Valtrion Capital Management as of June 30, 2026
Portfolio Holdings for Valtrion Capital Management
Valtrion Capital Management holds 103 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 25.3 | $34M | 50k | 686.81 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 11.4 | $15M | 273k | 56.16 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.2 | $9.6M | 131k | 73.41 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.1 | $2.8M | 22k | 127.81 | |
| Palo Alto Networks (PANW) | 2.1 | $2.8M | 8.1k | 341.02 | |
| Apple (AAPL) | 2.0 | $2.7M | 9.4k | 289.36 | |
| Broadcom (AVGO) | 1.8 | $2.5M | 6.5k | 377.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $2.3M | 3.0k | 763.14 | |
| Ishares Tr Core Msci Total (IXUS) | 1.4 | $1.8M | 19k | 95.44 | |
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 1.3 | $1.8M | 20k | 89.85 | |
| Cummins (CMI) | 1.3 | $1.7M | 2.4k | 713.33 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $1.6M | 19k | 86.42 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.2 | $1.6M | 30k | 53.17 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 1.2 | $1.6M | 32k | 50.04 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.2 | $1.6M | 20k | 80.82 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.2 | $1.6M | 17k | 94.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.6M | 2.1k | 748.88 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.5M | 7.5k | 200.09 | |
| Ishares Tr Residential Mult (REZ) | 1.1 | $1.4M | 15k | 94.69 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $1.4M | 46k | 30.49 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $1.4M | 27k | 51.85 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $1.3M | 17k | 79.97 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.3M | 3.6k | 373.07 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $1.3M | 14k | 93.38 | |
| Amazon (AMZN) | 0.9 | $1.2M | 5.1k | 238.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.1M | 3.0k | 357.36 | |
| Travelers Companies (TRV) | 0.7 | $993k | 3.0k | 330.09 | |
| Williams-Sonoma (WSM) | 0.7 | $987k | 4.2k | 233.08 | |
| Meta Platforms Cl A (META) | 0.7 | $951k | 1.7k | 563.40 | |
| AFLAC Incorporated (AFL) | 0.7 | $950k | 8.1k | 117.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $942k | 2.7k | 353.34 | |
| Tesla Motors (TSLA) | 0.7 | $896k | 2.1k | 420.60 | |
| Coca-Cola Company (KO) | 0.6 | $833k | 10k | 81.27 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $814k | 11k | 76.11 | |
| Emerson Electric (EMR) | 0.6 | $785k | 5.5k | 143.15 | |
| Philip Morris International (PM) | 0.6 | $771k | 4.3k | 180.91 | |
| General Dynamics Corporation (GD) | 0.5 | $734k | 2.1k | 354.23 | |
| Ishares Tr National Mun Etf (MUB) | 0.5 | $722k | 6.7k | 107.61 | |
| Waste Management (WM) | 0.5 | $705k | 3.2k | 222.87 | |
| Servicenow (NOW) | 0.5 | $680k | 6.9k | 99.28 | |
| Micron Technology (MU) | 0.5 | $664k | 575.00 | 1154.30 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.5 | $637k | 6.8k | 93.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $630k | 2.1k | 300.45 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $615k | 824.00 | 746.77 | |
| Assurant (AIZ) | 0.4 | $601k | 2.2k | 268.58 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $599k | 1.3k | 477.57 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $597k | 619.00 | 964.75 | |
| Walt Disney Company (DIS) | 0.4 | $554k | 5.8k | 96.26 | |
| Abbvie (ABBV) | 0.4 | $545k | 2.2k | 251.63 | |
| Vanguard World Energy Etf (VDE) | 0.4 | $542k | 3.6k | 150.12 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $524k | 1.0k | 509.34 | |
