StockDriftsStockDriftsTop 50 Hedeker Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.28% | 73.2K | $27.7M | -23.48%(-22.47K) | $56.53(+596.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.93% | 55.2K | $20.6M | +6.86%(+3.55K) | $200.08(+142.94%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.8% | 170.5K | $19.9M | -20.65%(-44.38K) | $24.72(+603.19%) | 2026-06-30 | |
| COHR | COHERENT CORP | 3.76% | 50.0K | $19.7M | -18.70%(-11.50K) | $52.79(+565.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.55% | 93.0K | $18.6M | -1.83%(-1.73K) | $122.16(+85.05%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.43% | 9.0K | $18.0M | -1.46%(-134) | $801.63(+133.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.37% | 61.1K | $17.7M | -0.32%(-193) | $66.88(+356.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.36% | 49.2K | $17.6M | -0.99%(-492) | $124.12(+177.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.29% | 72.5K | $17.3M | +0.21%(+153) | $112.91(+132.52%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.25% | 48.2K | $17.0M | -0.58%(-281) | $124.15(+176.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.32% | +111.30% | +11.95% | +75.84% |
| Top 20 Holdings Unweighted | +24.32% | +92.13% | +9.65% | +58.51% |
Hedeker Wealth, LLC reports $524.12M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.3%), MSFT (3.9%) and PLTR (3.8%). The top 20 holdings account for 60.84% of reported assets. Its disclosed equity book has returned +111.30% 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 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