Turner Capital Investments, LLC 13F Portfolio

CIK 2106280 Filing since Q1 2026 Q1 2026 filed Apr 9, 2026
Holdings as of Mar 31, 2026, from the 13F filed Apr 9, 2026.

Portfolio Snapshot

1 positions · Q1 2026

Turner Capital Investments, LLC reported 1 positions worth $420.68K for the quarter ended Mar 31, 2026. Its largest holding is Strategy Inc at 100% of the portfolio.

Portfolio Value
$420.68K
— QoQ · — YoY
Positions
1
first quarter on file
Top 10 Concentration
100%
of portfolio value
Largest Position
MSTR 100%
Strategy Inc
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
100% of value
Track Record
1
quarters on file since Q1 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

1 sectors
100%
Technology

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Holdings · Q1 2026

1 Positions

As ofMar 31, 2026
Value$420.68K
Top 10100%
Avg position$420.68K
# Activity
Showing all 1 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Turner Capital Investments.

About Turner Capital Investments, LLC’s 13F Portfolio

What are Turner Capital Investments, LLC’s largest holdings?

As of its Q1 2026 13F filing, Turner Capital Investments, LLC’s five largest positions were Strategy Inc (MSTR) at 100.0% of the reported portfolio.

How much is Turner Capital Investments, LLC’s portfolio worth?

Turner Capital Investments, LLC reported a 13F portfolio worth $420.68K across 1 positions for Q1 2026.

Where does this data come from?

From the Form 13F-HR reports Turner Capital 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.

Similar-Sized Institutions

by reported 13F value

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.