Ocean Capital Management
Latest statistics and disclosures from Aljian Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, COST, AMZN, NVDA, and represent 55.82% of Aljian Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBIT, TSLA, SATS, NVDA, LLY, CRWD, JPM, AVGO, VOO, HYG.
- Started 13 new stock positions in SPY, CRWD, FFIV, TSLA, XOVR, IVV, COF, VOO, XLK, CCO. HYG, ALB, IBIT.
- Reduced shares in these 10 stocks: COST, DECK, LHX, AAPL, NOC, UNH, LMT, KKR, PYPL, NVO.
- Sold out of its positions in KKR, NVO, PYPL.
- Aljian Capital Management was a net buyer of stock by $6.4M.
- Aljian Capital Management has $487M in assets under management (AUM), dropping by -3.06%.
- Central Index Key (CIK): 0001731260
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Portfolio Holdings for Aljian Capital Management
Aljian Capital Management holds 131 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.9 | $72M | 285k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 11.6 | $57M | 197k | 287.56 |
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| Costco Wholesale Corporation (COST) | 11.2 | $55M | -2% | 55k | 996.43 |
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| Amazon (AMZN) | 9.3 | $45M | 217k | 208.27 |
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| NVIDIA Corporation (NVDA) | 8.9 | $43M | 247k | 174.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $24M | 84k | 286.86 |
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| Microsoft Corporation (MSFT) | 2.8 | $13M | 36k | 370.17 |
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| Netflix (NFLX) | 1.9 | $9.4M | 97k | 96.15 |
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| Broadcom (AVGO) | 1.7 | $8.1M | +5% | 26k | 309.51 |
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| Wal-Mart Stores (WMT) | 1.6 | $7.6M | 61k | 124.28 |
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| Palantir Technologies Cl A (PLTR) | 1.4 | $7.0M | 48k | 146.28 |
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| Deckers Outdoor Corporation (DECK) | 1.4 | $6.6M | -10% | 66k | 100.09 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $5.9M | +8% | 20k | 294.16 |
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| Northrop Grumman Corporation (NOC) | 1.2 | $5.7M | -6% | 8.4k | 682.24 |
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| Visa Com Cl A (V) | 1.0 | $4.6M | -4% | 15k | 302.25 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $4.6M | -5% | 7.6k | 604.39 |
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| Stryker Corporation (SYK) | 0.9 | $4.2M | -2% | 13k | 328.58 |
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| Caterpillar (CAT) | 0.8 | $4.0M | 5.6k | 708.48 |
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| Ge Vernova (GEV) | 0.7 | $3.4M | 3.9k | 872.98 |
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| Palo Alto Networks (PANW) | 0.7 | $3.4M | +8% | 21k | 160.32 |
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| UnitedHealth (UNH) | 0.7 | $3.3M | -9% | 12k | 270.58 |
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| salesforce (CRM) | 0.6 | $2.9M | -3% | 16k | 186.67 |
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| Citigroup Com New (C) | 0.5 | $2.7M | 23k | 113.41 |
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| L3harris Technologies (LHX) | 0.5 | $2.6M | -23% | 7.4k | 345.15 |
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| Cloudflare Cl A Com (NET) | 0.5 | $2.5M | +11% | 12k | 206.34 |
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| Home Depot (HD) | 0.5 | $2.5M | +4% | 7.5k | 328.91 |
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| Advanced Micro Devices (AMD) | 0.5 | $2.3M | +6% | 11k | 203.43 |
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| General Dynamics Corporation (GD) | 0.5 | $2.3M | +14% | 6.7k | 343.21 |
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| Starbucks Corporation (SBUX) | 0.5 | $2.2M | -8% | 25k | 89.59 |
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| McDonald's Corporation (MCD) | 0.5 | $2.2M | +4% | 7.1k | 310.80 |
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| Bank of America Corporation (BAC) | 0.4 | $2.1M | 42k | 48.75 |
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| Amgen (AMGN) | 0.4 | $2.0M | 5.7k | 351.85 |
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| Illinois Tool Works (ITW) | 0.4 | $2.0M | 7.7k | 260.28 |
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| Starwood Property Trust (STWD) | 0.4 | $1.9M | 113k | 17.22 |
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| Intuit (INTU) | 0.4 | $1.9M | 4.4k | 432.38 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.9M | +17% | 6.7k | 283.78 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | 11k | 169.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $1.9M | NEW | 49k | 38.42 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.7M | 4.7k | 357.67 |
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| Constellation Energy (CEG) | 0.3 | $1.7M | +5% | 6.0k | 279.26 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | +48% | 1.8k | 919.54 |