| Snowflake Com Shs (SNOW) | 0.4 | $482k | 1.9k | 254.55 | |
| Uber Technologies (UBER) | 0.3 | $461k | 6.4k | 72.16 | |
| Illinois Tool Works (ITW) | 0.3 | $456k | 1.7k | 270.49 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $450k | 3.8k | 117.68 | |
| Sherwin-Williams Company (SHW) | 0.3 | $447k | 1.3k | 344.33 | |
| McDonald's Corporation (MCD) | 0.3 | $438k | 1.6k | 270.32 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $438k | 3.7k | 119.51 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $437k | 2.3k | 190.52 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $436k | 3.0k | 143.10 | |
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.3 | $434k | 7.6k | 57.50 | |
| Visa Com Cl A (V) | 0.3 | $430k | 1.3k | 343.09 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $414k | 3.6k | 114.18 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $406k | 17k | 23.71 | |
| Genuine Parts Company (GPC) | 0.3 | $406k | 3.4k | 117.98 | |
| Union Pacific Corporation (UNP) | 0.3 | $402k | 1.5k | 271.98 | |
| Mp Materials Corp Com Cl A (MP) | 0.3 | $377k | 6.7k | 56.01 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $374k | 3.2k | 116.68 | |
| Constellation Energy (CEG) | 0.3 | $373k | 1.5k | 248.38 | |
| Freeport Mcmoran CL B (FCX) | 0.3 | $371k | 5.9k | 62.89 | |
| Chubb (CB) | 0.3 | $363k | 1.1k | 340.85 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $361k | 907.00 | 397.68 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $347k | 1.7k | 205.02 | |
| Goldman Sachs (GS) | 0.2 | $333k | 329.00 | 1011.91 | |
| Advanced Micro Devices (AMD) | 0.2 | $328k | 564.00 | 580.91 | |
| Colgate-Palmolive Company (CL) | 0.2 | $327k | 3.6k | 91.68 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $327k | 17k | 19.12 | |
| Consolidated Edison (ED) | 0.2 | $322k | 2.9k | 110.61 | |
| Pepsi (PEP) | 0.2 | $318k | 2.4k | 135.39 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $313k | 2.3k | 137.54 | |
| Air Products & Chemicals (APD) | 0.2 | $297k | 1.0k | 293.29 | |
| Procter & Gamble Company (PG) | 0.2 | $294k | 2.0k | 146.67 | |
| Oracle Corporation (ORCL) | 0.2 | $294k | 2.0k | 146.56 | |
| Datadog Cl A Com (DDOG) | 0.2 | $292k | 1.1k | 260.36 | |
| Johnson & Johnson (JNJ) | 0.2 | $290k | 1.1k | 253.99 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $289k | 6.3k | 46.15 | |
| Chevron Corporation (CVX) | 0.2 | $283k | 1.7k | 165.72 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $273k | 536.00 | 509.42 | |
| Ciena Corp Com New (CIEN) | 0.2 | $270k | 550.00 | 490.56 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $266k | 784.00 | 338.72 | |
| Netflix (NFLX) | 0.2 | $260k | 3.6k | 71.40 | |
| Enterprise Products Partners (EPD) | 0.2 | $258k | 7.0k | 36.76 | |
| Starbucks Corporation (SBUX) | 0.2 | $246k | 2.4k | 102.20 | |
| Automatic Data Processing (ADP) | 0.2 | $242k | 1.1k | 223.87 | |
| United Parcel Svcs CL B (UPS) | 0.2 | $237k | 2.2k | 107.50 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.2 | $235k | 19k | 12.66 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $234k | 964.00 | 242.43 | |
| Morgan Stanley Com New (MS) | 0.2 | $227k | 1.1k | 209.04 | |
| Polaris Industries (PII) | 0.2 | $223k | 3.3k | 68.44 | |
| Citi Trends (CTRN) | 0.2 | $220k | 3.8k | 57.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $219k | 298.00 | 736.40 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $201k | 1.2k | 163.70 | |
| Bristol Myers Squibb (BMY) | 0.1 | $200k | 3.5k | 57.62 |