3,901 | $572.04K | 2.22% | -101 | -2.5% | Reduced | 0% |
| 15 | CAT Caterpillar Inc | Industrials | 525 | $559.07K | 2.17% | +25 | +5.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Maimon Wealth Management.
As of its Q2 2026 13F filing, Maimon Wealth Management LTD.’s five largest positions were Stryker Corp (SYK) at 15.0%, Apple Inc. (AAPL) at 10.5%, Nvidia Corp (NVDA) at 7.5%, Ishares Gold Trust (IAU) at 7.5%, Costco Wholesale Corp (COST) at 6.0% of the reported portfolio.
Maimon Wealth Management LTD. reported a 13F portfolio worth $25.80M across 31 positions for Q2 2026. That is up 3.7% from the previous quarter.
Its largest purchases by value were Dell Technologies Inc. ($406.87K), Palo Alto Networks Inc ($298.73K), At&T Inc. ($166.60K). It opened 3 new positions.
Its largest sales by value were ELI LILLY & Co ($1.18M), Jpmorgan Chase & Co ($855.85K), Apple Inc. ($226.28K). It exited 3 positions entirely.
From the Form 13F-HR reports Maimon Wealth Management LTD. 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.