Maloon Powers Pitre Higgins & Dennehy, LLC
CIK 2149656 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AAPL12.66%
- XLK6.69%
- VIG6.30%
- VBIL4.92%
- IWF3.69%
- XAR3.47%
- VYM2.82%
- ORCL2.69%
- IWD2.64%
- SPY2.32%
Share classes counted separately48.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $36.84M | 12.66% | 127.33K shares | Prior unavailable — | — | ▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $19.46M | 6.69% | 102.12K shares | Prior unavailable — | — | ▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $18.33M | 6.30% | 77.45K shares | Prior unavailable — | — | ▾ |
| 04 | VBILVANGUARD 0-3M T-BILL ETF0 3 MO TR BI ETF View history and evidence | $14.32M | 4.92% | 189.19K shares | Prior unavailable — | — | ▾ |
| 05 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $10.74M | 3.69% | 86.47K shares | Prior unavailable — | — | ▾ |
| 06 | XARSS SPDR S&P AEROSPACE DEFST STR SP AERO View history and evidence | $10.08M | 3.47% | 35.54K shares | Prior unavailable — | — | ▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $8.19M | 2.82% | 51.86K shares | Prior unavailable — | — | ▾ |
| 08 | ORCLORACLE CORP View history and evidence | $7.82M | 2.69% | 53.39K shares | Prior unavailable — | — | ▾ |
| 09 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $7.68M | 2.64% | 31.67K shares | Prior unavailable — | — | ▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.74M | 2.32% | 9.03K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2149656 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 290969320
}Research all 147 reported holdings.
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