Holders — by stockHoldings — by fund
Massachusetts Wealth Management
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 0001966011
$262.5M
disclosed book value
98
positions
5.3%
largest position share
Positions, as of 2026-06-30
top 98 of 98 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JPSTJ P MORGAN EXCHANGE TRADED F | 277,545 | $14.0M | 5.3% |
| 2 | XLKSELECT SECTOR SPDR TR | 59,455 | $11.3M | 4.3% |
| 3 | MUMICRON TECHNOLOGY INC | 8,028 | $9.3M | 3.5% |
| 4 | XLISELECT SECTOR SPDR TR | 39,169 | $7.3M | 2.8% |
| 5 | GEVGE VERNOVA INC | 6,115 | $7.2M | 2.7% |
| 6 | CCITIGROUP INC | 51,265 | $7.2M | 2.7% |
| 7 | JPMJPMORGAN CHASE & CO | 20,405 | $6.7M | 2.5% |
| 8 | CATCATERPILLAR INC | 6,141 | $6.5M | 2.5% |
| 9 | AAPLAPPLE INC | 21,423 | $6.2M | 2.4% |
| 10 | XOMEXXON MOBIL CORP | 44,349 | $6.1M | 2.3% |
| 11 | GLWCORNING INC | 23,465 | $6.0M | 2.3% |
| 12 | XLFSELECT SECTOR SPDR TR | 106,162 | $5.7M | 2.2% |
| 13 | GEGE AEROSPACE | 14,840 | $5.5M | 2.1% |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 62,951 | $5.0M | 1.9% |
| 15 | CVXCHEVRON CORPORATION | 28,354 | $4.7M | 1.8% |
| 16 | JNJJOHNSON & JOHNSON | 17,850 | $4.5M | 1.7% |
| 17 | COPCONOCOPHILLIPS | 42,880 | $4.5M | 1.7% |
| 18 | BACBANK OF AMER CORP | 75,790 | $4.3M | 1.6% |
| 19 | SLBSLB LIMITED | 89,911 | $4.2M | 1.6% |
| 20 | XLESELECT SECTOR SPDR TR | 78,541 | $4.2M | 1.6% |
| 21 | XLVSELECT SECTOR SPDR TR | 24,809 | $3.9M | 1.5% |
| 22 | NVDANVIDIA CORPORATION | 19,172 | $3.8M | 1.5% |
| 23 | STTSTATE STR CORP | 21,550 | $3.7M | 1.4% |
| 24 | MSFTMICROSOFT CORP | 9,749 | $3.6M | 1.4% |
| 25 | LLYELI LILLY & CO | 3,000 | $3.6M | 1.4% |
| 26 | WMTWALMART INC | 30,853 | $3.5M | 1.3% |
| 27 | CMICUMMINS INC | 4,875 | $3.5M | 1.3% |
| 28 | QQQINVESCO QQQ TR | 4,492 | $3.3M | 1.3% |
| 29 | FCXFREEPORT MCMORAN INC | 52,500 | $3.3M | 1.3% |
| 30 | DEDEERE & CO | 5,116 | $3.2M | 1.2% |
| 31 | MRKMERCK & CO INC | 23,717 | $3.0M | 1.2% |
| 32 | GOOGALPHABET INC | 8,446 | $3.0M | 1.1% |
| 33 | KOCOCA COLA CO | 36,063 | $2.9M | 1.1% |
| 34 | TTTRANE TECHNOLOGIES PLC | 5,935 | $2.9M | 1.1% |
| 35 | EMREMERSON ELEC CO | 19,800 | $2.8M | 1.1% |
| 36 | WFCWELLS FARGO & CO | 33,065 | $2.7M | 1% |
| 37 | PFEPFIZER INC | 110,815 | $2.7M | 1% |
| 38 | XLPSELECT SECTOR SPDR TR | 31,579 | $2.6M | 1% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,202 | $2.6M | 1% |
| 40 | MMM3M CO | 15,473 | $2.5M | 1% |
| 41 | KTBKONTOOR BRANDS INC | 28,960 | $2.4M | 0.9% |
| 42 | COSTCOSTCO WHOLESALE CORPORATION | 2,560 | $2.4M | 0.9% |
| 43 | ABBVABBVIE INC | 9,325 | $2.3M | 0.9% |
| 44 | AMGNAMGEN INC | 6,347 | $2.3M | 0.9% |
| 45 | IRINGERSOLL RAND INC | 27,666 | $2.3M | 0.9% |
| 46 | AMZNAMAZON COM INC | 9,510 | $2.3M | 0.9% |
| 47 | ITWILLINOIS TOOL WKS INC | 7,948 | $2.1M | 0.8% |
| 48 | BSVVANGUARD BD INDEX FDS | 27,442 | $2.1M | 0.8% |
