StockDriftsStockDriftsTop 35 Processus Wealth & Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.77% | 107.7K | $21.6M | +1.99%(+2.10K) | $55.37(+298.12%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 7.3% | 17.0K | $12.3M | -6.72%(-1.23K) | $154.95(+244.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.87% | 40.1K | $11.6M | +0.28%(+112) | $185.86(+65.00%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.46% | 38.6K | $9.2M | +2.20%(+832) | $155.13(+77.23%) | 2026-06-30 | |
| IWY | ISHARES TR | 5.33% | 31.0K | $9.0M | -2.88%(-920) | $169.73(+71.05%) | 2026-06-30 | |
| IWS | ISHARES TR | 4.53% | 46.5K | $7.7M | +1.26%(+580) | $114.62(+49.61%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.44% | 9.8K | $7.5M | -14.77%(-1.70K) | $334.82(-34.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.33% | 20.5K | $7.3M | +0.71%(+144) | $143.75(+144.49%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.29% | 20.5K | $7.2M | +0.73%(+148) | $143.37(+144.46%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.69% | 19.0K | $6.2M | +0.01%(+2) | $162.95(+121.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +79.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.69% |
Processus Wealth & Capital Management, LLC reports $168.80M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (12.8%), AMAT (7.3%) and AAPL (6.9%). The top 20 holdings account for 84.02% of reported assets. Its disclosed equity book has returned +79.29% cumulatively over 10 quarters. 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 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