Yarbrough Capital

Yarbrough Capital as of June 30, 2026

Portfolio Holdings for Yarbrough Capital

Yarbrough Capital holds 88 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
NVIDIA Corporation (NVDA) 19.5 $653M 3.3M 200.09
Apple (AAPL) 15.1 $505M 1.7M 289.36
Alphabet Cap Stk Cl A (GOOGL) 11.3 $379M 1.1M 357.37
Amazon (AMZN) 6.2 $206M 864k 238.34
Meta Platforms Cl A (META) 4.8 $160M 284k 563.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.4 $149M 216k 686.81
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $115M 311k 370.04
Broadcom (AVGO) 3.2 $108M 287k 377.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $106M 145k 736.40
Vanguard World Inf Tech Etf (VGT) 2.5 $85M 713k 119.52
Alphabet Cap Stk Cl C (GOOG) 2.1 $71M 200k 353.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $61M 390k 156.95
Vaneck Etf Trust Semiconductr Etf (SMH) 1.6 $53M 81k 655.89
Ishares Tr Ishares Semicdtr (SOXX) 1.6 $53M 82k 640.76
Microsoft Corporation (MSFT) 1.4 $48M 130k 373.02
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.4 $47M 244k 190.52
Goldman Sachs (GS) 1.1 $38M 37k 1011.37
Garmin SHS (GRMN) 1.0 $34M 144k 237.54
JPMorgan Chase & Co. (JPM) 1.0 $32M 98k 327.33
Robinhood Mkts Com Cl A (HOOD) 0.8 $28M 276k 100.28
Qualcomm (QCOM) 0.7 $22M 121k 184.79
Advanced Micro Devices (AMD) 0.6 $19M 33k 580.91
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.6 $19M 499k 37.58
Boeing Company (BA) 0.5 $17M 78k 216.47
Visa Com Cl A (V) 0.5 $16M 47k 343.09
Palantir Technologies Cl A (PLTR) 0.5 $15M 129k 116.67
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $15M 7.6k 1989.44
Crowdstrike Hldgs Cl A (CRWD) 0.4 $13M 17k 763.14
Palo Alto Networks (PANW) 0.4 $12M 36k 341.02
Raytheon Technologies Corp (RTX) 0.3 $11M 60k 189.73
Bank of America Corporation (BAC) 0.3 $11M 199k 56.98
Lam Research Corp Com New (LRCX) 0.3 $11M 26k 433.33
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $11M 98k 114.18
Blackstone Group Inc Com Cl A (BX) 0.3 $11M 94k 117.67
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $11M 200k 53.61
Cloudflare Cl A Com (NET) 0.3 $9.5M 39k 245.28
Ark Etf Tr Bloc Fin Inn Etf (ARKF) 0.3 $9.4M 239k 39.46
Ast Spacemobile Com Cl A (ASTS) 0.3 $8.8M 99k 88.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $8.6M 18k 477.57
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $8.6M 22k 393.96
MercadoLibre (MELI) 0.3 $8.6M 5.0k 1697.39
State Street Corporation (STT) 0.3 $8.4M 50k 169.60
Spdr Gold Tr Gold Shs (GLD) 0.3 $8.4M 23k 368.38
Cerebras Systems Com Cl A *a* (CBRS) 0.2 $8.0M 36k 221.00
Ishares Tr Us Aer Def Etf (ITA) 0.2 $7.4M 30k 242.42
Uber Technologies (UBER) 0.2 $7.2M 100k 72.16
Mastercard Incorporated Cl A (MA) 0.2 $7.0M 14k 513.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $5.9M 62k 95.98
Pinterest Cl A (PINS) 0.2 $5.7M 270k 21.03
Take-Two Interactive Software (TTWO) 0.2 $5.3M 21k 249.98
Arista Networks Com Shs (ANET) 0.2 $5.1M 30k 169.88
Simon Property (SPG) 0.1 $4.8M 22k 223.65
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $4.7M 142k 33.29
Ge Vernova (GEV) 0.1 $4.7M 4.0k 1174.86
Hca Holdings (HCA) 0.1 $4.6M 12k 389.89
Spdr Series Trust St Str Sp Semi (XSD) 0.1 $4.4M 7.1k 623.70
Applovin Corp Com Cl A (APP) 0.1 $4.2M 8.2k 515.23
Marriott Intl Cl A (MAR) 0.1 $4.0M 11k 370.59
D-wave Quantum (QBTS) 0.1 $3.8M 160k 23.99
Servicenow (NOW) 0.1 $3.7M 37k 99.28
Wells Fargo & Company (WFC) 0.1 $3.1M 38k 82.64
Etf Ser Solutions Defia Quant Etf (QTUM) 0.1 $2.5M 15k 165.38
Tesla Motors (TSLA) 0.1 $2.4M 5.7k 420.60
Hartford Financial Services (HIG) 0.1 $2.3M 18k 132.52
Archer Aviation Com Cl A (ACHR) 0.1 $2.2M 467k 4.73
Vertiv Holdings Com Cl A (VRT) 0.1 $2.1M 6.3k 334.82
Boston Scientific Corporation (BSX) 0.0 $1.6M 39k 42.68
Ishares Tr Core S&p500 Etf (IVV) 0.0 $1.6M 2.1k 748.89
Ionq Inc Pipe (IONQ) 0.0 $1.5M 29k 53.26
Joby Aviation Common Stock (JOBY) 0.0 $1.5M 168k 8.92
Baidu Spon Adr Rep A (BIDU) 0.0 $1.5M 13k 114.29
Micron Technology (MU) 0.0 $1.4M 1.2k 1154.29
Rigetti Computing Common Stock (RGTI) 0.0 $1.3M 69k 19.32
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $1.2M 39k 32.06
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $1.2M 14k 87.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $989k 2.0k 500.39
Quantum Computing (QUBT) 0.0 $961k 99k 9.70
Sitime Corp (SITM) 0.0 $959k 1.3k 745.56
Figure Technology Solutio Com Cl A (FIGR) 0.0 $878k 29k 30.71
Ishares Tr Expanded Tech (IGV) 0.0 $810k 8.9k 90.60
Coreweave Com Cl A (CRWV) 0.0 $616k 6.2k 99.54
Okta Cl A (OKTA) 0.0 $500k 3.7k 136.45
Toast Cl A (TOST) 0.0 $367k 13k 27.82
Weride Sponsored Ads (WRD) 0.0 $352k 60k 5.82
Palomar Hldgs (PLMR) 0.0 $214k 1.7k 126.39
Carvana Cl A (CVNA) 0.0 $208k 3.2k 65.82
Axsome Therapeutics (AXSM) 0.0 $206k 842.00 244.77
Mercury Computer Systems (MRCY) 0.0 $204k 1.7k 122.33