Lazari Capital Management, Inc. Top Holdings and 13F Report (2026)

About Lazari Capital Management, Inc.

Investment Activity

Lazari Capital Management, Inc. has $287.45 million in total holdings as of March 31, 2026.
Lazari Capital Management, Inc. owns shares of 175 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 3.27% of the portfolio was purchased this quarter.
About 2.32% of the portfolio was sold this quarter.
This quarter, Lazari Capital Management, Inc. has purchased 165 new stocks and bought additional shares in 50 stocks.
Lazari Capital Management, Inc. sold shares of 75 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $38,213,123
Meta Platforms: $18,383,818
NVIDIA: $16,335,052
Amazon.com: $15,446,629
Alphabet: $15,259,354

Largest New Holdings this Quarter

81764X103 - SERVICETITAN INC: $975,560 Holding
29273V704 - ENERGY TRANSFER L P: $283,465 Holding
G7997R103 - Seagate Technology: $279,325 Holding
654106103 - NIKE: $258,480 Holding
12769G100 - Caesars Entertainment: $235,227 Holding

Largest Purchases this Quarter

SERVICETITAN INC: 15,373 shares (about $975.56K)
UnitedHealth Group: 2,564 shares (about $693.81K)
Ares Capital: 35,900 shares (about $646.92K)
Netflix: 5,168 shares (about $496.90K)
Diageo: 6,400 shares (about $476.48K)

