Processus Wealth & Capital Management, LLC Top Holdings and 13F Report (2026) About Processus Wealth & Capital Management, LLCInvestment ActivityProcessus Wealth & Capital Management, LLC has $170.58 million in total holdings as of June 30, 2026.Processus Wealth & Capital Management, LLC owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.59% of the portfolio was purchased this quarter.About 3.83% of the portfolio was sold this quarter.This quarter, Processus Wealth & Capital Management, LLC has purchased 35 new stocks and bought additional shares in 19 stocks.Processus Wealth & Capital Management, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $21,617,257Applied Materials $12,351,042Apple $11,636,700Amazon.com $9,232,815iShares Russell Top 200 Growth ETF $9,003,989 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $2,698,653 Holding72348N109 - PINNACLE FINL PARTNERS INC $721,393 Holding30257X104 - FB Financial $676,266 Holding Largest Purchases this Quarter GE VERNOVA INC 2,297 shares (about $2.70M)PINNACLE FINL PARTNERS INC 7,151 shares (about $721.39K)FB Financial 12,218 shares (about $676.27K)NVIDIA 2,432 shares (about $486.62K)Amazon.com 923 shares (about $219.99K) Largest Sales this Quarter CrowdStrike 1,675 shares (about $1.28M)Mastercard 2,217 shares (about $1.14M)Applied Materials 1,188 shares (about $858.93K)FedEx 1,810 shares (about $566.76K)Thermo Fisher Scientific 627 shares (about $314.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProcessus Wealth & Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$21,617,257$486,617 â–²2.3%108,03812.7%Computer and TechnologyAMATApplied Materials$12,351,042$858,926 â–¼-6.5%17,0837.2%Computer and TechnologyAAPLApple$11,636,700$65,975 â–²0.6%40,2156.8%Computer and TechnologyAMZNAmazon.com$9,232,815$219,988 â–²2.4%38,7385.4%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$9,003,989$267,370 â–¼-2.9%30,9825.3%ETFIWSiShares Russell Mid-Cap Value ETF$7,672,307$117,524 â–²1.6%46,6124.5%ETFCRWDCrowdStrike$7,523,034$1,278,259 â–¼-14.5%9,8584.4%Computer and TechnologyGOOGLAlphabet$7,329,298$70,759 â–²1.0%20,5094.3%Computer and TechnologyGOOGAlphabet$7,261,985$70,666 â–²1.0%20,5534.3%Computer and TechnologyJPMJPMorgan Chase & Co.$6,246,344$18,003 â–²0.3%19,0833.7%FinanceIWPiShares Russell Mid-Cap Growth ETF$5,276,896$172,031 â–²3.4%36,0423.1%ETFCCitigroup$4,871,170$285,658 â–¼-5.5%34,8042.9%Financial ServicesCOSTCostco Wholesale$4,695,518$18,711 â–²0.4%5,0192.8%Retail/WholesaleBACBank of America$4,486,074$1,197 â–²0.0%78,7312.6%FinanceFDXFedEx$4,127,330$566,760 â–¼-12.1%13,1812.4%TransportationAMGNAmgen$3,983,798$101,034 â–²2.6%11,0012.3%MedicalMAMastercard$3,926,919$1,138,632 â–¼-22.5%7,6462.3%Business ServicesAVGOBroadcom$3,911,224$163,944 â–²4.4%10,3542.3%Computer and TechnologyRTXRTX$3,783,523$275,293 â–¼-6.8%19,9422.2%AerospacePALANTIR TECHNOLOGIES INC$3,256,843$140,587 â–²4.5%27,9151.9%CL ATMOThermo Fisher Scientific$2,968,195$314,368 â–¼-9.6%5,9201.7%MedicalFIDELITY COVINGTON TRUST$2,958,401$144,805 â–¼-4.7%73,7941.7%ENHANCED LARGEGDGeneral Dynamics$2,716,674$59,867 â–²2.3%7,6691.6%AerospaceGE VERNOVA INC$2,698,653$2,698,653 â–²New Holding2,2971.6%COMEMREmerson Electric$2,669,434$47,955 â–¼-1.8%18,6481.6%IndustrialsMRKMerck & Co., Inc.$2,114,353$74,659 â–²3.7%16,4541.2%MedicalCVXChevron$1,900,716$97,630 â–¼-4.9%11,4671.1%EnergyULTAUlta Beauty$1,878,332$106,431 â–²6.0%4,1651.1%Retail/WholesaleMETAMeta Platforms$1,718,598$12,392 â–¼-0.7%3,0511.0%Computer and TechnologyEOGEOG Resources$1,589,599$91,331 â–¼-5.4%12,2530.9%EnergyIVWiShares S&P 500 Growth ETF$1,174,506$7,427 â–¼-0.6%8,5400.7%ETFCGGRCapital Group Growth ETF$749,536$25,630 â–²3.5%15,8800.4%ETFPVALPutnam Focused Large Cap Value ETF$738,062$51,510 â–²7.5%14,4860.4%ETFPEPPepsiCo$736,611$54,433 â–²8.0%5,4400.4%Consumer StaplesPINNACLE FINL PARTNERS INC$721,393$721,393 â–²New Holding7,1510.4%COMFBKFB Financial$676,266$676,266 â–²New Holding12,2180.4%FinanceIVEiShares S&P 500 Value ETF$381,007$32,243 â–¼-7.8%1,6780.2%ETFCRMSalesforce$0$1,114,172 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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