Wallace Hart as of Dec. 31, 2025
Portfolio Holdings for Wallace Hart
Wallace Hart holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 35.3 | $48M | 78k | 614.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 35.0 | $48M | 70k | 681.92 | |
| Texas Pacific Land Corp (TPL) | 2.6 | $3.5M | 12k | 287.22 | |
| Apple (AAPL) | 1.5 | $2.1M | 7.7k | 271.86 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.0M | 4.1k | 483.62 | |
| Broadcom (AVGO) | 1.4 | $1.9M | 5.6k | 346.10 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.4 | $1.9M | 14k | 129.16 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $1.8M | 6.1k | 301.15 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.4 | $1.8M | 9.2k | 199.68 | |
| Amazon (AMZN) | 1.2 | $1.6M | 7.0k | 230.82 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.6M | 8.3k | 186.50 | |
| Strategy Cl A New (MSTR) | 0.9 | $1.3M | 8.4k | 151.95 | |
| Advanced Micro Devices (AMD) | 0.9 | $1.2M | 5.8k | 214.16 | |
| Micron Technology (MU) | 0.9 | $1.2M | 4.3k | 285.41 | |
| Applovin Corp Com Cl A (APP) | 0.9 | $1.2M | 1.8k | 673.82 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $1.1M | 6.4k | 171.18 | |
| Tesla Motors (TSLA) | 0.8 | $1.1M | 2.4k | 449.72 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.0M | 5.8k | 177.75 | |
| Intel Corporation (INTC) | 0.6 | $854k | 23k | 36.90 | |
| Ross Stores (ROST) | 0.6 | $813k | 4.5k | 180.14 | |
| Constellation Energy (CEG) | 0.6 | $808k | 2.3k | 353.27 | |
| Marriott Intl Cl A (MAR) | 0.6 | $755k | 2.4k | 310.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $752k | 2.4k | 313.80 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $704k | 1.5k | 468.76 | |
| Home BancShares (HOMB) | 0.5 | $686k | 25k | 27.78 | |
| Cadence Design Systems (CDNS) | 0.5 | $656k | 2.1k | 312.58 | |
| Autodesk (ADSK) | 0.5 | $632k | 2.1k | 296.01 | |
| Zscaler Incorporated (ZS) | 0.4 | $574k | 2.6k | 224.92 | |
| Costco Wholesale Corporation (COST) | 0.4 | $536k | 621.00 | 862.34 | |
| Netflix (NFLX) | 0.4 | $506k | 5.4k | 93.76 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $462k | 3.8k | 120.34 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $416k | 2.6k | 160.97 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $404k | 1.0k | 396.31 | |
| O'reilly Automotive (ORLY) | 0.3 | $364k | 4.0k | 91.21 | |
| Walt Disney Company (DIS) | 0.2 | $326k | 2.9k | 113.77 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $318k | 526.00 | 605.01 | |
| 3M Company (MMM) | 0.2 | $318k | 2.0k | 160.10 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $307k | 542.00 | 566.36 | |
| Metropcs Communications (TMUS) | 0.2 | $293k | 1.4k | 203.04 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $290k | 1.1k | 275.39 | |
| Kla Corp Com New (KLAC) | 0.2 | $288k | 237.00 | 1215.08 | |
| Rockwell Automation (ROK) | 0.2 | $282k | 725.00 | 389.07 | |
| Quanta Services (PWR) | 0.2 | $263k | 623.00 | 422.06 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $211k | 693.00 | 303.89 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $207k | 1.2k | 173.49 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $203k | 2.0k | 100.34 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $178k | 2.0k | 87.16 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $176k | 13k | 13.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $144k | 230.00 | 627.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $129k | 384.00 | 335.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $27k | 86.00 | 313.00 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $21k | 100.00 | 209.12 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $9.3k | 32.00 | 290.22 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $6.3k | 13.00 | 487.85 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $5.6k | 58.00 | 96.28 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $5.5k | 40.00 | 136.95 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $3.6k | 38.00 | 96.03 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.9k | 15.00 | 191.00 |