StockDriftsStockDriftsTop 50 Hedeker Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 6.25% | 182.1K | $34.1M | +6.78%(+11.57K) | $32.80(+505.87%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.59% | 59.4K | $30.5M | +7.57%(+4.18K) | $217.16(+144.67%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 4.77% | 74.1K | $26.0M | +1.14%(+832) | $59.99(+470.64%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.87% | 92.3K | $21.1M | -0.81%(-755) | $122.16(+78.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.74% | 61.2K | $20.4M | +0.21%(+129) | $67.39(+415.05%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.36% | 73.5K | $18.3M | +1.44%(+1.05K) | $114.77(+120.52%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.07% | 48.6K | $16.7M | -1.39%(-683) | $124.12(+158.29%) | 2026-09-30 | |
| SPIN | SSGA ACTIVE TR | 2.99% | 486.8K | $16.3M | +7.02%(+31.95K) | $30.92(+8.70%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.97% | 47.5K | $16.2M | -1.38%(-664) | $124.15(+155.21%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 2.89% | 8.7K | $15.7M | -3.91%(-353) | $801.63(+104.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.39% | +126.82% | +12.62% | +81.20% |
| Top 20 Holdings Unweighted | +27.18% | +105.70% | +10.02% | +61.22% |
Hedeker Wealth LLC reports $544.80M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are PLTR (6.3%), MSFT (5.6%) and AVGO (4.8%). The top 20 holdings account for 62.02% of reported assets. Its disclosed equity book has returned +126.82% on a three-year cumulative basis. Figures reflect the Q3 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 Hedeker Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633910). View Hedeker Wealth LLC’s 13F filings on SEC