Markowski Investments reported 409 positions worth $148.57M for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 13.1% 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 | 67.4K | $19.49M | 13.12% | – | – | – | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 33.3K | $11.92M | 8.02% | – | – | – | 0% |
| 3 | NVDA Nvidia Corp | Technology | 52.8K | $10.57M | 7.11% | – | – | – | 0% |
| 4 | MSFT Microsoft Corp | Technology | 22.3K | $8.31M | 5.59% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 33.2K | $7.92M | 5.33% | – | – | – | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 22.5K | $7.37M | 4.96% | – | – | – | 0% |
| 7 | GS Goldman Sachs Group Inc | Financial Services | 4,793 | $4.85M | 3.26% | – | – | – | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 12.4K | $4.69M | 3.16% | – | – | – | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 13.2K | $4.68M | 3.15% | – | – | – | 0% |
| 10 | WFC Wells Fargo & Company | Financial Services | 44.2K | $3.65M | 2.46% | – | – | – | 0% |
| 11 | DUK Duke Energy CORP | Utilities | 26.9K | $3.40M | 2.29% | – | – | – | 0% |
| 12 | CVX Chevron Corp | Energy | 19.3K | $3.20M | 2.15% | – | – | – | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 5,152 | $2.90M | 1.95% | – | – | – | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 2,722 | $2.90M | 1.95% | – | – | – | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 10.6K | $2.68M | 1.8% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Markowski Investments.
As of its Q2 2026 13F filing, Markowski Investments’s five largest positions were Apple Inc. (AAPL) at 13.1%, Alphabet Inc. (GOOGL) at 8.0%, Nvidia Corp (NVDA) at 7.1%, Microsoft Corp (MSFT) at 5.6%, Amazon Com Inc (AMZN) at 5.3% of the reported portfolio.
Markowski Investments reported a 13F portfolio worth $148.57M across 409 positions for Q2 2026.
From the Form 13F-HR reports Markowski Investments 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.