MP
Maloon Powers Pitre Higgins & Dennehy, LLC Investment Portfolio (Q2 2026) — 13F Stock Holdings
Maloon Powers Pitre Higgins & Dennehy, LLCCIK: 0002149656
Diversified strategySector-focusedLong-term holder
Total reported value
$291.0M
Reporting period: 2026-06-30 · Number of holdings: 147
Maloon Powers Pitre Higgins & Dennehy, LLC disclosed 147 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $291.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 14.69
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 78.95
Maloon Powers Pitre Higgins & Dennehy, LLC's disclosed holdings carry a Herfindahl concentration index of 0.037 — mathematically equivalent to about 27 equally-sized positions, well below its 147 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.10), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.66% | — | — | — |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 6.69% | — | — | — |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.30% | — | — | — |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.92% | — | — | — |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.69% | — | — | — |
| 6 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.47% | — | — | — |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.82% | — | — | — |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.69% | — | — | — |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.64% | — | — | — |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | — | — | — |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | — | — | — |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | — | — | — |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.86% | — | — | — |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.70% | — | — | — |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.66% | — | — | — |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | — | — | — |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | — | — | — |
| 18 | BCAL | California Bancorp | Stock-Other | 1.22% | — | — | — |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | — | — | — |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.11% | — | — | — |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | — | — | — |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | — | — | — |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | — | — | — |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.05% | — | — | — |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | — | — | — |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.92% | — | — | — |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | — | — | — |
| 28 | PWR | Quanta Services Inc | Stock-Industrials | 0.80% | — | — | — |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | — | — |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.74% | — | — | — |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | — | — | — |
| 32 | T | At&t Inc | Stock-Comm Services | 0.69% | — | — | — |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | — | — |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | — | — | — |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | — | — | — |
| 36 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.58% | — | — | — |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | — | — | — |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | — | — | — |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.54% | — | — | — |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.54% | — | — | — |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | — | — | — |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | — | — | — |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | — | — | — |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | — | — |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.49% | — | — | — |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | — | — | — |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.43% | — | — | — |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.43% | — | — | — |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.42% | — | — | — |
| 50 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.39% | — | — | — |
1–50 of 147
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Maloon Powers Pitre Higgins & Dennehy, LLC and what type of investor is it?
Maloon Powers Pitre Higgins & Dennehy, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $291.0M, spread across 147 disclosed positions.
What are Maloon Powers Pitre Higgins & Dennehy, LLC's largest equity positions?
Based on the latest 13F filing, Maloon Powers Pitre Higgins & Dennehy, LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $36.8M (12.7%)
2. Ss Technology Select Sector (XLK) — $19.5M (6.7%)
3. Vanguard Dividend Apprec ETF (VIG) — $18.3M (6.3%)
4. Vanguard 0-3m T-bill ETF (VBIL) — $14.3M (4.9%)
5. Ishares Russell 1000 Growth (IWF) — $10.7M (3.7%)
What changes did Maloon Powers Pitre Higgins & Dennehy, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Maloon Powers Pitre Higgins & Dennehy, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Maloon Powers Pitre Higgins & Dennehy, LLC focus on?
Maloon Powers Pitre Higgins & Dennehy, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 55.6%
• Communication Services: 9.0%
• Financials: 7.9%
• Consumer Discretionary: 7.0%
• Health Care: 6.6%
• Consumer Staples: 5.2%
Investment Profile
Maloon Powers Pitre Higgins & Dennehy, LLC's portfolio is broadly diversified and long-term-holding, with 55.6% of the portfolio concentrated in Information Technology.
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