StockDriftsStockDriftsTop 50 Motley Fool Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 8.42% | 1.09M | $218.3M | +12.86%(+124.33K) | $86.30(+161.94%) | 2026-06-30 | |
| GOOG | Alphabet Inc. | 8.1% | 594.2K | $210.0M | +2.05%(+11.96K) | $123.62(+177.18%) | 2026-06-30 | |
| AAPL | Apple Inc. | 7.61% | 681.9K | $197.3M | +18.27%(+105.36K) | $169.03(+80.67%) | 2026-06-30 | |
| AMZN | Amazon.com, Inc. | 5.14% | 559.6K | $133.4M | +6.50%(+34.16K) | $119.41(+119.87%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 4.7% | 327.0K | $122.0M | +7.88%(+23.89K) | $309.37(+57.12%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.98% | 204.7K | $77.3M | -12.17%(-28.37K) | $212.52(+85.28%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc. | 2.97% | 153.7K | $76.9M | +78.00%(+67.34K) | $423.63(+18.34%) | 2026-06-30 | |
| WMT | Walmart Inc | 2.67% | 612.0K | $69.3M | +72.39%(+257.00K) | $92.08(+24.79%) | 2026-06-30 | |
| AMD | Advanced Micro Devices Inc. | 2.6% | 116.0K | $67.4M | -11.94%(-15.73K) | $151.64(+237.82%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 2.38% | 188.2K | $61.6M | -11.70%(-24.94K) | $249.93(+45.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.70% | +103.40% | +12.84% | +82.92% |
| Top 20 Holdings Unweighted | +27.84% | +108.91% | +12.48% | +80.06% |
Motley Fool Asset Management LLC reports $2.59B in US-listed equity holdings across 249 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.4%), GOOG (8.1%) and AAPL (7.6%). The top 20 holdings account for 63.29% of reported assets. Its disclosed equity book has returned +103.40% 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 Motley Fool Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512814). View Motley Fool Asset Management LLC’s 13F filings on SEC