Largest Sales this Quarter

Apple: 4,751 shares (about $1.21M)
ExxonMobil: 3,880 shares (about $658.27K)
BP: 12,104 shares (about $568.89K)
Meta Platforms: 978 shares (about $559.55K)
Walt Disney: 5,683 shares (about $547.73K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$38,213,123	$1,205,755 ▼	-3.1%	150,570	13.3%	Computer and Technology
META Meta Platforms	$18,383,818	$559,547 ▼	-3.0%	32,132	6.4%	Computer and Technology
NVDA NVIDIA	$16,335,052	$46,914 ▼	-0.3%	93,664	5.7%	Computer and Technology
AMZN Amazon.com	$15,446,629	$8,123 ▼	-0.1%	74,166	5.4%	Retail/Wholesale
GOOGL Alphabet	$15,259,354	$101,509 ▼	-0.7%	53,065	5.3%	Computer and Technology
UBER Uber Technologies	$13,464,940	$67,111 ▲	0.5%	187,195	4.7%	Computer and Technology
BP BP	$8,771,428	$568,888 ▼	-6.1%	186,626	3.1%	Energy
TSLA Tesla	$8,343,072	$152,787 ▲	1.9%	22,443	2.9%	Auto/Tires/Trucks
BA Boeing	$6,743,010	$296,160 ▲	4.6%	33,879	2.3%	Aerospace
MSFT Microsoft	$6,484,868	$426,797 ▲	7.0%	17,519	2.3%	Computer and Technology
VZ Verizon Communications	$5,368,704	$425,697 ▲	8.6%	106,946	1.9%	Computer and Technology
DIS Walt Disney	$5,139,636	$547,725 ▼	-9.6%	53,327	1.8%	Consumer Discretionary
BAC Bank of America	$4,366,228	$85,458 ▼	-1.9%	89,564	1.5%	Finance
AMD Advanced Micro Devices	$4,326,753	$55,740 ▼	-1.3%	21,269	1.5%	Computer and Technology
NFLX Netflix	$4,035,896	$496,903 ▲	14.0%	41,975	1.4%	Consumer Discretionary
ABBV AbbVie	$3,516,385	$5,655 ▼	-0.2%	16,168	1.2%	Medical
VTI Vanguard Total Stock Market ETF	$3,345,756	$125,759 ▲	3.9%	10,429	1.2%	ETF
AVGO Broadcom	$3,273,068	$4,952 ▼	-0.2%	10,575	1.1%	Computer and Technology
XOM ExxonMobil	$2,763,562	$658,274 ▼	-19.2%	16,289	1.0%	Energy
JPM JPMorgan Chase & Co.	$2,502,173	$38,830 ▼	-1.5%	8,506	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$2,483,954	$22,114 ▼	-0.9%	3,819	0.9%	Finance
SRE Sempra Energy	$2,361,404	$194 ▲	0.0%	24,302	0.8%	Utilities
UNH UnitedHealth Group	$2,356,636	$693,813 ▲	41.7%	8,709	0.8%	Medical
STIP iShares 0-5 Year TIPS Bond ETF	$2,203,576	$25,030 ▲	1.1%	21,305	0.8%	ETF
MGK Vanguard Mega Cap Growth ETF	$2,120,362	$356,762 ▲	20.2%	5,771	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,885,336	$2,978 ▼	-0.2%	18,992	0.7%	Finance
BOEING CO	$1,873,410	$123,272 ▼	-6.2%	28,875	0.7%	DEP CONV PFD A
COST Costco Wholesale	$1,849,022		0.0%	1,856	0.6%	Retail/Wholesale
QQQ Invesco QQQ	$1,842,723	$4,617 ▲	0.3%	3,193	0.6%	Finance
IVV iShares Core S&P 500 ETF	$1,841,777	$103,845 ▼	-5.3%	2,820	0.6%	ETF
PFE Pfizer	$1,836,572	$80,449 ▼	-4.2%	65,405	0.6%	Medical
V Visa	$1,788,936	$49,264 ▲	2.8%	5,919	0.6%	Business Services
WALMART INC	$1,681,404	$60,898 ▲	3.8%	13,529	0.6%	COM
COP ConocoPhillips	$1,644,984	$30,360 ▼	-1.8%	12,462	0.6%	Energy
T AT&T	$1,590,631	$19,887 ▼	-1.2%	54,868	0.6%	Computer and Technology
SBUX Starbucks	$1,568,081	$47,572 ▲	3.1%	17,503	0.5%	Retail/Wholesale
JNJ Johnson & Johnson	$1,496,179	$3,178 ▼	-0.2%	6,121	0.5%	Medical
WFC Wells Fargo & Company	$1,481,265	$41,396 ▼	-2.7%	18,607	0.5%	Finance
VYM Vanguard High Dividend Yield ETF	$1,479,871	$2,518 ▼	-0.2%	9,992	0.5%	ETF
CVX Chevron	$1,442,989	$25,450 ▲	1.8%	6,974	0.5%	Energy
AXP American Express	$1,356,216	$140,340 ▲	11.5%	4,484	0.5%	Finance
XLE Energy Select Sector SPDR Fund	$1,353,995	$24,688 ▼	-1.8%	22,102	0.5%	ETF
DVN Devon Energy	$1,351,458	$23,651 ▼	-1.7%	26,857	0.5%	Energy
MO Altria Group	$1,220,635	$726 ▲	0.1%	18,497	0.4%	Consumer Staples
C Citigroup	$1,213,895	$49,558 ▼	-3.9%	10,704	0.4%	Financial Services
GLD SPDR Gold Shares	$1,155,900	$18,505 ▲	1.6%	2,686	0.4%	Finance
ORCL Oracle	$1,146,617	$326,449 ▲	39.8%	7,794	0.4%	Computer and Technology
ARCC Ares Capital	$1,091,111	$646,918 ▲	145.6%	60,550	0.4%	Finance
WYNN Wynn Resorts	$1,071,629	$914 ▼	-0.1%	10,553	0.4%	Consumer Discretionary
