COMMONS CAPITAL, LLC — 13F Holdings

2026 Q2  ·  101 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, COMMONS CAPITAL, LLC maintained a portfolio of 101 distinct positions. The most significant new addition was HCA HEALTHCARE INC, now representing 2.43% of the total fund value. They heavily accumulated shares in MEDIFAST INC, increasing the position by 294.5%. Conversely, COMMONS CAPITAL, LLC completely exited their position in HONEYWELL INTL INC.
Position History hover any row below to update
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COMMONS CAPITAL, LLC Jackson, WY RIA / Wealth Manager AUM $142M
PCA Score Concentration Risk
Risk ENB
Total Positions
101
Quarter
2026 Q2
Top Holding
NVDA (14.1%)
Top 10 Concentration
58.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 101

COMMONS CAPITAL, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 14.05% 14.51% #1
Prev: #1
6.5
879 0.9%
P
S
100,365 $20,081,936 2022 Q1 13F Filing 2026-06-30 2026-07-30
GOOGL
ALPHABET INC
Communication Services 7.98% 7.52% #2 1
Prev: #3
5.2
674 2.2%
P
S
31,931 $11,411,213 2022 Q1 13F Filing 2026-06-30 2026-07-30
AVGO
BROADCOM INC
Technology 7.84% 7.62% #3 1
Prev: #2
4.6
185 0.6%
P
S
29,645 $11,198,449 2022 Q1 13F Filing 2026-06-30 2026-07-30
AAPL
APPLE INC
Technology 7.06% 7.36% #4
Prev: #4
3.8
161 0.5%
P
S
34,849 $10,083,780 2022 Q1 13F Filing 2026-06-30 2026-07-30
AMZN
AMAZON COM INC
Consumer Cyclical 5.15% 5.29% #5
Prev: #5
3.1
455 1.5%
P
S
30,859 $7,355,012 2022 Q1 13F Filing 2026-06-30 2026-07-30
PANW
PALO ALTO NETWO...
Technology 5.12% 2.86% #6 1
Prev: #7
2.5
135 0.6%
P
S
21,451 $7,315,220 2022 Q2 13F Filing 2026-06-30 2026-07-30
MSFT
MICROSOFT CORP
Technology 3.22% 3.83% #7 1
Prev: #6
1.8
-9 -0.1%
P
S
12,355 $4,608,690 2022 Q1 13F Filing 2026-06-30 2026-07-30
CRWD
CROWDSTRIKE HLD...
Technology 2.97% 1.81% #8 4
Prev: #12
1.7
22 0.4%
P
S
5,560 $4,243,058 2024 Q3 13F Filing 2026-06-30 2026-07-30
HCA
HCA HEALTHCARE ...
Healthcare 2.43% #9
Prev: #—
4.5
8,898
NEW
8,898 $3,469,241 2026 Q2 13F Filing 2026-06-30 2026-07-30
GSL
GLOBAL SHIP LEA...
Industrials 2.26% 2.68% #10 2
Prev: #8
1.9
no change no change
P
S
86,000 $3,233,600 2025 Q1 13F Filing 2026-06-30 2026-07-30
META
META PLATFORMS ...
Communication Services 2.09% 2.63% #11 2
Prev: #9
1.3
-209 -3.8%
P
S
5,293 $2,981,424 2022 Q1 13F Filing 2026-06-30 2026-07-30
COST
COSTCO WHOLESAL...
Consumer Defensive 1.91% 2.40% #12 2
Prev: #10
1.3
43 1.5%
P
S
2,920 $2,731,224 2022 Q1 13F Filing 2026-06-30 2026-07-30
JPM
JPMORGAN CHASE ...
Financial Services 1.85% 1.97% #13 2
Prev: #11
1.2
101 1.3%
P
S
8,098 $2,650,704 2022 Q1 13F Filing 2026-06-30 2026-07-30
ETN
EATON CORP PLC
Industrials 1.82% 1.80% #14 1
Prev: #13
1.2
68 1.1%
P
S
6,088 $2,594,216 2025 Q1 13F Filing 2026-06-30 2026-07-30
TD
TORONTO DOMINIO...
