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CIK: 0001966011
Total reported value
$248.1M
$248.1M
98 檔
19.8%
At the close of Q2 2026, Massachusetts Wealth Management disclosed equity holdings valued at approximately $248.1M, spread across 98 reported holdings.
In Q2 2026, Massachusetts Wealth Management displayed an active expansion posture, initiating 1 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.35% | +1.17% | +10.01% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.32% | +0.30% | +1.05% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 3.53% | -1.87% | -2.43% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 2.76% | -0.14% | +1.70% | |
| 5 | GEV | GE Vernova Inc | Stock-Industrials | 2.74% | -0.56% | +0.58% | |
| 6 | C | Citigroup Inc | Stock-Financials | 2.73% | -0.33% | -0.41% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | -0.19% | -0.20% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.49% | -0.81% | -0.08% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.36% | +0.31% | -0.70% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.31% | -2.31% | EXIT | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.28% | -1.04% | — | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.17% | +0.13% | +1.71% | |
| 13 | GE | General Electric | Stock-Industrials | 2.11% | -0.32% | +0.82% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | +0.05% | -0.16% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.79% | +0.48% | -0.44% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.12% | +0.42% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.70% | +0.39% | -0.98% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.65% | -0.06% | +0.23% | |
| 19 | SLB | Slb LTD | Stock-Energy | 1.59% | +0.10% | -0.03% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.59% | +0.32% | +2.43% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.50% | +0.23% | +3.72% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.08% | +0.39% | |
| 23 | STT | State Street CORP | Stock-Financials | 1.39% | +0.03% | -0.69% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | +0.52% | +0.10% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | +0.04% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | +0.01% | +0.41% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.32% | -0.41% | +0.41% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.02% | -0.16% | |
| 29 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.26% | -0.16% | -1.27% | |
| 30 | DE | Deere & Co | Stock-Industrials | 1.24% | +0.07% | +0.99% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | +0.33% | +0.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.01% | +3.37% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.12% | +0.17% | +1.12% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 1.11% | -0.11% | -1.74% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | +0.09% | +0.51% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 1.04% | +0.01% | +0.05% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 1.02% | +0.29% | +0.73% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.00% | +0.05% | +3.35% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.07% | +0.19% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.95% | +0.01% | +0.45% | |
| 41 | KTB | Kontoor Brands Inc | Stock-Consumer Disc | 0.92% | -0.24% | +0.52% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.05% | -1.92% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.09% | -0.27% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | +0.27% | +0.79% | |
| 45 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.86% | -0.03% | +0.51% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.06% | +2.26% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.82% | — | +0.13% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | +0.02% | -1.08% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.74% | +0.04% | +1.98% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.74% | -0.04% | +0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.3% | -2.43% | Trim |
| 2 | XLK | Ss Technology Select Sector | +0.9% | +1.05% | Add |
| 3 | GLW | Corning Inc | +0.9% | — | Unchanged |
| 4 | CAT | Caterpillar Inc | +0.6% | -0.08% | Trim |
| 5 | GEV | GE Vernova Inc | +0.4% | +0.58% | Add |
| 6 | BBY | Best Buy Co Inc | +0.3% | NEW | New buy |
| 7 | GE | General Electric | +0.3% | +0.82% | Add |
| 8 | C | Citigroup Inc | +0.2% | -0.41% | Trim |
| 9 | STT | State Street CORP | +0.2% | -0.69% | Trim |
| 10 | CMI | Cummins Inc | +0.2% | +0.41% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 12 | INTC | Intel CORP | +0.2% | — | Unchanged |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.16% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.37% | Add |
| 15 | CARR | Carrier Global CORP | +0.1% | +1.65% | Add |
| 16 | HACK | Amplify Cybersecurity ETF | +0.1% | +28.68% | Add |
| 17 | XLI | Ss Industrial Select Sector | +0.1% | +1.70% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +0.23% | Add |
| 19 | QCOM | Qualcomm Inc | +0.1% | -1.18% | Trim |
| 20 | KTB | Kontoor Brands Inc | 0% | +0.52% | Add |
| 21 | UBS | UBS Group AG | 0% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | 0% | +0.39% | Add |
| 23 | TT | Trane Technologies plc | 0% | -1.74% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | +2.26% | Add |
| 25 | CSX | Csx CORP | 0% | +0.70% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +1.65% | Add |
| 27 | BIIB | Biogen Inc | 0% | +1.57% | Add |
| 28 | MS | Morgan Stanley | 0% | +3.66% | Add |
| 29 | GS | Goldman Sachs Group Inc | 0% | +5.75% | Add |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 0% | +15.46% | Add |
| 31 | ABBV | Abbvie Inc | 0% | -0.27% | Trim |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.77% | Add |
| 33 | IBB | Ishares Biotechnology ETF | 0% | +5.28% | Add |
| 34 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 35 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 36 | DE | Deere & Co | — | +0.99% | Add |
| 37 | UNP | Union Pacific CORP | — | +1.45% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 39 | BA | Boeing Co/the | — | +5.72% | Add |
| 40 | PBE | Invesco Biotechnology & Geno | — | -0.17% | Trim |
| 41 | IYT | Ishares US Transportation Et | — | -0.36% | Trim |
| 42 | TSLA | Tesla Inc | — | — | Unchanged |
| 43 | CW | Curtiss-wright CORP | — | — | Unchanged |
| 44 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 45 | AAPL | Apple Inc | 0% | -0.70% | Trim |
| 46 | ITA | Ishares U.s. Aerospace & Def | 0% | +0.92% | Add |
| 47 | NSC | Norfolk Southern CORP | 0% | +1.98% | Add |
| 48 | IHE | Ishares US Pharmaceuticals E | 0% | -1.32% | Trim |
| 49 | VPU | Vanguard Utilities ETF | 0% | — | Unchanged |
| 50 | ORCL | Oracle CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $248.1M across 98 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, XLK, MU) accounted for 19.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
BBY
市值: $825.3K
Top Position Liquidated / Trimmed
DOW
前期市值: $239.3K
During Q2 2026, Massachusetts Wealth Management's top holdings by market value included JPST (5.3%)、XLK (4.3%)、MU (3.5%). The largest single position, JPST, represented 5.3% of total portfolio value.
In Q2 2026, Massachusetts Wealth Management made 81 total portfolio adjustments, initiating 1 new buys, adding to 55 positions, trimming 24 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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