StockDriftsStockDriftsTop 50 Manchester Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 15.87% | 163.3K | $121.9M | -0.29%(-477) | $222.78(+248.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.36% | 248.6K | $71.9M | +0.10%(+246) | $68.26(+347.35%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 3.61% | 257.9K | $27.7M | -24.00%(-81.42K) | $92.97(+10.72%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.39% | 38.0K | $26.1M | +2.67%(+987) | $332.37(+114.42%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.38% | 109.1K | $26.0M | +0.46%(+499) | $98.78(+165.77%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.59% | 56.3K | $19.9M | +0.35%(+196) | $87.11(+293.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.55% | 98.1K | $19.6M | +0.31%(+302) | $52.60(+329.75%) | 2026-06-30 | |
| DSI | ISHARES TR | 2.38% | 128.7K | $18.3M | -4.75%(-6.42K) | $87.54(+69.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.28% | 49.1K | $17.6M | +0.76%(+371) | $55.52(+520.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.91% | 39.3K | $14.7M | +0.76%(+296) | $231.53(+109.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.17% | +48.83% | +7.13% | +41.08% |
| Top 20 Holdings Unweighted | +19.06% | +68.75% | +9.92% | +60.45% |
Manchester Capital Management LLC reports $768.43M in US-listed equity holdings across 1,313 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.9%), AAPL (9.4%) and UPS (3.6%). The top 20 holdings account for 59.22% of reported assets. Its disclosed equity book has returned +48.83% 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 Manchester Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1393389). View Manchester Capital Management LLC’s 13F filings on SEC