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| Meta Platforms Cl A (META) | 0.3 | $1.6M | 2.8k | 572.15 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $1.6M | 10k | 157.35 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.6M | +5% | 14k | 114.99 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.6M | +6% | 4.7k | 337.95 |
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| Abbvie (ABBV) | 0.3 | $1.5M | +15% | 7.0k | 217.49 |
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| Echostar Corp Cl A (SATS) | 0.3 | $1.5M | +144% | 13k | 117.07 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | 2.9k | 499.64 |
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| Uber Technologies (UBER) | 0.3 | $1.4M | +6% | 20k | 71.93 |
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| Philip Morris International (PM) | 0.3 | $1.4M | +5% | 8.4k | 165.33 |
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| Tesla Motors (TSLA) | 0.3 | $1.4M | NEW | 3.7k | 371.75 |
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| Oracle Corporation (ORCL) | 0.3 | $1.3M | +17% | 9.2k | 147.11 |
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| Honeywell International (HON) | 0.3 | $1.3M | +33% | 5.7k | 226.02 |
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| Qualcomm (QCOM) | 0.3 | $1.3M | +4% | 9.8k | 128.78 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.2M | 15k | 79.61 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.5k | 144.44 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.1M | +2% | 18k | 60.65 |
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| Travelers Companies (TRV) | 0.2 | $1.0M | 3.4k | 291.65 |
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| CVS Caremark Corporation (CVS) | 0.2 | $946k | 13k | 71.82 |
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| Morgan Stanley Com New (MS) | 0.2 | $919k | 5.6k | 164.58 |
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| Vistra Energy (VST) | 0.2 | $896k | +26% | 6.0k | 150.34 |
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| PNC Financial Services (PNC) | 0.2 | $877k | +2% | 4.2k | 208.11 |
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| Cisco Systems (CSCO) | 0.2 | $873k | -3% | 11k | 77.59 |
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| American Express Company (AXP) | 0.2 | $844k | 2.8k | 302.50 |
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| Johnson & Johnson (JNJ) | 0.2 | $833k | 3.4k | 244.45 |
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| Walt Disney Company (DIS) | 0.2 | $814k | -4% | 8.4k | 96.38 |
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| Chevron Corporation (CVX) | 0.2 | $797k | -5% | 3.9k | 206.91 |
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| Metropcs Communications (TMUS) | 0.2 | $755k | -2% | 3.6k | 210.05 |
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| Sherwin-Williams Company (SHW) | 0.2 | $736k | 2.3k | 320.56 |
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| Boeing Company (BA) | 0.1 | $721k | +6% | 3.6k | 199.03 |
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| Merck & Co (MRK) | 0.1 | $718k | 6.0k | 120.30 |
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| Steris Shs Usd (STE) | 0.1 | $686k | 3.1k | 221.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $667k | 2.7k | 242.66 |
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| International Business Machines (IBM) | 0.1 | $639k | 2.6k | 242.38 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $637k | 5.5k | 115.38 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $631k | 8.9k | 71.18 |
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| Danaher Corporation (DHR) | 0.1 | $630k | 3.3k | 189.58 |
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| Gilead Sciences (GILD) | 0.1 | $629k | 4.5k | 139.36 |
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| Anthem (ELV) | 0.1 | $605k | -3% | 2.1k | 292.82 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $605k | 1.5k | 391.76 |
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| Intel Corporation (INTC) | 0.1 | $603k | +3% | 14k | 44.13 |
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| Altria (MO) | 0.1 | $552k | +5% | 8.4k | 65.99 |
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| Micron Technology (MU) | 0.1 | $547k | +122% | 1.6k | 337.80 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $536k | 2.2k | 244.23 |
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| Abbott Laboratories (ABT) | 0.1 | $534k | 5.2k | 102.66 |
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| Dupont De Nemours (DD) | 0.1 | $526k | 12k | 45.80 |
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| Lululemon Athletica (LULU) | 0.1 | $519k | 3.4k | 153.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $494k | NEW | 1.3k | 390.41 |
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| Verizon Communications (VZ) | 0.1 | $491k | -2% | 9.8k | 50.20 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $478k | -13% | 5.0k | 95.41 |