LLY Eli Lilly and Company	$1,031,645		0.0%	1,122	0.4%	Medical
BABA Alibaba Group	$1,026,639	$9,284 ▼	-0.9%	8,183	0.4%	Retail/Wholesale
GS The Goldman Sachs Group	$1,016,034	$4,230 ▼	-0.4%	1,201	0.4%	Finance
GOOG Alphabet	$1,010,071	$4,016 ▼	-0.4%	3,521	0.4%	Computer and Technology
BMY Bristol Myers Squibb	$998,966	$121 ▼	0.0%	16,471	0.3%	Medical
SERVICETITAN INC	$975,560	$975,560 ▲	New Holding	15,373	0.3%	SHS CL A
CRM Salesforce	$927,666	$37,704 ▼	-3.9%	4,970	0.3%	Computer and Technology
CAT Caterpillar	$897,619	$48,175 ▼	-5.1%	1,267	0.3%	Industrials
BE Bloom Energy	$879,872	$13,549 ▲	1.6%	6,494	0.3%	Energy
MA Mastercard	$876,491	$6,996 ▼	-0.8%	1,754	0.3%	Business Services
IEFA iShares Core MSCI EAFE ETF	$876,259		0.0%	9,679	0.3%	ETF
TRGP Targa Resources	$869,093		0.0%	3,466	0.3%	Energy
RTX RTX	$865,607	$15,240 ▼	-1.7%	4,487	0.3%	Aerospace
BRK.B Berkshire Hathaway	$802,584	$479 ▼	-0.1%	1,675	0.3%	Finance
DEO Diageo	$782,991	$476,480 ▲	155.5%	10,517	0.3%	Consumer Staples
DIREXION SHARES ETF TRUST	$781,457		0.0%	19,300	0.3%	DAILY S&P 500 BE
AMGN Amgen	$772,768	$16,539 ▼	-2.1%	2,196	0.3%	Medical
MS Morgan Stanley	$760,583	$46,899 ▼	-5.8%	4,622	0.3%	Finance
MAR Marriott International	$751,243	$9,812 ▼	-1.3%	2,297	0.3%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$736,170	$163,129 ▲	28.5%	1,232	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$734,006	$497 ▲	0.1%	5,905	0.3%	ETF
VMC Vulcan Materials	$727,858		0.0%	2,673	0.3%	Construction
GSK GSK	$725,418	$7,892 ▲	1.1%	13,144	0.3%	Medical
MESOBLAST LTD	$709,341		0.0%	46,121	0.2%	SPONS ADR
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$700,257	$13,455 ▼	-1.9%	13,323	0.2%	Manufacturing
OXY Occidental Petroleum	$686,725		0.0%	10,565	0.2%	Energy
MRK Merck & Co., Inc.	$681,591	$16,841 ▼	-2.4%	5,666	0.2%	Medical
GE GE Aerospace	$671,205	$60,735 ▼	-8.3%	2,365	0.2%	Aerospace
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$658,627	$9,482 ▲	1.5%	6,043	0.2%	Finance
SHOPIFY INC	$633,549	$12,930 ▼	-2.0%	5,341	0.2%	CL A SUB VTG SHS
TSM Taiwan Semiconductor Manufacturing	$614,393	$3,717 ▼	-0.6%	1,818	0.2%	Computer and Technology
VFMO Vanguard U.S. Momentum Factor ETF	$607,736		0.0%	3,083	0.2%	ETF
MCD McDonald's	$604,797	$32,322 ▲	5.6%	1,946	0.2%	Retail/Wholesale
F Ford Motor	$600,789	$9,728 ▲	1.6%	52,061	0.2%	Auto/Tires/Trucks
SCHW Charles Schwab	$589,478	$5,639 ▼	-0.9%	6,272	0.2%	Finance
HD Home Depot	$587,404	$49,992 ▼	-7.8%	1,786	0.2%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$559,141	$49,009 ▲	9.6%	3,822	0.2%	CL A
PYPL PayPal	$538,839	$56,675 ▼	-9.5%	11,913	0.2%	Business Services
DFSV Dimensional US Small Cap Value ETF	$521,755	$29,259 ▼	-5.3%	14,890	0.2%	ETF
ASML ASML	$519,086	$132,083 ▼	-20.3%	393	0.2%	Computer and Technology
LAM RESEARCH CORP	$518,125	$2,778 ▼	-0.5%	2,425	0.2%	COM NEW
BND Vanguard Total Bond Market ETF	$502,519	$26,510 ▼	-5.0%	6,824	0.2%	ETF
GE VERNOVA INC	$495,593		0.0%	568	0.2%	COM
SPG Simon Property Group	$491,832	$187 ▲	0.0%	2,637	0.2%	Finance
FISERV INC	$476,699	$160,704 ▲	50.9%	8,543	0.2%	COM
VOD Vodafone Group	$475,338	$29,950 ▼	-5.9%	31,647	0.2%	Computer and Technology
CVBF CVB Financial	$472,651		0.0%	24,376	0.2%	Finance
ISHARES BITCOIN TRUST ETF	$468,196	$48,487 ▲	11.6%	12,186	0.2%	SHS BEN INT
VHT Vanguard Health Care ETF	$463,839	$1,634 ▲	0.4%	1,703	0.2%	ETF
IYE iShares U.S. Energy ETF	$450,152		0.0%	6,950	0.2%	ETF
MCK McKesson	$417,455	$2,598 ▼	-0.6%	482	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Lazari Capital Management, Inc. Top Holdings and 13F Report (2026)

About Lazari Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Lazari Capital Management, Inc. Top Holdings and 13F Report (2026)

About Lazari Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLazari Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools