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

About Lazari Capital Management, Inc.

Investment Activity

Lazari Capital Management, Inc. has $324.63 million in total holdings as of June 30, 2026.
Lazari Capital Management, Inc. owns shares of 188 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 5.25% of the portfolio was purchased this quarter.
About 2.62% of the portfolio was sold this quarter.
This quarter, Lazari Capital Management, Inc. has purchased 175 new stocks and bought additional shares in 73 stocks.
Lazari Capital Management, Inc. sold shares of 67 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple: $43,119,544
NVIDIA: $20,311,977
Alphabet: $19,740,421
Meta Platforms: $18,538,209
Amazon.com: $17,974,337

Largest New Holdings this Quarter

68389X204 - ORACLE CORP: $800,110 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $585,731 Holding
81762P102 - ServiceNow: $526,879 Holding
773121108 - ROCKET LAB CORP: $344,187 Holding
22788C105 - CrowdStrike: $254,889 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF: 23,313 shares (about $2.05M)
NVIDIA: 7,850 shares (about $1.57M)
Alphabet: 3,234 shares (about $1.14M)
Netflix: 13,096 shares (about $935.05K)
ORACLE CORP: 17,800 shares (about $800.11K)

Largest Sales this Quarter

Advanced Micro Devices: 1,135 shares (about $659.33K)
Broadcom: 1,300 shares (about $491.07K)
Apple: 1,553 shares (about $449.38K)
Visa: 1,048 shares (about $359.59K)
Walt Disney: 2,645 shares (about $254.58K)

