StockDriftsStockDriftsTop 50 Objective Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.44% | 21.0K | $16.1M | +1.74%(+359) | $481.32(+59.98%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.45% | 9.7K | $7.2M | +1.45%(+139) | $388.77(+84.78%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 5.07% | 16.1K | $5.6M | -2.43%(-399) | $210.56(+67.81%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.86% | 7.1K | $5.4M | +1.46%(+102) | $460.06(+66.60%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.26% | 7.2K | $3.6M | +1.58%(+111) | $368.04(+41.00%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.16% | 12.4K | $3.5M | -1.19%(-149) | $214.94(+32.33%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.02% | 43.0K | $3.4M | -1.35%(-589) | $61.17(+30.93%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.59% | 8.7K | $2.9M | -3.35%(-300) | $163.52(+109.72%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.55% | 14.5K | $2.8M | -2.35%(-350) | $88.11(+111.06%) | 2026-09-30 | |
| ITOT | ISHARES TR | 2.15% | 14.4K | $2.4M | -3.24%(-483) | $102.63(+62.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.22% | — | — | +33.24% |
| Top 20 Holdings Unweighted | +11.91% | +40.14% | — | — | +26.09% |
Objective Capital Management LLC reports $111.62M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.4%), QQQ (6.5%) and VV (5.1%). The top 20 holdings account for 63.25% of reported assets. Its disclosed equity book has returned +47.22% 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 Objective Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1924152). View Objective Capital Management LLC’s 13F filings on SEC