Evid Invest
Holders — by stockHoldings — by fund

Generation 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 2054384

$163.0M

disclosed book value

83

positions

7.7%

largest position share

Positions, as of 2026-06-30

top 83 of 83 · 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
1TBILRBB FD INC251,388$12.5M7.7%
2GOOGALPHABET INC28,634$10.1M6.2%
3TFLOISHARES TR178,490$9.0M5.5%
4JAAAJANUS DETROIT STR TR176,965$8.9M5.5%
5AAPLAPPLE INC24,146$7.0M4.3%
6VOOVANGUARD INDEX FDS10,167$7.0M4.3%
7SPYSTATE STR SPDR S&P 500 ETF T6,859$5.1M3.1%
8SNDKSANDISK CORP1,885$4.3M2.6%
9AMZNAMAZON COM INC17,137$4.1M2.5%
10FLRNSPDR SERIES TRUST132,333$4.1M2.5%
11NVDANVIDIA CORPORATION20,168$4.0M2.5%
12MUMICRON TECHNOLOGY INC3,347$3.9M2.4%
13AVGOBROADCOM INC9,495$3.6M2.2%
14SPHQINVESCO EXCHANGE TRADED FD T38,243$3.4M2.1%
15IVVISHARES TR4,546$3.4M2.1%
16MSFTMICROSOFT CORP8,973$3.3M2.1%
17BNDVANGUARD BD INDEX FDS45,265$3.3M2%
18ALABASTERA LABS INC6,433$3.1M1.9%
19JEPQJ P MORGAN EXCHANGE TRADED F48,990$3.0M1.8%
20GOOGLALPHABET INC7,934$2.8M1.7%
21CCITIGROUP INC15,520$2.2M1.3%
22METAMETA PLATFORMS INC3,532$2.0M1.2%
23BACBANK OF AMER CORP34,888$2.0M1.2%
24GLWCORNING INC7,760$2.0M1.2%
25TSLATESLA INC4,095$1.7M1.1%
26VPLVANGUARD INTL EQUITY INDEX F14,029$1.6M1%
27TLTISHARES TR18,205$1.6M1%
28WMTWALMART INC13,804$1.6M1%
29JEPIJ P MORGAN EXCHANGE TRADED F27,101$1.5M0.9%
30IEIISHARES TR12,916$1.5M0.9%
31NEBIUS GROUP N.V.5,440$1.5M0.9%
32VUGVANGUARD INDEX FDS17,115$1.5M0.9%
33UNHUNITEDHEALTH GROUP INC3,516$1.5M0.9%
34SBUXSTARBUCKS CORP14,114$1.4M0.9%
35AAAUGOLDMAN SACHS PHYSICAL GOLD36,445$1.4M0.9%
36IEFISHARES TR14,636$1.4M0.8%
37ROBOEXCHANGE TRADED CONCEPTS TRU15,900$1.4M0.8%
38MCDMCDONALDS CORP4,793$1.3M0.8%
39IGVISHARES TR14,080$1.3M0.8%
40UBERUBER TECHNOLOGIES INC17,440$1.3M0.8%
41HGROETF OPPORTUNITIES TRUST39,750$1.2M0.8%
42APDAIR PRODUCTS AND CHEMICALS I4,231$1.2M0.8%
43SPEMSPDR INDEX SHS FDS23,142$1.2M0.7%
44SPCXSPACE EXPLORATION TECHN CORP6,354$1.1M0.7%
45IAUISHARES GOLD TR14,250$1.1M0.7%
46MRKMERCK & CO INC8,294$1.1M0.7%
47JPSTJ P MORGAN EXCHANGE TRADED F20,850$1.1M0.6%
48HYGISHARES TR12,830$1.0M0.6%
49PSAPUBLIC STORAGE2,928$932,0120.6%
50ASTSAST SPACEMOBILE INC10,190$905,4830.6%
51JNJJOHNSON & JOHNSON3,377$857,6570.5%
52MPMP MATERIALS CORP15,000$840,1500.5%
53SJNKSPDR SERIES TRUST32,575$815,3520.5%
54SYYSYSCO CORP7,793$651,3390.4%
55UNPUNION PAC CORP2,346$638,1120.4%
56COFCAPITAL ONE FINL CORP3,171$636,0670.4%
57PGPROCTER & GAMBLE CO4,127$605,1830.4%
58MAMASTERCARD INCORPORATED1,147$589,0990.4%
59XHBSPDR SERIES TRUST5,000$577,8000.4%
60BILSPDR SERIES TRUST6,247$572,4750.4%
61NFLXNETFLIX INC.7,800$556,9200.3%
62IWBISHARES TR1,190$487,3050.3%
63PMPHILIP MORRIS INTL INC2,675$483,9340.3%
64ABBVABBVIE INC1,830$460,5010.3%
65VKTXVIKING THERAPEUTICS INC11,630$453,6860.3%
66SCHDSCHWAB STRATEGIC TR13,441$426,2140.3%
67TJXTJX COS INC NEW2,468$373,9020.2%
68DEODIAGEO PLC4,555$366,1310.2%
69ADXADAMS DIVERSIFIED EQUITY FD13,829$353,3260.2%
70DUKDUKE ENERGY CORP NEW2,785$352,5250.2%
71PEPPEPSICO INC2,580$349,3320.2%
72QQQINVESCO QQQ TR447$329,1710.2%
73MDYSTATE STR SPDR S&P MIDCAP 40455$320,0200.2%
74COPXGLOBAL X FDS4,000$307,8800.2%
75UPSUNITED PARCEL SVCS INC2,847$306,0520.2%
76JPMJPMORGAN CHASE & CO871$285,1040.2%
77IREN LIMITED5,505$251,7440.2%
78SPMOINVESCO EXCH TRADED FD TR II1,515$244,7330.2%
79PMOPUTNAM MUN OPPORTUNITIES TR22,748$239,7640.1%
80PALLABRDN PALLADIUM ETF TRUST10,750$237,3600.1%
81STMSTMICROELECTRONICS N V3,000$224,6700.1%
82MSMORGAN STANLEY963$201,3060.1%
83ABEVAMBEV SA15,000$47,1000%

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.
Generation Capital Management LLC — 13F Holdings & Portfolio | EvidInvest | EvidInvest