2026 Q2 Portfolio Activity
In 2026 Q2, Galilei Investment Office LLP maintained a portfolio of 28 distinct positions. The most significant new addition was FEDEX FGHT HLDG CO INC, now representing 0.25% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 18.0%.
Position History
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Total Positions
28
Quarter
2026 Q2
Top Holding
SPY (26.3%)
Top 10 Concentration
86.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28
Galilei Investment Office LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 26.29% | 25.86% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
76,730 | $57,299,662 |
$551.63
+38.6%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 22.66% | 22.00% |
#2
Prev: #2
|
6.0 |
—
|
859 | 1.2% |
P
S
|
71,908 | $49,387,133 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 13.35% | 13.95% |
#3
Prev: #3
|
5.5 |
—
|
2,000 | 0.6% |
P
S
|
328,614 | $29,095,483 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IGSB
ISHARES TR
|
ETF | 6.10% | 5.85% |
#4
Prev: #4
|
4.9 |
—
|
38,775 | 18.0% |
P
S
|
253,721 | $13,297,518 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NOBL
PROSHARES TR
|
ETF | 4.53% | 4.83% |
#5
Prev: #5
|
5.3 |
—
|
87,951 | 100.0% |
P
S
|
175,902 | $9,878,656 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IEMG
ISHARES INC
|
ETF | 3.88% | 3.60% |
#6
Prev: #6
|
2.1 |
—
|
2,500 | 2.5% |
P
S
|
102,000 | $8,449,680 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
EMXC
ISHARES INC
|
ETF | 2.73% | 2.37% |
#7
2
Prev: #9
|
2.1 |
—
|
no change | no change |
P
S
|
58,133 | $5,947,006 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.44% | 2.22% |
#8
2
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
14,900 | $5,324,813 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.35% | 2.65% |
#9
2
Prev: #7
|
1.4 |
—
|
-4,313 | -11.7% |
P
S
|
32,623 | $5,120,180 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.22% | 2.41% |
#10
2
Prev: #8
|
1.9 |
—
|
no change | no change |
P
S
|
9,690 | $4,848,779 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.89% | 2.17% |
#11
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
7,328 | $4,127,789 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 1.61% | 1.67% |
#12
Prev: #12
|
1.1 |
—
|
783 | 1.4% |
P
S
|
56,644 | $3,516,223 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.55% | 1.56% |
#13
1
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
9,974 | $3,373,706 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.20% | 1.34% |
#14
1
Prev: #15
|
1.5 |
—
|
no change | no change |
P
S
|
6,985 | $2,605,545 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SHEL
SHELL PLC
|
Energy | 1.14% | 1.57% |
#15
2
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
63,920 | $2,489,462 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AAPL
APPLE INC
|
Technology | 1.12% | 1.11% |
#16
1
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
8,449 | $2,444,803 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FDX
FEDEX CORP
|
Industrials | 1.02% | 1.31% |
#17
1
Prev: #16
|
1.4 |
—
|
no change | no change |
P
S
|
7,088 | $2,219,465 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.73% | 0.77% |
#18
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
19,577 | $1,591,023 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IWM
ISHARES TR
|
ETF | 0.69% | 0.64% |
#19
1
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
5,000 | $1,502,250 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
V
VISA INC
|
Financial Services | 0.68% | 0.68% |
#20
1
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
4,351 | $1,492,785 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
S
SENTINELONE INC
|
Technology | 0.45% | 0.38% |
#21
1
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
57,500 | $975,775 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.32% | 0.33% |
#22
1
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
11,825 | $705,834 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.32% | 0.47% |
#23
2
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
17,189 | $705,608 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
N/A
FEDEX FGHT HLDG...
|
|
Unknown | 0.25% | — |
#24
Prev: #—
|
3.6 |
—
|
3,544 | — |
NEW
|
3,544 | $535,144 | — | 13F Filing | 2026-06-30 | 2026-07-30 | ||
|
BKLN
INVESCO EXCH TR...
|
ETF | 0.18% | 0.16% |
#25
1
Prev: #24
|
2.6 |
—
|
4,900 | 33.3% |
P
S
|
19,600 | $399,252 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.15% | — |
#26
Prev: #—
|
3.6 |
—
|
4,277 | — |
NEW
|
4,277 | $322,700 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ICSH
ISHARES TR
|
ETF | 0.09% | 0.10% |
#27
2
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
4,000 | $202,320 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.04% | — |
#28
Prev: #—
|
3.5 |
—
|
2,075 | — |
NEW
|
2,075 | $79,327 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-28 of 28 holdings