| 49 | NSCNORFOLK SOUTHN CORP | 6,175 | $1.9M | 0.7% |
| 50 | ITAISHARES TR | 8,008 | $1.9M | 0.7% |
| 51 | PEPPEPSICO INC | 14,205 | $1.9M | 0.7% |
| 52 | HDHOME DEPOT INC | 5,430 | $1.9M | 0.7% |
| 53 | CSXCSX CORP | 39,285 | $1.9M | 0.7% |
| 54 | UNPUNION PAC CORP | 6,643 | $1.8M | 0.7% |
| 55 | CARRCARRIER GLOBAL CORPORATION | 23,110 | $1.7M | 0.6% |
| 56 | PGPROCTER & GAMBLE CO | 11,160 | $1.6M | 0.6% |
| 57 | PBEINVESCO EXCHANGE TRADED FD T | 17,784 | $1.6M | 0.6% |
| 58 | BKRBAKER HUGHES COMPANY | 28,650 | $1.6M | 0.6% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 2,056 | $1.5M | 0.6% |
| 60 | RTXRTX CORPORATION | 8,075 | $1.5M | 0.6% |
| 61 | VMCVULCAN MATLS CO | 5,180 | $1.5M | 0.6% |
| 62 | METAMETA PLATFORMS INC | 2,666 | $1.5M | 0.6% |
| 63 | BABOEING CO | 6,835 | $1.5M | 0.6% |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 5,248 | $1.5M | 0.6% |
| 65 | IHEISHARES TR | 14,625 | $1.4M | 0.6% |
| 66 | HALHALLIBURTON CO | 42,075 | $1.4M | 0.5% |
| 67 | IYTISHARES TR | 15,270 | $1.3M | 0.5% |
| 68 | SHWSHERWIN WILLIAMS CO | 3,690 | $1.3M | 0.5% |
| 69 | CLCOLGATE PALMOLIVE CO | 13,478 | $1.2M | 0.5% |
| 70 | RSPINVESCO EXCHANGE TRADED FD T | 5,427 | $1.2M | 0.4% |
| 71 | HSYHERSHEY CO | 6,295 | $1.1M | 0.4% |
| 72 | UBSUBS GROUP AG | 21,080 | $1.0M | 0.4% |
| 73 | GEHCGE HEALTHCARE TECHNOLOGIES I | 14,684 | $939,923 | 0.4% |
| 74 | IBBISHARES TR | 4,446 | $845,585 | 0.3% |
| 75 | BBYBEST BUY INC | 10,876 | $825,271 | 0.3% |
| 76 | TSLATESLA INC | 1,913 | $804,608 | 0.3% |
| 77 | QCOMQUALCOMM INC | 4,173 | $771,129 | 0.3% |
| 78 | GISGENERAL MILLS INC | 21,025 | $731,670 | 0.3% |
| 79 | SWXSOUTHWEST GAS HLDGS INC | 8,235 | $730,280 | 0.3% |
| 80 | BIIBBIOGEN INC | 3,230 | $697,874 | 0.3% |
| 81 | INTCINTEL CORP | 4,976 | $694,799 | 0.3% |
| 82 | XOPSPDR SERIES TRUST | 4,140 | $638,636 | 0.2% |
| 83 | XLBSELECT SECTOR SPDR TR | 10,810 | $549,472 | 0.2% |
| 84 | HACKAMPLIFY ETF TR | 5,070 | $531,995 | 0.2% |
| 85 | GSGOLDMAN SACHS GROUP INC | 460 | $465,230 | 0.2% |
| 86 | FBTCFIDELITY WISE ORIGIN BITCOIN | 8,767 | $447,555 | 0.2% |
| 87 | MSMORGAN STANLEY | 2,125 | $444,210 | 0.2% |
| 88 | PEGPUBLIC SVC ENTERPRISE GROUP | 5,450 | $442,322 | 0.2% |
| 89 | CWCURTISS WRIGHT CORP | 545 | $412,979 | 0.2% |
| 90 | AVGOBROADCOM INC | 1,090 | $411,748 | 0.2% |
| 91 | FDXFEDEX CORP | 1,290 | $403,938 | 0.2% |
| 92 | VRTXVERTEX PHARMACEUTICALS INC | 732 | $363,606 | 0.1% |
| 93 | TDTORONTO DOMINION BK ONT | 2,410 | $292,646 | 0.1% |
| 94 | VVISA INC | 799 | $274,120 | 0.1% |
| 95 | AZNASTRAZENECA PLC | 1,400 | $265,468 | 0.1% |
| 96 | ALLEALLEGION PLC | 1,519 | $213,404 | 0.1% |
| 97 | ORCLORACLE CORP | 1,450 | $212,498 | 0.1% |
| 98 | VPUVANGUARD WORLD FD | 1,075 | $210,410 | 0.1% |
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.