Financial Services 1.53% 1.40% #15 4
Prev: #19
1.1
27 0.2%
P
S
17,990 $2,184,529 2022 Q1 13F Filing 2026-06-30 2026-07-30
MP
MP MATERIALS CO...
Basic Materials 1.41% 1.49% #16 1
Prev: #17
1.1
-807 -2.2%
P
S
36,023 $2,017,673 2025 Q4 13F Filing 2026-06-30 2026-07-30
GLD
SPDR GOLD TR
ETF 1.28% 1.79% #17 3
Prev: #14
1.0
-37 -0.7%
P
S
4,949 $1,823,106 2022 Q1 13F Filing 2026-06-30 2026-07-30
ACN
ACCENTURE PLC I...
Technology 1.18% 0.90% #18 9
Prev: #27
3.5
8,100 150.0%
P
S
13,500 $1,679,940 2026 Q1 13F Filing 2026-06-30 2026-07-30
GOOG
ALPHABET INC
Communication Services 1.17% 1.20% #19 1
Prev: #20
1.0
-299 -6.0%
P
S
4,717 $1,666,560 2022 Q1 13F Filing 2026-06-30 2026-07-30
MED
MEDIFAST INC
Consumer Cyclical 1.11% 0.32% #20 34
Prev: #54
3.4
111,916 294.5%
P
S
149,916 $1,590,609 2023 Q3 13F Filing 2026-06-30 2026-07-30
TMO
THERMO FISHER S...
Healthcare 0.90% 1.06% #21 2
Prev: #23
0.9
-12 -0.5%
P
S
2,567 $1,286,805 2022 Q1 13F Filing 2026-06-30 2026-07-30
GD
GENERAL DYNAMIC...
Industrials 0.88% 1.00% #22 3
Prev: #25
0.9
70 2.0%
P
S
3,560 $1,261,036 2022 Q2 13F Filing 2026-06-30 2026-07-30
VALE
VALE S A
Basic Materials 0.84% 1.06% #23 1
Prev: #22
1.3
no change no change
P
S
80,000 $1,203,200 2024 Q4 13F Filing 2026-06-30 2026-07-30
TJX
TJX COS INC NEW
Consumer Cyclical 0.79% 0.98% #24 2
Prev: #26
0.8
139 1.9%
P
S
7,467 $1,131,221 2022 Q1 13F Filing 2026-06-30 2026-07-30
GIS
GENERAL MILLS I...
Consumer Defensive 0.75% #25
Prev: #—
3.8
30,600
NEW
30,600 $1,064,880 2026 Q2 13F Filing 2026-06-30 2026-07-30
IMPP
IMPERIAL PETE I...
Energy 0.72% 0.25% #26 37
Prev: #63
3.3
151,624 213.6%
P
S
222,624 $1,026,297 2026 Q1 13F Filing 2026-06-30 2026-07-30
ORLY
OREILLY AUTOMOT...
Consumer Cyclical 0.69% 0.82% #27 4
Prev: #31
0.8
150 1.4%
P
S
10,733 $988,402 2022 Q1 13F Filing 2026-06-30 2026-07-30
MTDR
MATADOR RES CO
Energy 0.69% 1.06% #28 4
Prev: #24
0.8
-166 -0.8%
P
S
19,834 $987,337 2026 Q1 13F Filing 2026-06-30 2026-07-30
KHC
KRAFT HEINZ CO
Consumer Defensive 0.68% #29
Prev: #—
3.8
40,858
NEW
40,858 $965,073 2026 Q2 13F Filing 2026-06-30 2026-07-30
N/A
HONEYWELL INTL ...
Unknown 0.66% #30
Prev: #—
3.8
4,218
NEW
4,218 $944,410 13F Filing 2026-06-30 2026-07-30
LLY
ELI LILLY & CO
Healthcare 0.65% 0.54% #31 6
Prev: #37
2.3
78 11.1%
P
S
780 $935,836 2024 Q2 13F Filing 2026-06-30 2026-07-30
N/A
HONEYWELL AEROS...
Unknown 0.65% #32
Prev: #—
3.8
4,218
NEW
4,218 $932,515 13F Filing 2026-06-30 2026-07-30
ICE
INTERCONTINENTA...
