Wealth High Governance Asset Management

Wealth High Governance Asset Management as of June 30, 2026

Portfolio Holdings for Wealth High Governance Asset Management

Wealth High Governance Asset Management holds 50 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
Generac Holdings (GNRC) 6.8 $64M 217k 292.81
Corning Incorporated (GLW) 4.9 $46M 181k 255.43
Parker-Hannifin Corporation (PH) 4.5 $43M 43k 978.12
Timken Company (TKR) 4.5 $42M 290k 145.32
Advanced Micro Devices (AMD) 4.5 $42M 72k 580.91
Sharkninja Com Shs (SN) 4.1 $39M 253k 152.27
Datadog Cl A Com (DDOG) 4.0 $38M 145k 260.36
Comfort Systems USA (FIX) 3.8 $36M 18k 1981.95
Hut 8 Corp (HUT) 3.6 $33M 290k 115.44
Curtiss-Wright (CW) 3.5 $33M 43k 757.76
Forgent Power Solutions Com Shs Cl A (FPS) 3.4 $32M 579k 55.86
MKS Instruments (MKSI) 3.4 $32M 72k 444.80
Applied Materials (AMAT) 3.3 $31M 43k 723.00
Ultra Clean Holdings (UCTT) 3.3 $31M 217k 142.59
Caterpillar (CAT) 3.3 $31M 29k 1064.90
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 3.0 $28M 1.1M 24.98
21shares Hyperliquid Etf Shs Ben Int 2.5 $24M 633k 37.86
Roblox Corp Cl A (RBLX) 2.5 $24M 434k 54.38
Solaris Energy Infras Com Cl A (SEI) 2.5 $23M 290k 80.46
Ross Stores (ROST) 2.5 $23M 109k 212.85
Digitalocean Hldgs (DOCN) 2.4 $23M 145k 157.03
Nextpower Class A Com (NXT) 2.3 $22M 181k 119.14
J.B. Hunt Transport Services (JBHT) 2.2 $21M 72k 289.43
Solv Energy Com Shs Cl A (MWH) 2.1 $20M 579k 34.05
Bitdeer Technologies Group Cl A Ord Shs (BTDR) 2.0 $18M 1.2M 15.87
Ciena Corp Com New (CIEN) 1.9 $18M 36k 490.56
Hyperliquid Strategies (PURR) 1.8 $17M 2.2M 7.87
Amer Sports Com Shs (AS) 1.6 $15M 434k 33.84
British Amern Tob Sponsored Adr (BTI) 1.4 $13M 217k 61.76
Enlight Renewable Energy SHS (ENLT) 1.4 $13M 145k 89.02
Brinker International (EAT) 1.0 $9.7M 58k 168.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $8.6M 12k 746.77
Sk Telecom Sponsored Adr (SKM) 0.7 $7.0M 217k 32.16
Wisdomtree Tr Blmbg Us Bull (USDU) 0.5 $5.0M 187k 26.75
Almonty Inds Com New (ALM) 0.5 $4.8M 290k 16.56
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $3.9M 15k 271.95
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 0.4 $3.8M 136k 27.69
Dpc Holdings Ordinary Shares 0.4 $3.6M 72k 49.06
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.3 $2.5M 44k 57.03
New York Life Investments Et Hedge Multi Stra (QAI) 0.3 $2.5M 68k 36.60
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.3 $2.5M 80k 30.61
Amazon (AMZN) 0.3 $2.4M 10k 238.34
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $1.6M 86k 18.43
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.6M 17k 90.10
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $1.5M 35k 43.71
Vanguard Wellington Us Momentum (VFMO) 0.2 $1.4M 5.8k 249.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.1M 34k 33.29
Pacer Fds Tr Data And Infrast (SRVR) 0.1 $683k 22k 31.77
Global X Fds Infra Dev Ex Etf (IPAV) 0.1 $671k 21k 32.12
Agi Com Shs Cl A (AGBK) 0.1 $512k 72k 7.08