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	$43,119,544	$449,376 â–¼	-1.0%	149,017	13.3%	Computer and Technology
NVDA NVIDIA	$20,311,977	$1,570,710 â–²	8.4%	101,514	6.3%	Computer and Technology
GOOGL Alphabet	$19,740,421	$776,566 â–²	4.1%	55,238	6.1%	Computer and Technology
META Meta Platforms	$18,538,209	$438,798 â–²	2.4%	32,911	5.7%	Computer and Technology
AMZN Amazon.com	$17,974,337	$297,685 â–²	1.7%	75,415	5.5%	Retail/Wholesale
UBER Uber Technologies	$13,977,684	$469,690 â–²	3.5%	193,704	4.3%	Computer and Technology
AMD Advanced Micro Devices	$11,696,042	$659,333 â–¼	-5.3%	20,134	3.6%	Computer and Technology
TSLA Tesla	$9,447,389	$7,991 â–²	0.1%	22,462	2.9%	Auto/Tires/Trucks
BA Boeing	$7,642,769	$308,906 â–²	4.2%	35,306	2.4%	Aerospace
BP BP	$6,744,155	$151,680 â–¼	-2.2%	182,521	2.1%	Energy
MSFT Microsoft	$6,698,496	$163,387 â–²	2.5%	17,957	2.1%	Computer and Technology
BAC Bank of America	$5,027,768	$75,613 â–¼	-1.5%	88,237	1.5%	Finance
DIS Walt Disney	$4,878,122	$254,580 â–¼	-5.0%	50,682	1.5%	Consumer Discretionary
VZ Verizon Communications	$4,536,283	$8,172 â–²	0.2%	107,139	1.4%	Computer and Technology
ABBV AbbVie	$4,049,877	$18,621 â–¼	-0.5%	16,094	1.2%	Medical
NFLX Netflix	$3,932,069	$935,054 â–²	31.2%	55,071	1.2%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$3,866,728	$7,401 â–²	0.2%	10,449	1.2%	ETF
UNH UnitedHealth Group	$3,607,640	$12,053 â–¼	-0.3%	8,680	1.1%	Medical
AVGO Broadcom	$3,503,631	$491,075 â–¼	-12.3%	9,275	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,758,428	$25,859 â–¼	-0.9%	8,427	0.8%	Finance
SPY SPDR S&P 500 ETF Trust	$2,743,981	$108,295 â–¼	-3.8%	3,674	0.8%	Finance
MGK Vanguard Mega Cap Growth ETF	$2,556,782	$2,049,452 â–²	404.0%	29,084	0.8%	ETF
GOOG Alphabet	$2,386,787	$1,142,690 â–²	91.8%	6,755	0.7%	Computer and Technology
QQQ Invesco QQQ	$2,369,013	$17,674 â–²	0.8%	3,217	0.7%	Finance
XOM ExxonMobil	$2,249,298	$22,285 â–²	1.0%	16,452	0.7%	Energy
STIP iShares 0-5 Year TIPS Bond ETF	$2,155,678	$20,841 â–¼	-1.0%	21,101	0.7%	ETF
IVV iShares Core S&P 500 ETF	$2,105,009	$6,740 â–¼	-0.3%	2,811	0.6%	ETF
BE Bloom Energy	$1,965,734		0.0%	6,494	0.6%	Energy
BOEING CO	$1,943,288		0.0%	28,875	0.6%	DEP CONV PFD A
AGG iShares Core U.S. Aggregate Bond ETF	$1,896,259	$16,431 â–²	0.9%	19,158	0.6%	Finance
SBUX Starbucks	$1,774,646	$14,000 â–¼	-0.8%	17,366	0.5%	Retail/Wholesale
COST Costco Wholesale	$1,722,024	$14,031 â–¼	-0.8%	1,841	0.5%	Retail/Wholesale
V Visa	$1,671,342	$359,591 â–¼	-17.7%	4,871	0.5%	Business Services
AXP American Express	$1,628,445	$111,630 â–²	7.4%	4,814	0.5%	Finance
SERVICETITAN INC	$1,576,680	$489,663 â–²	45.0%	22,298	0.5%	SHS CL A
JNJ Johnson & Johnson	$1,569,360	$14,731 â–²	0.9%	6,179	0.5%	Medical
VYM Vanguard High Dividend Yield ETF	$1,569,047	$9,956 â–¼	-0.6%	9,929	0.5%	Financial Services
PFE Pfizer	$1,552,889	$22,057 â–¼	-1.4%	64,489	0.5%	Medical
WFC Wells Fargo & Company	$1,530,752	$6,942 â–¼	-0.5%	18,523	0.5%	Finance
WALMART INC	$1,530,139	$2,152 â–¼	-0.1%	13,510	0.5%	COM
ARCC Ares Capital	$1,498,151	$376,159 â–²	33.5%	80,850	0.5%	Finance
C Citigroup	$1,458,187	$39,887 â–¼	-2.7%	10,419	0.4%	Financial Services
LLY Eli Lilly and Company	$1,341,888	$3,598 â–¼	-0.3%	1,119	0.4%	Medical
MO Altria Group	$1,323,093	$7,771 â–¼	-0.6%	18,389	0.4%	Consumer Staples
CAT Caterpillar	$1,239,544	$109,685 â–¼	-8.1%	1,164	0.4%	Industrials
COP ConocoPhillips	$1,230,990	$64,559 â–¼	-5.0%	11,841	0.4%	Energy
CVX Chevron	$1,159,128	$3,149 â–²	0.3%	6,993	0.4%	Energy
T AT&T	$1,126,671	$9,087 â–¼	-0.8%	54,429	0.3%	Computer and Technology
FISERV INC	$1,120,302	$701,268 â–²	167.4%	22,840	0.3%	COM
GS The Goldman Sachs Group	$1,112,507	$102,148 â–¼	-8.4%	1,100	0.3%	Finance
