Evid Invest
Holders — by stockHoldings — by fund

ISLAY CAPITAL MANAGEMENT, 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 1738560

$216.3M

disclosed book value

231

positions

7.3%

largest position share

Positions, as of 2026-06-30

top 100 of 231 · 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
1BILSPDR SERIES TRUST171,604$15.7M7.3%
2SCHDSCHWAB STRATEGIC TR479,137$15.2M7%
3UYLDANGEL OAK FUNDS TRUST218,490$11.1M5.2%
4AVUVAMERICAN CENTY ETF TR81,666$10.2M4.7%
5CORPPIMCO ETF TR85,564$8.3M3.8%
6RSPTINVESCO EXCHANGE TRADED FD T118,157$7.6M3.5%
7FRDMEA SERIES TRUST85,415$6.2M2.9%
8SCHBSCHWAB STRATEGIC TR188,620$5.5M2.5%
9AAPLAPPLE INC18,480$5.3M2.5%
10SCHOSCHWAB STRATEGIC TR219,598$5.3M2.5%
11BRK/BBERKSHIRE HATHAWAY INC DEL9,720$4.9M2.2%
12IEMGISHARES INC47,543$3.9M1.8%
13JCPBJ P MORGAN EXCHANGE TRADED F82,197$3.9M1.8%
14MSFTMICROSOFT CORP9,561$3.6M1.6%
15CASYCASEYS GEN STORES INC4,462$3.5M1.6%
16AMZNAMAZON COM INC14,777$3.5M1.6%
17EMBISHARES TR36,074$3.5M1.6%
18VCSHVANGUARD SCOTTSDALE FDSPUT43,000$3.4M1.6%
19IEFAISHARES TR32,342$3.1M1.4%
20GOOGLALPHABET INC8,549$3.1M1.4%
21DGROISHARES TR36,216$2.7M1.3%
22WFCWELLS FARGO & CO33,134$2.7M1.3%
23IVVISHARES TR3,493$2.6M1.2%
24JNJJOHNSON & JOHNSON9,511$2.4M1.1%
25LMTLOCKHEED MARTIN CORP4,730$2.4M1.1%
26PLDPROLOGIS INC.16,598$2.2M1%
27NVDANVIDIA CORPORATION11,146$2.2M1%
28FIDELITY MERRIMACK STR TR47,166$2.2M1%
29CARYANGEL OAK FUNDS TRUST104,900$2.2M1%
30ALSNALLISON TRANSMISSION HLDGS I18,440$2.1M1%
31OHIOMEGA HEALTHCARE INVS INC42,085$2.0M0.9%
32FIDELITY MERRIMACK STR TR38,753$1.9M0.9%
33SYKSTRYKER CORPORATION5,854$1.8M0.9%
34PLTRPALANTIR TECHNOLOGIES INC14,968$1.7M0.8%
35SPTLSPDR SERIES TRUST64,330$1.7M0.8%
36VVISA INC4,752$1.6M0.8%
37EXMOCEXXON MOBIL CORP11,676$1.6M0.7%
38INVESCO EXCH TRADED FD TR II87,277$1.6M0.7%
39SLBSLB LIMITED34,138$1.6M0.7%
40ONEQFIDELITY COMWLTH TR13,844$1.4M0.7%
41NUVEEN S&P 500 DYNAMIC OVERW75,984$1.4M0.7%
42CNSCOHEN & STEERS INC18,517$1.4M0.7%
43TAT&T INC67,335$1.4M0.6%
44CVXCHEVRON CORPORATION7,672$1.3M0.6%
45PHYSSPROTT ASSET MANAGEMENT LP40,161$1.2M0.6%
46NBHCNATIONAL BK HLDGS CORP26,945$1.2M0.6%
47KKRKKR & CO INC12,878$1.2M0.5%
48MPCMARATHON PETE CORP4,605$1.2M0.5%
49DVYISHARES TR7,498$1.2M0.5%
50COPCONOCOPHILLIPS11,220$1.2M0.5%
51SCHWSCHWAB CHARLES CORP12,536$1.2M0.5%
52AMLPALPS ETF TR21,926$1.1M0.5%
53SCHGSCHWAB STRATEGIC TR33,159$1.1M0.5%
54DEMWISDOMTREE TR20,343$1.1M0.5%
55CORCENCORA INC3,772$1.1M0.5%
56PRGPROG HOLDINGS INC22,495$1.0M0.5%
57CATHGLOBAL X FDS11,300$1.0M0.5%
58CAHCARDINAL HEALTH INC4,104$974,9460.5%
59PSLVSPROTT ASSET MANAGEMENT LP51,124$964,7100.4%
60APOAPOLLO GLOBAL MGMT INC7,757$917,7310.4%
61BBWIBATH & BODY WORKS INC37,584$869,3180.4%
62HYGISHARES TR10,637$850,6410.4%
63METAMETA PLATFORMS INC1,510$850,5680.4%
64UHSUNIVERSAL HLTH SVCS INC5,580$829,6900.4%
65PARRPAR PAC HOLDINGS INC14,728$825,9460.4%
66DINOHF SINCLAIR CORP11,838$824,5170.4%
67CITHE CIGNA GROUP2,981$821,8020.4%
68BBYBEST BUY INC10,611$805,1630.4%
69CONSTELLIUM SE24,269$773,4530.4%
70MUBISHARES TR6,998$753,1250.3%
71TLTISHARES TR8,707$752,4590.3%
72NABORS INDUSTRIES LTD8,929$750,1250.3%
73SCHPSCHWAB STRATEGIC TR28,000$742,0000.3%
74WFC 7.5 PERP LWELLS FARGO & CO595$688,4150.3%
75HPQHP INC30,592$671,1880.3%
76PSXPHILLIPS 663,882$656,2520.3%
77DANDANA INC23,361$635,6530.3%
78TREELENDINGTREE INC11,907$527,3610.2%
79DYNFBLACKROCK ETF TRUST6,275$426,7630.2%
80QUALISHARES TR1,899$416,6980.2%
81PAAPLAINS ALL AMERN PIPELINE L18,300$407,3580.2%
82ISHARES TR7,798$399,4140.2%
83BAC 7.25 PERP LBANK OF AMER CORP300$376,3500.2%
84SIMPLIFY EXCHANGE TRADED FUN14,275$365,4400.2%
85SSBSOUTHSTATE BK CORP3,597$359,3400.2%
86IVWISHARES TR2,554$351,2520.2%
87PDXPIMCO DYNAMIC INCOME STRATEG16,047$334,1060.2%
88MTUMISHARES TR903$309,5750.1%
89IUSBISHARES TR6,392$294,9910.1%
90IVEISHARES TR1,212$275,1970.1%
91EFVISHARES TR3,587$274,5850.1%
92RTXRTX CORPORATION1,353$256,7050.1%
93SABINE RTY TR3,500$256,2000.1%
94BNDXVANGUARD CHARLOTTE FDS4,656$225,4900.1%
95OEFISHARES TR600$219,5220.1%
96BAIBLACKROCK ETF TRUST4,143$218,4190.1%
97HOMBHOME BANCSHARES INC7,548$215,4950.1%
98EFGISHARES TR1,727$214,8730.1%
99SOSOUTHERN CO2,203$210,8520.1%
100SLYGSPDR SERIES TRUST1,700$202,5210.1%

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.

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.