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Holders — by stockHoldings — by fund

MRP Capital Investments, 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 1964831

$135.7M

disclosed book value

223

positions

5.3%

largest position share

Positions, as of 2026-06-30

top 100 of 223 · 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
1IVVISHARES TR9,628$7.2M5.3%
2IJRISHARES TR40,110$5.9M4.4%
3DELLDELL TECHNOLOGIES INC11,440$4.9M3.6%
4ALABASTERA LABS INC9,545$4.6M3.4%
5GOOGALPHABET INC12,625$4.5M3.3%
6STRLSTERLING INFRASTRUCTURE INC5,053$4.2M3.1%
7FTNTFORTINET INC27,143$4.2M3.1%
8PANWPALO ALTO NETWORKS INC10,900$3.7M2.7%
9SNEXSTONEX GROUP INC29,933$3.5M2.6%
10LLYELI LILLY & CO2,932$3.5M2.6%
11AAPLAPPLE INC11,854$3.4M2.5%
12WMTWALMART INC27,992$3.2M2.3%
13JPMJPMORGAN CHASE & CO9,208$3.0M2.2%
14GLDSPDR GOLD TR7,963$2.9M2.2%
15TSLATESLA INC6,873$2.9M2.1%
16AMZNAMAZON COM INC11,912$2.8M2.1%
17BWXTBWX TECHNOLOGIES INC14,233$2.8M2%
18NVDANVIDIA CORPORATION13,822$2.8M2%
19MSFTMICROSOFT CORP7,357$2.7M2%
20BEBLOOM ENERGY CORP9,050$2.7M2%
21METAMETA PLATFORMS INC4,693$2.6M1.9%
22VLOVALERO ENERGY CORP8,214$2.1M1.6%
23VRTXVERTEX PHARMACEUTICALS INC3,810$1.9M1.4%
24PLTRPALANTIR TECHNOLOGIES INC15,392$1.8M1.3%
25KMIKINDER MORGAN INC DEL55,700$1.8M1.3%
26KOFCOCA-COLA FEMSA SAB DE CV16,395$1.7M1.3%
27TOLTOLL BROTHERS INC10,339$1.7M1.3%
28JNJJOHNSON & JOHNSON6,201$1.6M1.2%
29NU HLDGS LTD117,825$1.6M1.2%
30LUMNLUMEN TECHNOLOGIES INC199,100$1.5M1.1%
31DRSLEONARDO DRS INC34,275$1.5M1.1%
32NOCNORTHROP GRUMMAN CORP2,870$1.5M1.1%
33BITBBITWISE BITCOIN ETF TR45,568$1.5M1.1%
34MPMP MATERIALS CORP21,925$1.2M0.9%
35CMECME GROUP INC5,520$1.2M0.9%
36SOLVSOLVENTUM CORP15,405$1.2M0.9%
37PFEPFIZER INC47,847$1.2M0.8%
38CAHCARDINAL HEALTH INC4,825$1.1M0.8%
39BROOKFIELD INFRASTRUCTURE PA29,475$1.1M0.8%
40FNDESCHWAB STRATEGIC TR26,343$1.0M0.8%
41NEENEXTERA ENERGY INC11,380$998,8490.7%
42MPCMARATHON PETE CORP3,525$901,2380.7%
43BATRAATLANTA BRAVES HLDGS INC15,675$882,6600.7%
44JHCBJOHN HANCOCK EXCHANGE TRADED41,134$872,4530.6%
45AMATAPPLIED MATLS INC1,205$871,2150.6%
46CATCATERPILLAR INC770$819,9740.6%
47HFXINEW YORK LIFE INVESTMENTS ET21,000$799,8900.6%
48WMWASTE MGMT INC DEL3,559$793,3770.6%
49GOOGLALPHABET INC2,130$761,2010.6%
50BACBANK OF AMER CORP13,000$740,7400.5%
51AGGISHARES TR7,085$701,2740.5%
52IWMISHARES TR2,320$697,0460.5%
53TFLOISHARES TR12,700$643,0010.5%
54ECHOECHOSTAR CORP6,050$614,0750.5%
55TKOTKO GROUP HOLDINGS INC2,988$601,5150.4%
56SMRNUSCALE PWR CORP51,950$521,0590.4%
57PZAINVESCO EXCH TRADED FD TR II21,861$514,1710.4%
58ALBALBEMARLE CORP3,740$505,0130.4%
59LEUCENTRUS ENERGY CORP2,905$487,6630.4%
60IAUISHARES GOLD TR6,250$471,9380.3%
61COSTCOSTCO WHOLESALE CORPORATION500$467,7350.3%
62CONSOLIDATED WATER CO INC15,225$449,1380.3%
63ROYALTY PHARMA PLC8,000$448,5600.3%
64HDHOME DEPOT INC1,265$446,1410.3%
65RSPINVESCO EXCHANGE TRADED FD T2,000$425,5400.3%
66DEDEERE & CO650$412,3150.3%
67EEMISHARES TR6,000$410,4600.3%
68MUMICRON TECHNOLOGY INC346$399,6000.3%
69SFMSPROUTS FMRS MKT INC4,450$376,3810.3%
70MEARISHARES U S ETF TR7,000$352,6600.3%
71GBTCGRAYSCALE BITCOIN TRUST ETF7,590$345,4970.3%
72EPREPR PPTYS5,915$343,1310.3%
73KTOSKRATOS DEFENSE & SEC SOLUTIO6,750$336,5550.2%
74ZIM INTEGRATED SHIPPING SERV12,800$332,8000.2%
75SPGSIMON PPTY GROUP INC NEW1,475$329,8850.2%
76GSGOLDMAN SACHS GROUP INC290$293,2980.2%
77IWFISHARES TR2,352$292,0480.2%
78IWRISHARES TR2,646$291,9070.2%
79TRVTRAVELERS COMPANIES INC805$265,7470.2%
80RTXRTX CORPORATION1,300$246,6490.2%
81AMGNAMGEN INC650$235,3780.2%
82EXMOCEXXON MOBIL CORP1,712$234,0650.2%
83USHYISHARES TR6,206$229,7470.2%
84CPNGCOUPANG INC12,250$212,7830.2%
85SNOWSNOWFLAKE INC800$203,6000.2%
86ACCENTURE PLC IRELAND1,500$186,6600.1%
87MNANEW YORK LIFE INVESTMENTS ET5,000$182,3980.1%
88CHCOCITY HLDG CO1,249$165,6680.1%
89ASML HLDG NV82$163,1350.1%
90EPR 9 PERP EEPR PPTYS5,075$161,2330.1%
91INDAISHARES TR3,191$157,6040.1%
92TSMTAIWAN SEMICONDUCTOR MANUFAC325$155,2110.1%
93CRWDCROWDSTRIKE HLDGS INC200$152,6280.1%
94SPYSTATE STR SPDR S&P 500 ETF T204$152,3420.1%
95SLVISHARES SILVER TR2,800$149,7160.1%
96PFFISHARES TR4,739$144,4930.1%
97SOSOUTHERN CO1,500$143,5650.1%
98PGRPROGRESSIVE CORP650$142,0100.1%
99IEFAISHARES TR1,347$130,0940.1%
100ABBVABBVIE INC512$128,8400.1%

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.

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