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CIK: 0002149024
Total reported value
$247.7M
$247.7M
93 檔
36.8%
In Q1 2026, William John Sempolinski's U.S. equity holdings reached a combined market value of $247.7M, distributed across 93 disclosed stock positions.
In Q1 2026, William John Sempolinski displayed an active expansion posture, initiating 10 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 22.29% | -1.95% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.79% | -0.85% | — | |
| 3 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 6.39% | -0.05% | — | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.12% | -0.80% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -1.15% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.01% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | -0.22% | — | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.60% | +1.22% | — | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.31% | -0.36% | — | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.06% | -0.32% | — | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.88% | +0.25% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.42% | — | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.61% | -0.25% | — | |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.37% | +0.13% | — | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.28% | -0.39% | — | |
| 16 | FIW | First Trust Water ETF | ETF-Other | 1.26% | -0.08% | — | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.19% | -0.21% | — | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.17% | +0.88% | — | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.15% | -0.16% | — | |
| 20 | ITB | Ishares U.s. Home Constructi | ETF-Other | 1.14% | -0.02% | — | |
| 21 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.13% | -0.23% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.15% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | -0.40% | — | |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.95% | +0.34% | — | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 0.94% | -0.16% | — | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | +0.32% | — | |
| 27 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.86% | +0.20% | — | |
| 28 | CGBL | Cap Group Core Balanced | ETF-Other | 0.76% | +0.08% | — | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.76% | -0.11% | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.11% | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.01% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.01% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.14% | — | |
| 34 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.62% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.11% | — | |
| 36 | INDB | Independent Bank Corp/ma | Stock-Other | 0.60% | -0.10% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.03% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.16% | — | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.59% | -0.30% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.08% | — | |
| 41 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.56% | -0.10% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.05% | — | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.49% | -0.12% | — | |
| 44 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.48% | -0.21% | — | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.47% | +0.10% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.01% | — | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.43% | +0.79% | — | |
| 48 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.43% | -0.43% | EXIT | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.02% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.02% | — |
According to official SEC Form 13F filings, William John Sempolinski reported a total U.S. public equity portfolio value of $247.7M across 93 disclosed positions in Q1 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 NVDA, AAPL, TBUX) accounted for 36.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $1.8M
Top Position Liquidated / Trimmed
IGV
前期市值: $4.1M
During Q1 2026, William John Sempolinski's top holdings by market value included NVDA (22.3%)、AAPL (9.8%)、TBUX (6.4%). The largest single position, NVDA, represented 22.3% of total portfolio value.
In Q1 2026, William John Sempolinski made 80 total portfolio adjustments, initiating 10 new buys, adding to 45 positions, trimming 19 holdings, and fully liquidating 6 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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