MFG Investments, LLC reported 43 positions worth $31.11M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 11.5% 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 | 10.8K | $3.58M | 11.51% | – | – | – | 0% |
| 2 | NVR Nvr Inc | Consumer Discretionary | 545 | $3.35M | 10.78% | – | – | – | 0.02% |
| 3 | NVDA Nvidia Corp | Technology | 12.3K | $2.81M | 9.05% | – | – | – | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 7,094 | $1.77M | 5.68% | – | – | – | 0% |
| 5 | MSFT Microsoft Corp | Technology | 3,189 | $1.64M | 5.26% | – | – | – | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 4,429 | $1.52M | 4.9% | – | – | – | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 1,565 | $1.14M | 3.65% | – | – | – | 0% |
| 8 | CRWD CrowdStrike Holdings, Inc. | Technology | 3,263 | $863.88K | 2.78% | – | – | – | 0% |
| 9 | LIN Linde Plc | Basic Materials | 1,799 | $854.00K | 2.75% | – | – | – | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 668 | $772.94K | 2.48% | – | – | – | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 2,182 | $766.47K | 2.46% | – | – | – | 0% |
| 12 | GS Goldman Sachs Group Inc | Financial Services | 767 | $690.13K | 2.22% | – | – | – | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 1,917 | $634.26K | 2.04% | – | – | – | 0% |
| 14 | VZ Verizon Communications Inc | Communication Services | 13.6K | $624.87K | 2.01% | – | – | – | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 941 | $575.67K | 1.85% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at MFG Investments.
As of its Q3 2026 13F filing, MFG Investments, LLC’s five largest positions were Apple Inc. (AAPL) at 11.5%, Nvr Inc (NVR) at 10.8%, Nvidia Corp (NVDA) at 9.0%, Amazon Com Inc (AMZN) at 5.7%, Microsoft Corp (MSFT) at 5.3% of the reported portfolio.
MFG Investments, LLC reported a 13F portfolio worth $31.11M across 43 positions for Q3 2026.
From the Form 13F-HR reports MFG Investments, 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.