GLD SPDR Gold Shares	$1,088,168	$98,723 â–²	10.0%	2,954	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$1,030,546	$143,291 â–¼	-12.2%	19,404	0.3%	ETF
DVN Devon Energy	$1,026,442	$83,302 â–¼	-7.5%	24,841	0.3%	Energy
WYNN Wynn Resorts	$1,019,823	$4,757 â–¼	-0.5%	10,504	0.3%	Consumer Discretionary
ORCL Oracle	$1,018,641	$123,538 â–¼	-10.8%	6,951	0.3%	Computer and Technology
MU Micron Technology	$1,011,256	$11,544 â–²	1.2%	876	0.3%	Computer and Technology
BMY Bristol Myers Squibb	$991,531	$42,466 â–²	4.5%	17,208	0.3%	Medical
LAM RESEARCH CORP	$990,592	$60,233 â–¼	-5.7%	2,286	0.3%	COM NEW
MS Morgan Stanley	$965,536	$627 â–¼	-0.1%	4,619	0.3%	Finance
INTC Intel	$936,219	$22,201 â–¼	-2.3%	6,705	0.3%	Computer and Technology
TRGP Targa Resources	$929,440		0.0%	3,466	0.3%	Energy
IEFA iShares Core MSCI EAFE ETF	$903,236	$31,582 â–¼	-3.4%	9,352	0.3%	ETF
RTX RTX	$891,617	$40,226 â–²	4.7%	4,699	0.3%	Aerospace
DEO Diageo	$885,775	$40,431 â–²	4.8%	11,020	0.3%	Consumer Staples
GE GE Aerospace	$883,281	$748 â–¼	-0.1%	2,363	0.3%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$876,819	$1,038 â–²	0.1%	5,912	0.3%	ETF
VOO Vanguard S&P 500 ETF	$870,334	$24,042 â–²	2.8%	1,267	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$867,267	$955 â–¼	-0.1%	1,816	0.3%	Computer and Technology
MA Mastercard	$856,284	$44,689 â–¼	-5.0%	1,667	0.3%	Business Services
MAR Marriott International	$836,474	$14,825 â–¼	-1.7%	2,257	0.3%	Consumer Discretionary
ASML ASML	$835,565	$53,715 â–²	6.9%	420	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$803,760	$34,533 â–¼	-4.1%	1,606	0.2%	Finance
ORACLE CORP	$800,110	$800,110 â–²	New Holding	17,800	0.2%	6.5 DEP CUM SR D
AMAT Applied Materials	$791,685	$1,446 â–¼	-0.2%	1,095	0.2%	Computer and Technology
VMC Vulcan Materials	$788,562		0.0%	2,673	0.2%	Construction
BABA Alibaba Group	$778,110	$7,294 â–¼	-0.9%	8,107	0.2%	Retail/Wholesale
VFMO Vanguard U.S. Momentum Factor ETF	$769,376	$249 â–²	0.0%	3,084	0.2%	ETF
CRM Salesforce	$737,649	$40,885 â–¼	-5.3%	4,709	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$733,768	$5,654 â–²	0.8%	5,710	0.2%	Medical
F Ford Motor	$723,109	$542 â–¼	-0.1%	52,022	0.2%	Auto/Tires/Trucks
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$696,110	$2,149 â–¼	-0.3%	13,282	0.2%	Manufacturing
STX Seagate Technology	$691,905	$3,860 â–²	0.6%	717	0.2%	Computer and Technology
AMGN Amgen	$677,273	$118,070 â–¼	-14.8%	1,870	0.2%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$667,072	$7,962 â–²	1.2%	6,116	0.2%	Finance
GE VERNOVA INC	$663,517	$3,523 â–¼	-0.5%	565	0.2%	COM
GSK GSK	$641,621	$47,388 â–¼	-6.9%	12,240	0.2%	Medical
MESOBLAST LTD	$641,606	$17,589 â–²	2.8%	47,421	0.2%	SPONS ADR
HD Home Depot	$621,335	$8,463 â–¼	-1.3%	1,762	0.2%	Retail/Wholesale
SHOPIFY INC	$603,555	$6,280 â–¼	-1.0%	5,286	0.2%	CL A SUB VTG SHS
SPG Simon Property Group	$589,882	$224 â–²	0.0%	2,638	0.2%	Finance
SPACE EXPLORATION TECHN CORP	$585,731	$585,731 â–²	New Holding	3,428	0.2%	CLASS A COM STK
SCHW Charles Schwab	$582,403	$3,691 â–²	0.6%	6,312	0.2%	Finance
DFSV Dimensional US Small Cap Value ETF	$578,641	$1,047 â–²	0.2%	14,917	0.2%	ETF
OXY Occidental Petroleum	$556,855	$43,713 â–²	8.5%	11,465	0.2%	Energy
CVBF CVB Financial	$549,679		0.0%	24,376	0.2%	Finance
NOW ServiceNow	$526,879	$526,879 â–²	New Holding	5,307	0.2%	Computer and Technology
MCD McDonald's	$526,023		0.0%	1,946	0.2%	Retail/Wholesale
ISHARES BITCOIN TRUST ETF	$511,848	$106,165 â–²	26.2%	15,375	0.2%	SHS BEN INT
DIREXION SHARES ETF TRUST	$511,257		0.0%	19,300	0.2%	DA 500 BE 3X ETF
VHT Vanguard Health Care ETF	$510,937	$1,794 â–²	0.4%	1,709	0.2%	ETF

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

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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