Defender Capital, LLC. Top Holdings and 13F Report (2026) About Defender Capital, LLC.Investment ActivityDefender Capital, LLC. has $319.15 million in total holdings as of September 30, 2026.Defender Capital, LLC. owns shares of 38 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.15% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Defender Capital, LLC. has purchased 37 new stocks and bought additional shares in 12 stocks.Defender Capital, LLC. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $59,810,547Berkshire Hathaway $49,943,888Danaher $32,784,406Axon Enterprise $30,383,414VERALTO CORP $23,266,765 Largest New Holdings this Quarter 81762P102 - ServiceNow $268,020 Holding375558103 - Gilead Sciences $223,575 Holding Largest Purchases this Quarter Monster Beverage 187,300 shares (about $7.80M)Amazon.com 15,160 shares (about $3.78M)Intuitive Surgical 7,170 shares (about $2.92M)PALANTIR TECHNOLOGIES INC 10,070 shares (about $1.88M)Atomera 299,000 shares (about $1.30M) Largest Sales this Quarter Axon Enterprise 2,575 shares (about $1.09M)Vanguard S&P 500 ETF 1,000 shares (about $700.86K)Berkshire Hathaway 1,030 shares (about $512.89K)VERALTO CORP 1,822 shares (about $171.85K)Danaher 739 shares (about $163.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDefender Capital, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$59,810,547$1,883,594 ▲3.3%319,75718.7%CL ABRK.BBerkshire Hathaway$49,943,888$512,889 ▼-1.0%100,29915.6%FinanceDHRDanaher$32,784,406$163,726 ▼-0.5%147,97710.3%HealthcareAXONAxon Enterprise$30,383,414$1,087,989 ▼-3.5%71,9109.5%IndustrialsVERALTO CORP$23,266,765$171,851 ▼-0.7%246,6797.3%COMMNSTMonster Beverage$16,056,164$7,795,426 ▲94.4%385,7805.0%Consumer StaplesTDYTeledyne Technologies$14,867,452$84,953 ▼-0.6%24,5014.7%TechnologyAMZNAmazon.com$10,920,743$3,777,114 ▲52.9%43,8323.4%Consumer DiscretionaryTSLATesla$10,601,723$15,966 ▼-0.2%29,8803.3%Consumer DiscretionaryCOSTCostco Wholesale$10,519,048$50,069 ▲0.5%11,5553.3%Consumer StaplesGOOGLAlphabet$10,342,701$17,204 ▲0.2%30,0593.2%Communication ServicesSTAASTAAR Surgical$9,716,919$32,219 ▼-0.3%429,7623.0%HealthcareISRGIntuitive Surgical$6,766,324$2,915,537 ▲75.7%16,6402.1%HealthcareLCTXLineage Cell Therapeutics$6,354,353$47,785 ▲0.8%6,648,8992.0%HealthcareARM HOLDINGS PLC$5,926,154$35,339 ▼-0.6%20,4591.9%SPONSORED ADSESABESAB$2,777,847$368,996 ▲15.3%42,1650.9%IndustrialsVOOVanguard S&P 500 ETF$2,628,225$700,860 ▼-21.1%3,7500.8%ETFATOMAtomera$2,591,802$1,303,640 ▲101.2%594,4500.8%TechnologyNVDANVIDIA$2,223,051$502,436 ▲29.2%9,7340.7%TechnologyMSFTMicrosoft$1,878,4870.0%3,6620.6%TechnologyAAPLApple$1,317,439$333 ▲0.0%3,9560.4%TechnologyGOOGAlphabet$838,221$119,259 ▼-12.5%2,4600.3%Communication ServicesINTCIntel$733,403$480,920 ▲190.5%6,1000.2%TechnologyIWMiShares Russell 2000 ETF$694,7250.0%2,5000.2%ETFSPLGSPDR Portfolio S&P 500 ETF$646,2720.0%7,2000.2%ETFJPMJPMorgan Chase & Co.$567,7050.0%1,7160.2%FinancePSXPhillips 66$519,8120.0%2,0360.2%EnergyPFEPfizer$477,2830.0%16,7350.1%HealthcareTSMTaiwan Semiconductor Manufacturing$456,1900.0%1,0000.1%TechnologyMOAltria Group$391,2460.0%5,8100.1%Consumer StaplesCSXCSX$321,3850.0%6,9100.1%IndustrialsMLMMartin Marietta Materials$311,8770.0%6500.1%MaterialsNEWSMAX INC$294,6490.0%27,2570.1%CL BJNJJohnson & Johnson$291,2140.0%1,1000.1%HealthcareNOWServiceNow$268,020$268,020 ▲New Holding2,0000.1%TechnologyGILDGilead Sciences$223,575$223,575 ▲New Holding1,5000.1%HealthcareVVisa$222,7850.0%6200.1%FinanceCSCOCisco Systems$216,9830.0%2,0160.1%TechnologyCELHCelsius$0$527,040 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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