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| Pepsi (PEP) | 0.1 | $472k | +4% | 3.0k | 155.28 |
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| Biogen Idec (BIIB) | 0.1 | $466k | +5% | 2.5k | 183.33 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $461k | 4.9k | 93.97 |
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| Invitation Homes (INVH) | 0.1 | $447k | -29% | 18k | 24.85 |
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| Medtronic SHS (MDT) | 0.1 | $440k | 5.1k | 86.65 |
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| Ameriprise Financial (AMP) | 0.1 | $429k | 965.00 | 444.49 |
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| Waste Management (WM) | 0.1 | $421k | -4% | 1.8k | 229.78 |
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| Phillips 66 (PSX) | 0.1 | $409k | 2.2k | 182.18 |
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| Dutch Bros Cl A (BROS) | 0.1 | $407k | +4% | 8.0k | 50.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $372k | NEW | 622.00 | 597.78 |
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| Nextera Energy (NEE) | 0.1 | $363k | 3.9k | 92.89 |
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| Las Vegas Sands (LVS) | 0.1 | $360k | 6.7k | 53.88 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $350k | NEW | 4.4k | 79.56 |
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| Ryder System (R) | 0.1 | $336k | 1.6k | 204.74 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $335k | -14% | 4.3k | 77.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $332k | 693.00 | 479.20 |
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| CBOE Holdings (CBOE) | 0.1 | $310k | 1.1k | 281.15 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $307k | 15k | 20.70 |
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| At&t (T) | 0.1 | $304k | -2% | 11k | 28.99 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $302k | 8.1k | 37.42 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $294k | +5% | 9.2k | 32.01 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $292k | -4% | 2.3k | 125.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $289k | NEW | 443.00 | 652.96 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $271k | -15% | 1.1k | 243.08 |
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| MGM Resorts International. (MGM) | 0.1 | $270k | 7.3k | 37.01 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $266k | NEW | 2.0k | 132.90 |
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| National Fuel Gas (NFG) | 0.1 | $259k | 2.8k | 93.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $254k | +10% | 4.4k | 57.64 |
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| Ferrari Nv Ord (RACE) | 0.1 | $254k | 750.00 | 338.45 |
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| Amphenol Corp Cl A (APH) | 0.0 | $242k | -2% | 1.9k | 126.34 |
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| PPG Industries (PPG) | 0.0 | $233k | -7% | 2.2k | 106.88 |
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| Cigna Corp (CI) | 0.0 | $232k | 869.00 | 266.88 |
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| Albemarle Corporation (ALB) | 0.0 | $222k | NEW | 1.2k | 179.49 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $219k | NEW | 337.00 | 649.42 |
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| Capital One Financial (COF) | 0.0 | $215k | NEW | 1.2k | 182.43 |
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| F5 Networks (FFIV) | 0.0 | $204k | NEW | 704.00 | 289.33 |
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| Entrepreneurshares Series Tr Ershares Private (XOVR) | 0.0 | $170k | NEW | 10k | 16.89 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $162k | 10k | 15.65 |
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| Smartrent Com Cl A (SMRT) | 0.0 | $24k | 16k | 1.50 |
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| Clear Channel Outdoor Holdings (CCO) | 0.0 | $24k | NEW | 10k | 2.37 |
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| Femasys (FEMY) | 0.0 | $11k | 25k | 0.42 |
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Past Filings by Aljian Capital Management
SEC 13F filings are viewable for Aljian Capital Management going back to 2018
- Aljian Capital Management 2026 Q1 filed April 29, 2026
- Aljian Capital Management 2025 Q4 filed Jan. 23, 2026
- Aljian Capital Management 2025 Q3 filed Oct. 20, 2025
- Aljian Capital Management 2025 Q2 filed Aug. 4, 2025
- Aljian Capital Management 2025 Q1 filed April 25, 2025
- Aljian Capital Management 2024 Q4 filed Jan. 30, 2025
- Aljian Capital Management 2024 Q3 filed Nov. 7, 2024
- Aljian Capital Management 2024 Q2 filed July 25, 2024
- Ocean Capital Management 2024 Q1 filed May 6, 2024
- Ocean Capital Management 2023 Q4 filed Jan. 18, 2024
- Ocean Capital Management 2023 Q3 filed Oct. 26, 2023
- Ocean Capital Management 2023 Q2 filed Aug. 3, 2023
- Ocean Capital Management 2023 Q1 filed April 13, 2023
- Ocean Capital Management 2022 Q4 filed Feb. 3, 2023
- Ocean Capital Management 2022 Q3 filed Oct. 24, 2022
- Ocean Capital Management 2022 Q2 filed July 27, 2022