StockDriftsStockDriftsTop 36 Processus Wealth & Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.01% | 105.5K | $24.1M | -2.07%(-2.23K) | $55.37(+292.04%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.68% | 39.7K | $13.2M | -1.04%(-419) | $185.86(+84.52%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.56% | 38.3K | $9.6M | -0.77%(-298) | $155.13(+69.18%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 5.41% | 18.2K | $9.3M | +6.78%(+1.16K) | $184.29(+124.17%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 5.16% | 33.5K | $8.9M | -14.75%(-5.80K) | $334.82(-31.87%) | 2026-09-30 | |
| IWY | ISHARES TR | 5.02% | 29.3K | $8.6M | -5.51%(-1.71K) | $169.73(+69.97%) | 2026-09-30 | |
| IWS | ISHARES TR | 4.28% | 45.8K | $7.4M | -1.47%(-685) | $114.62(+44.12%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.06% | 20.3K | $7.0M | -0.73%(-150) | $143.75(+139.42%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.04% | 20.4K | $6.9M | -0.63%(-129) | $143.37(+137.25%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.52% | 18.3K | $6.0M | -3.93%(-747) | $162.95(+104.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +94.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +81.64% |
Processus Wealth & Capital Management LLC reports $171.95M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (14.0%), AAPL (7.7%) and AMZN (5.6%). The top 20 holdings account for 83.37% of reported assets. Its disclosed equity book has returned +94.72% cumulatively over 11 quarters. 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 Processus Wealth & Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014209). View Processus Wealth & Capital Management LLC’s 13F filings on SEC