StockDriftsStockDriftsTop 50 626 Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DTD | WISDOMTREE TR | 11.15% | 305.8K | $28.5M | +3.69%(+10.89K) | $57.77(+69.72%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 8.34% | 67.8K | $21.3M | -8.70%(-6.46K) | $275.84(+20.24%) | 2026-06-30 | |
| WTV | WISDOMTREE TR | 5.89% | 148.0K | $15.1M | +5.75%(+8.05K) | $89.86(+19.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.65% | 50.0K | $14.5M | -0.39%(-195) | $136.37(+123.94%) | 2026-06-30 | |
| GRPM | INVESCO EXCHANGE TRADED FD T | 4.86% | 95.4K | $12.4M | +5.49%(+4.96K) | $112.69(+26.46%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.44% | 37.5K | $11.4M | +126.19%(+20.92K) | $257.07(+17.26%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.29% | 23.6K | $8.4M | +0.16%(+37) | $102.66(+235.79%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.27% | 35.1K | $8.4M | -0.20%(-70) | $133.94(+96.01%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.1% | 27.3K | $7.9M | -13.76%(-4.36K) | $188.62(+55.37%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.98% | 20.4K | $7.6M | +1.24%(+250) | $285.29(+70.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.86% | — | — | +38.02% |
| Top 20 Holdings Unweighted | +17.83% | +63.61% | — | — | +37.06% |
626 Financial, LLC reports $256.75M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are DTD (11.2%), SYK (8.3%) and WTV (5.9%). The top 20 holdings account for 71.83% of reported assets. Its disclosed equity book has returned +50.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 626 Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911035). View 626 Financial, LLC’s 13F filings on SEC