Positano Wealth Management as of June 30, 2026
Portfolio Holdings for Positano Wealth Management
Positano Wealth Management holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 14.5 | $27M | 75k | 357.37 | |
| Micron Technology (MU) | 14.4 | $27M | 23k | 1154.29 | |
| NVIDIA Corporation (NVDA) | 13.9 | $26M | 129k | 200.09 | |
| Microsoft Corporation (MSFT) | 11.2 | $21M | 55k | 373.02 | |
| Visa Com Cl A (V) | 10.7 | $20M | 57k | 343.09 | |
| Chubb (CB) | 10.5 | $19M | 57k | 340.74 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.3 | $9.7M | 20k | 477.57 | |
| salesforce (CRM) | 4.6 | $8.5M | 55k | 156.66 | |
| Hewlett Packard Enterprise (HPE) | 4.4 | $8.1M | 180k | 45.11 | |
| Marriott Intl Cl A (MAR) | 4.3 | $8.0M | 22k | 370.59 | |
| Qualcomm (QCOM) | 1.7 | $3.1M | 17k | 184.79 | |
| Broadcom (AVGO) | 1.4 | $2.7M | 7.1k | 377.75 | |
| Markel Corporation (MKL) | 1.0 | $1.8M | 899.00 | 1953.01 | |
| Uber Technologies (UBER) | 0.6 | $1.2M | 16k | 72.16 | |
| Intuit (INTU) | 0.5 | $857k | 3.3k | 261.00 | |
| Fiserv (FISV) | 0.3 | $575k | 12k | 49.05 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.3 | $480k | 5.1k | 93.74 | |
| Meta Platforms Cl A (META) | 0.2 | $393k | 698.00 | 563.29 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $220k | 957.00 | 229.57 | |
| Ciena Corp Com New (CIEN) | 0.1 | $121k | 246.00 | 490.56 | |
| Apple (AAPL) | 0.0 | $23k | 80.00 | 289.36 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $20k | 97.00 | 205.02 | |
| S&p Global (SPGI) | 0.0 | $17k | 41.00 | 407.27 | |
| Applied Optoelectronics (AAOI) | 0.0 | $12k | 80.00 | 148.16 |
