Motley Fool Asset Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Motley Fool Asset Management Llc disclosed 245 stock positions valued at approximately $2.59B as of quarter-end June 30, 2026. The largest holdings include NVIDIA Corp., Alphabet Inc., and Apple Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 245
- Portfolio Value
- $2.59B
Holdings by Sector
Motley Fool Asset Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp. | NVDA | Technology | 8.42% | 1,091,010 | +124,328 | +12.86% | $218,300,191 |
| Alphabet Inc. | GOOG | Communication Services | 8.10% | 594,233 | +11,957 | +2.05% | $209,960,346 |
| Apple Inc. | AAPL | Technology | 7.61% | 681,882 | +105,356 | +18.27% | $197,309,376 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 5.14% | 559,628 | +34,157 | +6.50% | $133,381,738 |
| Microsoft Corp. | MSFT | Technology | 4.70% | 326,966 | +23,895 | +7.88% | $121,964,857 |
| Broadcom Inc | AVGO | Technology | 2.98% | 204,744 | -28,366 | -12.17% | $77,342,046 |
| Berkshire Hathaway Inc. | BRK-B | Financial Services | 2.97% | 153,688 | +67,345 | +78.00% | $76,903,938 |
| Walmart Inc | WMT | Consumer Defensive | 2.67% | 612,016 | +257,003 | +72.39% | $69,316,932 |
| Advanced Micro Devices Inc. | AMD | Technology | 2.60% | 116,034 | -15,728 | -11.94% | $67,405,311 |
| JPMorgan Chase & Co. | JPM | Financial Services | 2.38% | 188,228 | -24,940 | -11.70% | $61,612,671 |
| Intel Corporation | INTC | Technology | 2.00% | 371,153 | -39,219 | -9.56% | $51,824,093 |
| Meta Platforms Inc | META | Communication Services | 1.91% | 87,714 | -46,387 | -34.59% | $49,408,419 |
| Visa Inc | V | Financial Services | 1.88% | 142,296 | -23,873 | -14.37% | $48,820,335 |
| MasterCard Incorporated | MA | Financial Services | 1.88% | 94,969 | -11,566 | -10.86% | $48,776,078 |
| Tesla Inc | TSLA | Consumer Cyclical | 1.78% | 109,948 | -2,657 | -2.36% | $46,244,129 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 1.76% | 48,707 | -2,369 | -4.64% | $45,563,937 |
| Lam Research Corporation | LRCX | Other | 1.57% | 93,731 | -36,584 | -28.07% | $40,616,454 |
| Netflix, Inc. | NFLX | Communication Services | 1.07% | 387,607 | -14,716 | -3.66% | $27,675,140 |
| Chevron Corp. | CVX | Energy | 0.95% | 149,346 | -6,833 | -4.38% | $24,755,593 |
| StoneX Group Inc | SNEX | Financial Services | 0.92% | 200,904 | -67,364 | -25.11% | $23,807,124 |
| Goldman Sachs Group, Inc. | GS | Financial Services | 0.90% | 22,957 | -1,809 | -7.30% | $23,218,021 |
| Axon Enterprise Inc | AXON | Industrials | 0.74% | 34,198 | -1,172 | -3.31% | $19,171,741 |
| Equinix, Inc. | EQIX | Real Estate | 0.74% | 18,384 | -751 | -3.92% | $19,163,298 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | Technology | 0.68% | 37,175 | -1,620 | -4.18% | $17,753,665 |
| Palo Alto Networks Inc | PANW | Technology | 0.66% | 50,491 | -15,992 | -24.05% | $17,218,441 |
| The TJX Companies Inc. | TJX | Consumer Cyclical | 0.61% | 105,113 | +2,079 | +2.02% | $15,924,620 |
| Arista Networks Inc | ANET | Other | 0.60% | 91,409 | -22,308 | -19.62% | $15,528,561 |
| Crowdstrike Holdings Inc | CRWD | Technology | 0.57% | 19,222 | -5,213 | -21.33% | $14,669,077 |
| Salesforce Inc. | CRM | Technology | 0.55% | 91,732 | -17,389 | -15.94% | $14,370,735 |
| T-Mobile US Inc | TMUS | Communication Services | 0.54% | 84,061 | -3,117 | -3.58% | $14,099,552 |
Showing 30 of 245 holdings in the latest reporting period.