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BANTA ASSET MANAGEMENT LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001426960

$112.0M

disclosed book value

20

positions

32%

largest position share

Positions, as of 2026-06-30

top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TR48,591$35.8M32%
2VOOVANGUARD INDEX FDS41,142$28.3M25.2%
3BSJRINVESCO EXCH TRD SLF IDX FD330,285$7.4M6.6%
4BSJSINVESCO EXCH TRD SLF IDX FD333,370$7.2M6.5%
5BSJTINVESCO EXCH TRD SLF IDX FD322,870$6.8M6.1%
6AAPLAPPLE INC19,526$5.7M5%
7BSJQINVESCO EXCH TRD SLF IDX FD197,933$4.5M4.1%
8VERIVERITONE INC2.6M$3.6M3.2%
9NVDANVIDIA CORPORATION12,570$2.5M2.2%
10SPYSTATE STR SPDR S&P 500 ETF T2,958$2.2M2%
11IGVISHARES TR21,320$1.9M1.7%
12RSPINVESCO EXCHANGE TRADED FD T7,410$1.6M1.4%
13DIASTATE STR SPDR DOW JONES IND2,004$1.0M0.9%
14RWLINVESCO EXCH TRADED FD TR II6,125$782,5300.7%
15VTIVANGUARD INDEX FDS1,650$610,5660.5%
16MSFTMICROSOFT CORP1,611$600,9350.5%
17PFFISHARES TR12,690$386,9180.3%
18TSLATESLA INC909$382,3250.3%
19HYGISHARES TR4,600$367,8620.3%
20COSTCOSTCO WHOLESALE CORPORATION300$280,6410.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.