Shaker Investments LLC/Oh Top Holdings and 13F Report (2026) About Shaker Investments LLC/OhInvestment ActivityShaker Investments LLC/Oh has $278.25 million in total holdings as of June 30, 2026.Shaker Investments LLC/Oh owns shares of 87 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 15.45% of the portfolio was purchased this quarter.About 12.19% of the portfolio was sold this quarter.This quarter, Shaker Investments LLC/Oh has purchased 82 new stocks and bought additional shares in 21 stocks.Shaker Investments LLC/Oh sold shares of 34 stocks and completely divested from 16 stocks this quarter.Largest Holdings Axos Financial $34,707,459Micron Technology $16,973,834NVIDIA $15,150,815Alphabet $11,426,548Taiwan Semiconductor Manufacturing $11,380,016 Largest New Holdings this Quarter G7997R103 - Seagate Technology $3,087,035 Holding75734B100 - Reddit Inc $2,429,773 Holding36828A101 - GE Vernova Inc $2,295,676 Holding007903107 - Advanced Micro Devices $2,061,069 Holding55024U109 - Lumentum $1,795,920 Holding Largest Purchases this Quarter Lam Research Corp. 9,288 shares (about $4.02M)Seagate Technology 3,199 shares (about $3.09M)Applied Materials 3,865 shares (about $2.79M)Eli Lilly and Company 2,175 shares (about $2.61M)Reddit Inc 13,998 shares (about $2.43M) Largest Sales this Quarter Casey's General Stores 3,155 shares (about $2.51M)Micron Technology 1,987 shares (about $2.29M)Microsoft 5,332 shares (about $1.99M)Axos Financial 12,336 shares (about $1.20M)iShares S&P 100 ETF 341 shares (about $124.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShaker Investments LLC/Oh Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXAxos Financial$34,707,459$1,201,403 â–¼-3.3%356,37612.5%FinanceMUMicron Technology$16,973,834$2,293,574 â–¼-11.9%14,7056.1%Computer and TechnologyNVDANVIDIA$15,150,815$2,208,994 â–²17.1%75,7205.4%Computer and TechnologyGOOGLAlphabet$11,426,548$83,267 â–¼-0.7%31,9744.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$11,380,016$86,440 â–¼-0.8%23,8294.1%Computer and TechnologyAVGOBroadcom$11,271,749$69,884 â–¼-0.6%29,8394.1%Computer and TechnologyAAPLApple$8,840,816$79,285 â–¼-0.9%30,5533.2%Computer and TechnologyIRMDiRadimed$7,801,614$2,064,192 â–²36.0%81,6412.8%MedicalAMZNAmazon.com$7,638,320$1,979,652 â–²35.0%32,0482.7%Retail/WholesaleXBISPDR S&P Biotech ETF$6,251,033$164,105 â–²2.7%39,5012.2%ETFMCHPMicrochip Technology$5,541,470$1,355,591 â–²32.4%60,7622.0%Computer and TechnologyLLYEli Lilly and Company$5,007,620$2,608,760 â–²108.8%4,1751.8%MedicalLam Research Corp.$4,923,062$4,024,769 â–²448.0%11,3611.8%COM NEWArista Networks, Inc.$4,855,850$36,524 â–¼-0.7%28,5841.7%COM SHSAMATApplied Materials$4,802,166$2,794,395 â–²139.2%6,6421.7%Computer and TechnologyMSFTMicrosoft$4,710,124$1,988,943 â–¼-29.7%12,6271.7%Computer and TechnologyVRTVertiv$4,652,324$33,147 â–¼-0.7%13,8951.7%Computer and TechnologyFIXComfort Systems USA$4,501,008$47,567 â–¼-1.0%2,2711.6%ConstructionWTFCWintrust Financial$4,322,404$29,733 â–¼-0.7%26,8941.6%FinanceXLEEnergy Select Sector SPDR Fund$3,769,540$1,891,356 â–²100.7%70,9761.4%ETFGSThe Goldman Sachs Group$3,661,159$23,262 â–¼-0.6%3,6201.3%FinanceETNEaton$3,657,814$26,419 â–¼-0.7%8,5841.3%IndustrialsFTNTFortinet$3,601,160$24,579 â–¼-0.7%23,4421.3%Computer and TechnologyMSMorgan Stanley$3,487,414$25,503 â–¼-0.7%16,6831.3%FinanceCASYCasey's General Stores$3,307,121$2,507,562 â–¼-43.1%4,1611.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$3,151,855$25,844 â–¼-0.8%69,5161.1%ETFSTXSeagate Technology$3,087,035$3,087,035 â–²New Holding3,1991.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,875,424$18,425 â–²0.6%34,3331.0%ETFWCCWESCO International$2,854,979$20,380 â–¼-0.7%8,2651.0%Computer and TechnologyMPWRMonolithic Power Systems$2,846,279$1,708,597 â–²150.2%2,0591.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,824,858$26,841 â–¼-0.9%8,6301.0%FinanceGEGE Aerospace$2,701,320$361,771 â–²15.5%7,2281.0%AerospaceNUENucor$2,617,090$19,157 â–¼-0.7%11,7490.9%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$2,549,036$4,119 â–¼-0.2%42,7050.9%ETFMETAMeta Platforms$2,462,141$18,025 â–¼-0.7%4,3710.9%Computer and TechnologyReddit Inc$2,429,773$2,429,773 â–²New Holding13,9980.9%CL AESEESCO Technologies$2,402,6750.0%6,8640.9%IndustrialsNXTNextpower$2,336,216$213,022 â–²10.0%19,6090.8%EnergyGE Vernova Inc$2,295,676$2,295,676 â–²New Holding1,9540.8%COMSPYSPDR S&P 500 ETF Trust$2,213,496$747 â–¼0.0%2,9640.8%FinanceASMLASML$2,188,384$1,432,397 â–²189.5%1,1000.8%Computer and TechnologyUBERUber Technologies$2,187,242$11,257 â–¼-0.5%30,3110.