Professional Financial Solutions LLC reported 10 positions worth $7.23M for the quarter ended Jun 30, 2026, down 2.7% on the prior quarter. It opened 1 new position, added to 2, trimmed 6 and exited 0. Its largest holding is Broadcom Inc. at 26% 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 |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -1,759 | -26.1% | $664.46K | 26.02% |
| LMT Lockheed Martin Corp | -165 | -28.7% | $84.05K | 2.88% |
| MSFT Microsoft Corp | -185 | -15.3% | $69.04K | 5.29% |
| PLTR Palantir Technologies Inc. | -326 | -3.2% | $38.03K | 15.68% |
| BMY Bristol Myers Squibb Co | -17 | -0.3% | $979.54 | 4.98% |
| LOW Lowes Companies Inc | -4 | -0.3% | $881.96 | 4.25% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | +984 | $234.53K | 3.24% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 4,980 | $1.88M | 26.02% | -1,759 | -26.1% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 6,115 | $1.77M | 24.47% | +32 | +0.5% | Added | 0% |
| 3 | PLTR Palantir Technologies Inc. | Technology | 9,716 | $1.13M | 15.68% | -326 | -3.2% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 3,579 | $716.12K | 9.9% | +66 | +1.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,025 | $382.50K | 5.29% | -185 | -15.3% | Reduced | 0% |
| 6 | BMY Bristol Myers Squibb Co | Healthcare | 6,243 | $359.72K | 4.98% | -17 | -0.3% | Reduced | 0% |
| 7 | LOW Lowes Companies Inc | Consumer Discretionary | 1,392 | $306.92K | 4.25% | -4 | -0.3% | Reduced | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 726 | $237.64K | 3.29% | 0 | 0.0% | Unchanged | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 984 | $234.53K | 3.24% | +984 | – | New | 0% |
| 10 | LMT Lockheed Martin Corp | Industrials | 409 | $208.35K | 2.88% | -165 | -28.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Professional Financial Solutions.
As of its Q2 2026 13F filing, Professional Financial Solutions LLC’s five largest positions were Broadcom Inc. (AVGO) at 26.0%, Apple Inc. (AAPL) at 24.5%, Palantir Technologies Inc. (PLTR) at 15.7%, Nvidia Corp (NVDA) at 9.9%, Microsoft Corp (MSFT) at 5.3% of the reported portfolio.
Professional Financial Solutions LLC reported a 13F portfolio worth $7.23M across 10 positions for Q2 2026. That is down 2.7% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($234.53K), Nvidia Corp ($13.21K), Apple Inc. ($9.26K). It opened 1 new positions.
Its largest sales by value were Broadcom Inc. ($664.46K), Lockheed Martin Corp ($84.05K), Microsoft Corp ($69.04K). It exited 0 positions entirely.
From the Form 13F-HR reports Professional Financial Solutions 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.