Nadler Financial Group, Inc. reported 95 positions worth $173.23M for the quarter ended Sep 30, 2026, up 10.8% on the prior quarter. It opened 3 new positions, added to 30, trimmed 22 and exited 4. Its largest holding is Apple Inc. at 18.3% 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 |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +56.4K | +2,433.8% | $8.51M | 5.12% |
| MCD Mcdonalds Corp | +3,360 | +98.4% | $776.01K | 0.903% |
| ORCL Oracle Corp | +5,413 | +34.5% | $743.20K | 1.67% |
| KO Coca Cola Co | +5,529 | +94.9% | $475.92K | 0.564% |
| JPM Jpmorgan Chase & Co | +955 | +16.9% | $315.96K | 1.26% |
| MPC Marathon Petroleum Corp | +725 | – | $286.68K | 0.165% |
| MET Metlife Inc | +2,165 | – | $203.86K | 0.118% |
| META Meta Platforms, Inc. | +213 | +4.8% | $154.48K | 1.96% |
| NVDA Nvidia Corp | +416 | +0.7% | $95.01K | 8.03% |
| COST Costco Wholesale Corp | +99 | +2.9% | $90.12K | 1.83% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -4,192 | -4.2% | $1.40M | 18.26% |
| MSFT Microsoft Corp | -800 | -2.9% | $410.31K | 8.07% |
| IAU Ishares Gold Trust | -4,905 | -7.0% | $383.08K | 2.94% |
| TSLA Tesla, Inc. | -811 | -8.1% | $287.75K | 1.88% |
| NFLX Netflix Inc | -3,773 | -27.3% | $262.53K | 0.403% |
| MDLN Medline Inc. | -5,985 | -100.0% | $236.05K | Exited |
| NVMI Nova Ltd. | -415 | -100.0% | $225.32K | Exited |
| ITW Illinois Tool Works Inc | -790 | -100.0% | $213.70K | Exited |
| FHN First Horizon Corp | -8,000 | -100.0% | $205.12K | Exited |
| T At&T Inc. | -6,389 | -20.6% | $155.89K | 0.347% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 95.0K | $31.64M | 18.26% | -4,192 | -4.2% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 27.2K | $13.97M | 8.07% | -800 | -2.9% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 60.9K | $13.91M | 8.03% | +416 | +0.7% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 27.4K | $9.34M | 5.39% | +31 | +0.1% | Added | 0% |
| 5 | SPCX Space Exploration Technologies Corp | Industrials | 58.8K | $8.86M | 5.12% | +56.4K | +2,433.8% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 34.1K | $8.50M | 4.91% | -280 | -0.8% | Reduced | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 15.2K | $7.57M | 4.37% | -301 | -1.9% | Reduced | 0% |
| 8 | COF Capital One Financial Corp | Financial Services | 35.7K | $6.88M | 3.97% | -320 | -0.9% | Reduced | 0.01% |
| 9 | IAU Ishares Gold Trust | Others | 65.1K | $5.09M | 2.94% | -4,905 | -7.0% | Reduced | 0.01% |
| 10 | META Meta Platforms, Inc. | Technology | 4,688 | $3.40M | 1.96% | +213 | +4.8% | Added | 0% |
| 11 | GLD Spdr Gold Trust | Financial Services | 8,603 | $3.28M | 1.89% | 0 | 0.0% | Unchanged | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 9,179 | $3.26M | 1.88% | -811 | -8.1% | Reduced | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 3,476 | $3.16M | 1.83% | +99 | +2.9% | Added | 0% |
| 14 | BRK-A Berkshire Hathaway Inc | Financial Services | 4 | $2.99M | 1.72% | 0 | 0.0% | Unchanged | 0% |
| 15 | ORCL Oracle Corp | Technology | 21.1K | $2.90M | 1.67% | +5,413 | +34.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Nadler Financial.
As of its Q3 2026 13F filing, Nadler Financial Group, Inc.’s five largest positions were Apple Inc. (AAPL) at 18.3%, Microsoft Corp (MSFT) at 8.1%, Nvidia Corp (NVDA) at 8.0%, Alphabet Inc. (GOOG) at 5.4%, Space Exploration Technologies Corp (SPCX) at 5.1% of the reported portfolio.
Nadler Financial Group, Inc. reported a 13F portfolio worth $173.23M across 95 positions for Q3 2026. That is up 10.8% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($8.51M), Mcdonalds Corp ($776.01K), Oracle Corp ($743.20K). It opened 3 new positions.
Its largest sales by value were Apple Inc. ($1.40M), Microsoft Corp ($410.31K), Ishares Gold Trust ($383.08K). It exited 4 positions entirely.
From the Form 13F-HR reports Nadler Financial Group, Inc. 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.