Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $2.4B | 5.9% | −2.2% |
| AAPLApple Inc | $2.2B | 5.4% | +2.5% |
| VWOVanguard Intl Equity Index F | $1.4B | 3.5% | +4.3% |
| MSFTMicrosoft Corp | $1.4B | 3.4% | +2.5% |
| AMZNAmazon Com Inc | $1.2B | 2.9% | +3.1% |
| GOOGLAlphabet Inc | $1.1B | 2.6% | +2.3% |
| AVGOBroadcom Inc | $871.7M | 2.2% | +2.5% |
| GOOGAlphabet Inc | $840.7M | 2.1% | −1.8% |
| MUMicron Technology Inc | $666.2M | 1.7% | +2.8% |
| METAMeta Platforms Inc | $633.2M | 1.6% | +3.4% |
| TSLATesla Inc | $605.6M | 1.5% | +2.2% |
| LLYEli Lilly & Co | $491.4M | 1.2% | +2.3% |
| AMDAdvanced Micro Devices Inc | $484.7M | 1.2% | +2.8% |
| VGKVanguard Intl Equity Index F | $434.7M | 1.1% | +4.7% |
| JPMJpmorgan Chase & Co | $375.0M | 0.9% | −4.2% |
| BRK/BBerkshire Hathaway Inc Del | $333.1M | 0.8% | +3.8% |
| INTCIntel Corp | $314.0M | 0.8% | |
| VVisa Inc | $294.0M | 0.7% | +2.0% |
| AMATApplied Matls Inc | $293.5M | 0.7% | +2.6% |
| JNJJohnson & Johnson | $293.0M | 0.7% | +2.6% |
| LRCXLam Research Corp | $276.9M | 0.7% | +2.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $272.3M | 0.7% | +1.2% |
| WMTWalmart Inc | $237.5M | 0.6% | +2.6% |
| CSCOCisco Sys Inc | $237.0M | 0.6% | +2.4% |
| CATCaterpillar Inc | $236.9M | 0.6% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $484.7M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $293.5M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $276.9M |
| UNHUnitedhealth Group Inc | March 31, 2026 | +53.6% | $192.7M |
| CSCOCisco Sys Inc | March 31, 2026 | +51.4% | $237.0M |
| CATCaterpillar Inc | March 31, 2026 | +50.3% | $236.9M |
| GEGe Aerospace | March 31, 2026 | +31.7% | $186.7M |
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $491.4M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $1.1B |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $840.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $63.1M
- Carnival CorpCUSIP 143658300 was $14.3M
- CTRACoterra Energy Inc was $12.6M
- Dupont De Nemours IncCUSIP 26614N102 was $9.5M
- Hologic IncCUSIP 436440101 was $8.4M
- Thomson Reuters CorpCUSIP 884903808 was $7.1M
- Topbuild CorCUSIP 89055F103 was $2.5M
- Masimo CorpCUSIP 574795100 was $2.0M
- Air Lease CorpCUSIP 00912X302 was $1.7M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vanguard Investments Australia, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1550100&type=13F-HR&dateb=&owner=include&count=40CIK 1550100
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1550100/000155010026000015/Filed August 13, 2026 · accession 0001550100-26-000015