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Holders — by stockHoldings — by fund

Steadtrust LLC

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 0002097595

$197.7M

disclosed book value

132

positions

5.8%

largest position share

Positions, as of 2026-06-30

top 100 of 132 · 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
1AEMAGNICO EAGLE MINES LTD73,769$11.4M5.8%
2GLWCORNING INC41,891$10.7M5.4%
3EXMOCEXXON MOBIL CORP75,636$10.3M5.2%
4COHRCOHERENT CORP22,730$9.0M4.5%
5AAPLAPPLE INC26,577$7.7M3.9%
6SEAGATE TECHNOLOGY HLDNGS PL7,480$7.2M3.7%
7DELLDELL TECHNOLOGIES INC15,292$6.6M3.3%
8HLHECLA MINING COMPANY416,180$6.4M3.2%
9PAASPAN AMERN SILVER CORP133,150$6.0M3%
10CREDO TECHNOLOGY GROUP HOLDI20,040$5.4M2.8%
11GOOGALPHABET INC13,444$4.8M2.4%
12MSFTMICROSOFT CORP11,277$4.2M2.1%
13WMBWILLIAMS COS INC49,750$3.7M1.9%
14JBLJABIL INC9,130$3.5M1.8%
15GOOGLALPHABET INC9,489$3.4M1.7%
16DARDARLING INGREDIENTS INC59,000$3.2M1.6%
17CDECOEUR MNG INC182,709$3.0M1.5%
18GSGOLDMAN SACHS GROUP INC2,719$2.7M1.4%
19BXBLACKSTONE INC20,003$2.4M1.2%
20HPEHEWLETT PACKARD ENTERPRISE C50,942$2.3M1.2%
21JBS N.V.191,130$2.3M1.1%
22AGIALAMOS GOLD INC73,530$2.2M1.1%
23TDYTELEDYNE TECHNOLOGIES INC3,316$2.2M1.1%
24AERCAP HOLDINGS NV14,450$2.1M1.1%
25POWLPOWELL INDS INC6,835$2.0M1%
26AMZNAMAZON COM INC8,187$2.0M1%
27QCOMQUALCOMM INC10,492$1.9M1%
28AESIATLAS ENERGY SOLUTIONS INC102,000$1.7M0.9%
29WMTWALMART INC14,719$1.7M0.8%
30ECGEVERUS CONSTR GROUP9,850$1.6M0.8%
31CNQCANADIAN NAT RES LTD MED TER39,380$1.6M0.8%
32LINCLINCOLN EDL SVCS CORP30,290$1.5M0.8%
33CRESYCRESUD S A C I F Y A130,608$1.5M0.7%
34LLYELI LILLY & CO1,197$1.4M0.7%
35RIORIO TINTO PLC15,020$1.4M0.7%
36INMODE LTD91,500$1.3M0.7%
37EMBISHARES TR13,251$1.3M0.6%
38TEVATEVA PHARMACEUTICAL INDS LTD36,300$1.2M0.6%
39AROCARCHROCK INC30,000$1.2M0.6%
40SOBOSOUTH BOW CORP33,920$1.2M0.6%
41VISNVISTANCE NETWORKS INC90,100$1.2M0.6%
42KMIKINDER MORGAN INC DEL35,700$1.1M0.6%
43PANWPALO ALTO NETWORKS INC3,344$1.1M0.6%
44BUNGE GLOBAL SA10,343$1.1M0.6%
45DRAMROUNDHILL ETF TRUST14,380$1.1M0.5%
46AGNCAGNC INVT CORP94,592$1.0M0.5%
47CAGCONAGRA BRANDS INC76,200$1.0M0.5%
48NVDANVIDIA CORPORATION5,074$1.0M0.5%
49YPFYPF SOCIEDAD ANONIMA22,000$1.0M0.5%
50KKRKKR & CO INC10,800$991,2240.5%
51CVSCVS HEALTH CORP9,175$949,1540.5%
52BIDUBAIDU INC8,225$940,0350.5%
53RTXRTX CORPORATION4,828$916,0160.5%
54JXNJACKSON FINANCIAL INC8,930$914,3430.5%
55NVSNOVARTIS AG5,769$904,1180.5%
56LPTHLIGHTPATH TECHNOLOGIES INC53,379$872,7470.4%
57NEMNEWMONT CORP9,286$867,3120.4%
58JNJJOHNSON & JOHNSON3,301$838,3550.4%
59NMIHNMI HLDGS INC20,000$821,8000.4%
60GGALGRUPO FINANCIERO GALICIA S.A14,804$740,6440.4%
61INTCINTEL CORP5,239$731,5220.4%
62WYWEYERHAEUSER CO30,075$719,9960.4%
63TGSTRANSPORTADORA DE GAS DEL SU23,900$710,5470.4%
64PPTAPERPETUA RESOURCES CORP32,900$683,0040.3%
65MRKMERCK & CO INC5,299$680,9340.3%
66HQYHEALTHEQUITY INC7,520$679,2060.3%
67MSIMOTOROLA SOLUTIONS INC1,630$676,9230.3%
68BMYBRISTOL-MYERS SQUIBB CO11,732$675,9980.3%
69CNMCORE & MAIN INC13,980$674,5350.3%
70EPOLISHARES TR17,000$656,3700.3%
71ADBEADOBE INC3,200$656,0640.3%
72TIPTTIPTREE INC36,274$650,0300.3%
73AMTMAMENTUM HOLDINGS INC30,400$628,3680.3%
74ABBVABBVIE INC2,432$611,9400.3%
75NUVNUVEEN MUN VALUE FD INC66,000$608,5200.3%
76WTTRSELECT WATER SOLUTIONS INC30,000$599,4000.3%
77KWEBKRANESHARES TRUST23,700$579,9390.3%
78TSLATESLA INC1,334$561,0800.3%
79BABAALIBABA GROUP HLDG LTD5,832$559,7550.3%
80IDXXIDEXX LABS INC1,050$552,7620.3%
81MSAMSA SAFETY INC3,155$550,8000.3%
82JPMJPMORGAN CHASE & CO1,647$539,1750.3%
83VLOVALERO ENERGY CORP2,040$531,2980.3%
84LULULULULEMON ATHLETICA INC4,650$530,9370.3%
85SBSWSIBANYE STILLWATER LTD61,000$517,8900.3%
86TRPTC ENERGY CORP7,800$517,0620.3%
87LWAYLIFEWAY FOODS INC16,000$477,4400.2%
88HIMXHIMAX TECHNOLOGIES INC31,064$476,5220.2%
89GEGE AEROSPACE1,267$473,6520.2%
90PMPHILIP MORRIS INTL INC2,589$468,4360.2%
91EMBJEMBRAER S.A.7,300$465,7400.2%
92KHCKRAFT HEINZ CO19,400$458,2280.2%
93ICCCIMMUCELL CORP45,370$455,9690.2%
94GNRCGENERAC HLDGS INC1,550$453,8560.2%
95KBRKBR INC13,000$448,8900.2%
96FEIMFREQUENCY ELECTRS INC6,700$444,5450.2%
97JOHNSON CONTROLS INTERNATION2,951$431,1710.2%
98NXPNUVEEN SELECT TAX-FREE INCOM30,000$429,3000.2%
99TSNTYSON FOODS INC7,320$419,0700.2%
100WDSWOODSIDE ENERGY GROUP LTD21,500$415,3800.2%

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.

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