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,175,626$87,440 â–²4.2%24,7570.8%ETFSTRLSterling Infrastructure$2,140,3680.0%2,5500.8%ConstructionAMDAdvanced Micro Devices$2,061,069$2,061,069 â–²New Holding3,5480.7%Computer and TechnologyORLYO'Reilly Automotive$2,000,287$32,047 â–¼-1.6%21,7210.7%Retail/WholesaleXMESPDR S&P Metals & Mining ETF$1,942,383$142,431 â–²7.9%18,1650.7%ETFTJXTJX Companies$1,850,724$12,878 â–¼-0.7%12,2160.7%Retail/WholesaleLITELumentum$1,795,920$1,795,920 â–²New Holding2,0930.6%Computer and TechnologyRSPGInvesco S&P 500 Equal Weight Energy ETF$1,774,056$12,931 â–¼-0.7%18,1100.6%ETFPLPCPreformed Line Products$1,643,0610.0%4,0020.6%Computer and TechnologyAPHAmphenol$1,334,742$1,334,742 â–²New Holding7,5700.5%Computer and TechnologyHALOHalozyme Therapeutics$1,330,747$14,167 â–¼-1.1%17,0020.5%MedicalGHMGraham$1,324,3050.0%10,6980.5%IndustrialsVOOVanguard S&P 500 ETF$1,237,854$76,937 â–²6.6%1,8020.4%ETFEXPEExpedia Group$1,204,683$1,204,683 â–²New Holding4,7080.4%Retail/WholesaleCELHCelsius$1,170,439$10,277 â–¼-0.9%39,9740.4%Consumer StaplesDXCMDexCom$1,118,010$1,118,010 â–²New Holding16,6000.4%MedicalTTTrane Technologies$1,069,746$16,208 â–¼-1.5%2,1780.4%ConstructionLSCCLattice Semiconductor$776,5780.0%5,0770.3%Computer and TechnologyBOOTBoot Barn$643,4460.0%3,9170.2%Retail/WholesaleAstera Labs Inc$638,552$638,552 â–²New Holding1,3220.2%COMDIODDiodes$621,948$80,220 â–²14.8%5,6830.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$619,3600.0%2,8000.2%ETFDELLDell Technologies$604,044$604,044 â–²New Holding1,4000.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$556,635$74,848 â–¼-11.9%1,4130.2%ETFCGNXCognex$502,9570.0%6,9450.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$483,156$483,156 â–²New Holding4,8810.2%FinanceCACICACI International$426,662$76,438 â–¼-15.2%9210.2%Computer and TechnologyDYDycom Industries$386,271$386,271 â–²New Holding7640.1%ConstructionCRDOCredo Technology Group$381,546$381,546 â–²New Holding1,4030.1%Computer and TechnologyIMKTAIngles Markets$361,4060.0%4,0800.1%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$353,043$703 â–²0.2%5020.1%ETFRSPInvesco S&P 500 Equal Weight ETF$307,580$79,979 â–²35.1%1,4460.1%ETFLMATLeMaitre Vascular$305,729$305,729 â–²New Holding3,1860.1%MedicalOEFiShares S&P 100 ETF$278,554$124,819 â–¼-30.9%7610.1%ETFLECOLincoln Electric$267,6340.0%1,0080.1%IndustrialsWRBYWarby Parker$264,808$264,808 â–²New Holding8,7280.1%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$257,438$655 â–²0.3%2,3600.1%FinanceGOOGAlphabet$238,851$238,851 â–²New Holding6760.1%Computer and TechnologyOPRAOpera$230,5240.0%11,6250.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$227,975$53,366 â–¼-19.0%4,5240.1%ETFGRCGorman-Rupp$226,323$226,323 â–²New Holding2,4670.1%IndustrialsGHGuardant Health$218,444$218,444 â–²New Holding1,4560.1%MedicalMaplebear Inc.$215,537$215,537 â–²New Holding4,5520.1%COMVOVanguard Mid-Cap ETF$209,795$209,795 â–²New Holding2,6040.1%ETFIWCiShares Micro-Cap ETF$200,440$200,440 â–²New Holding1,0020.1%ETFPODDInsulet$0$3,893,791 â–¼-100.0%00.0%MedicalAGXArgan$0$3,666,584 â–¼-100.0%00.0%ConstructionNFLXNetflix$0$3,230,640 â–¼-100.0%00.0%Consumer DiscretionaryOLLIOllie's Bargain Outlet$0$2,842,471 â–¼-100.0%00.0%Consumer StaplesVVisa$0$2,167,665 â–¼-100.0%00.0%Business ServicesMSIMotorola Solutions$0$2,045,438 â–¼-100.0%00.0%Computer and TechnologyMAMastercard$0$1,579,925 â–¼-100.0%00.0%Business ServicesDHID.R. Horton$0$1,349,421 â–¼-100.0%00.0%ConstructionBKNGBooking$0$1,018,897 â–¼-100.0%00.0%Retail/WholesaleKNSLKinsale Capital Group$0$915,649 â–¼-100.0%00.0%FinanceVEEVVeeva Systems$0$641,335 â–¼-100.0%00.0%MedicalVCSHVanguard Short-Term Corporate Bond ETF$0$416,172 â–¼-100.0%00.0%ETFCRCrane$0$297,198 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