Financial Services 0.57% 0.86% #33 5
Prev: #28
0.7
122 1.9%
P
S
6,655 $819,328 2022 Q1 13F Filing 2026-06-30 2026-07-30
NOG
NORTHERN OIL & ...
Energy 0.57% 1.10% #34 13
Prev: #21
1.2
no change no change
P
S
45,000 $816,750 2025 Q3 13F Filing 2026-06-30 2026-07-30
SM
SM ENERGY COMPA...
Energy 0.55% #35
Prev: #—
3.7
30,000
NEW
30,000 $783,000 2025 Q4 13F Filing 2026-06-30 2026-07-30
XOM
EXXON MOBIL COR...
Energy 0.54% 0.79% #36 4
Prev: #32
0.7
15 0.3%
P
S
5,617 $767,949 2022 Q1 13F Filing 2026-06-30 2026-07-30
AMT
AMERICAN TOWER ...
Real Estate 0.53% 0.67% #37 3
Prev: #34
0.7
18 0.4%
P
S
4,640 $759,034 2022 Q1 13F Filing 2026-06-30 2026-07-30
AMAT
APPLIED MATLS I...
Technology 0.52% 0.30% #38 20
Prev: #58
1.2
no change no change
P
S
1,033 $747,043 2022 Q1 13F Filing 2026-06-30 2026-07-30
QQQ
INVESCO QQQ TR
ETF 0.51% 0.48% #39
Prev: #39
0.7
2 0.2%
P
S
995 $732,416 2024 Q4 13F Filing 2026-06-30 2026-07-30
URNM
SPROTT FDS TR
ETF 0.50% 0.73% #40 7
Prev: #33
0.7
-211 -1.5%
P
S
13,607 $715,586 2024 Q2 13F Filing 2026-06-30 2026-07-30
TRMD
TORM PLC
Energy 0.49% 1.56% #41 25
Prev: #16
0.2
-40,000 -59.7%
P
S
27,000 $703,620 2025 Q2 13F Filing 2026-06-30 2026-07-30
WMT
WALMART INC
Consumer Defensive 0.47% 0.59% #42 7
Prev: #35
0.7
223 3.9%
P
S
5,896 $667,773 2022 Q1 13F Filing 2026-06-30 2026-07-30
EVT
EATON VANCE TAX...
Financial Services 0.47% 0.46% #43 3
Prev: #40
2.2
1,469 6.5%
P
S
24,031 $665,167 2022 Q1 13F Filing 2026-06-30 2026-07-30
ADBE
ADOBE INC
Technology 0.45% #44
Prev: #—
3.7
3,158
NEW
3,158 $647,351 2022 Q1 13F Filing 2026-06-30 2026-07-30
ETV
EATON VANCE TAX...
Financial Services 0.42% 0.44% #45 3
Prev: #42
2.2
2,248 5.9%
P
S
40,582 $603,865 2022 Q1 13F Filing 2026-06-30 2026-07-30
LNG
CHENIERE ENERGY...
Energy 0.41% 0.58% #46 10
Prev: #36
0.7
5 0.2%
P
S
2,455 $586,747 2024 Q2 13F Filing 2026-06-30 2026-07-30
EXG
EATON VANCE TAX...
Financial Services 0.41% 0.39% #47 2
Prev: #45
2.2
5,471 10.2%
P
S
59,008 $578,864 2022 Q1 13F Filing 2026-06-30 2026-07-30
EOI
EATON VANCE ENH...
Financial Services 0.38% 0.38% #48 2
Prev: #46
2.2
3,254 13.3%
P
S
27,766 $545,874 2022 Q1 13F Filing 2026-06-30 2026-07-30
SPXX
NUVEEN S&P 500 ...
Financial Services 0.38% 0.40% #49 5
Prev: #44
0.7
-457 -1.5%
P
S
29,091 $542,255 2026 Q1 13F Filing 2026-06-30 2026-07-30
DAC
DANAOS CORPORAT...
Industrials 0.37% 0.41% #50 7
Prev: #43
1.1
no change no change
P
S
4,336 $530,596 2026 Q1 13F Filing 2026-06-30 2026-07-30
Showing 1-50 of 101 holdings

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