Laidlaw Wealth Management
NEW YORK CITY, NYfiles as Laidlaw Wealth Management LLC
$35m in 59 US stocks at the end of 30 June 2026. The top 10 are 46.3% of the money. It changed about 27.5% of the portfolio this quarter.
Value
$35m
Stocks
59
Top 10 share
46.3%
Turnover
27.5%
What changed this quarter
New
Bought for the first time this quarter.
- Applied MaterialsAMAT2.0% of the fund
- Coca-ColaKO1.8% of the fund
- State StreetSTT1.5% of the fund
- AmphenolAPH1.4% of the fund
- Morgan StanleyMS1.2% of the fund
- Bloom EnergyBE1.1% of the fund
- Micron TechnologyMU1.1% of the fund
- CumminsCMI1.1% of the fund
- Lam ResearchLRCX1.0% of the fund
- Ralph LaurenRL1.0% of the fund
- Global X FDSCOPX1.0% of the fund
- GE VernovaGEV1.0% of the fund
- Williams CompaniesWMB0.9% of the fund
- CitigroupC0.8% of the fund
- NRG EnergyNRG0.8% of the fund
- Coca-Cola ConsolidatedCOKE0.7% of the fund
- CoreWeaveCRWV0.7% of the fund
- NewmontNEM0.6% of the fund
- IonQIONQ0.6% of the fund
- UnitedHealth GroupUNH0.6% of the fund
- TwilioTWLO0.6% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ5.4% of the fund+3%
- Eli LillyLLY3.6% of the fund+11%
- AlphabetGOOGL2.3% of the fund+20%
- Berkshire HathawayBRK-B2.3% of the fund+8%
- Cardinal HealthCAH1.7% of the fund+91%
- Bank of New York MellonBNY1.6% of the fund+58%
- Centerpoint EnergyCNP1.5% of the fund+25%
- Philip Morris InternationalPM1.3% of the fund+32%
- JabilJBL1.1% of the fund+28%
- NetflixNFLX1.1% of the fund+10%
- Gilead SciencesGILD1.0% of the fund+74%
- QXOQXO0.8% of the fund+8%
- ShopifySHOP0.8% of the fund+11%
- CortevaCTVA0.7% of the fund+21%
- Blue Owl CapitalOBDC0.4% of the fund+24%
Cut
Sold some of their stake.
- NvidiaNVDA9.1% of the fund-6%
- AppleAAPL6.3% of the fund-43%
- TeslaTSLA4.3% of the fund-3%
- Meta PlatformsMETA3.9% of the fund-3%
- Alibaba Group HldgBABA2.5% of the fund-5%
- Amazon.comAMZN2.2% of the fund-5%
- Palantir TechnologiesPLTR1.7% of the fund-9%
- Global X FDSSHLD1.3% of the fund-45%
- Energy Transfer L PET1.2% of the fund-16%
- CrowdStrike HoldingsCRWD1.2% of the fund-55%
- Western Asset Emerging MktsXEMDX0.9% of the fund-4%
- EQTEQT0.8% of the fund-20%
- Select Sector Spdr TRXLE0.8% of the fund-32%
- Ishares Silver TRSLV0.7% of the fund-18%
- InfosysINFY0.3% of the fund-24%
Sold out
Sold their entire stake.
- Caseys General StoresCASY-100%
- Vaneck Merk Gold ETFOUNZ-100%
- Spdr Gold TRGLD-100%
- AlphabetGOOG-100%
- Ishares Gold TRIAU-100%
- United STS Oil FD LPUSO-100%
- T1 EnergyTE-100%
- VuzixVUZI-100%
- BitfarmsBITF-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 5.4%
- Value
- $2m
- Shares
- 2,568
+3%
- Alibaba Group HldgBABA
- Share
- 2.5%
- Value
- $875,530
- Shares
- 9,122
-5%
- Global X FDSSHLD
- Share
- 1.3%
- Value
- $465,439
- Shares
- 7,795
-45%
- Energy Transfer L PET
- Share
- 1.2%
- Value
- $431,730
- Shares
- 22,580
-16%
- Global X FDSCOPX
- Share
- 1.0%
- Value
- $347,366
- Shares
- 4,513
New
- Western Asset Emerging MktsXEMDX
- Share
- 0.9%
- Value
- $304,479
- Shares
- 28,350
-4%
- Select Sector Spdr TRXLE
- Share
- 0.8%
- Value
- $279,837
- Shares
- 5,269
-32%
- Ishares Silver TRSLV
- Share
- 0.7%
- Value
- $255,159
- Shares
- 4,772
-18%
- Ishares Ethereum TRETHA
- Share
- 0.5%
- Value
- $190,240
- Shares
- 16,000
Held
- InfosysINFY
- Share
- 0.3%
- Value
- $117,488
- Shares
- 11,200
-24%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 9.1% | $3m | 15,860 | -6% |
| AppleAAPL | 6.3% | $2m | 7,597 | -43% |
| Invesco QQQ TRQQQ | 5.4% | $2m | 2,568 | +3% |
| MicrosoftMSFT | 4.8% | $2m | 4,526 | Held |
| TeslaTSLA | 4.3% | $2m | 3,611 | -3% |
| Meta PlatformsMETA | 3.9% | $1m | 2,399 | -3% |
| Palo Alto NetworksPANW | 3.7% | $1m | 3,790 | Held |
| Eli LillyLLY | 3.6% | $1m | 1,052 | +11% |
| D-Wave QuantumQBTS | 2.8% | $976,417 | 40,701 | Held |
| Alibaba Group HldgBABA | 2.5% | $875,530 | 9,122 | -5% |
| AlphabetGOOGL | 2.3% | $792,289 | 2,217 | +20% |
| Berkshire HathawayBRK-B | 2.3% | $789,615 | 1,578 | +8% |
| Amazon.comAMZN | 2.2% | $762,211 | 3,198 | -5% |
| Applied MaterialsAMAT | 2.0% | $690,891 | 956 | New |
| Coca-ColaKO | 1.8% | $639,351 | 7,867 | New |
| Cardinal HealthCAH | 1.7% | $609,341 | 2,565 | +91% |
| Palantir TechnologiesPLTR | 1.7% | $590,000 | 5,057 | -9% |
| Bank of New York MellonBNY | 1.6% | $561,810 | 3,885 | +58% |
| BroadcomAVGO | 1.5% | $531,603 | 1,407 | Held |
| State StreetSTT | 1.5% | $530,170 | 3,126 | New |
| Centerpoint EnergyCNP | 1.5% | $510,952 | 11,602 | +25% |
| AmphenolAPH | 1.4% | $480,648 | 2,726 | New |
| Global X FDSSHLD | 1.3% | $465,439 | 7,795 | -45% |
| Philip Morris InternationalPM | 1.3% | $456,436 | 2,523 | +32% |
| Energy Transfer L PET | 1.2% | $431,730 | 22,580 | -16% |
| CrowdStrike HoldingsCRWD | 1.2% | $418,201 | 548 | -55% |
| Morgan StanleyMS | 1.2% | $417,453 | 1,997 | New |
| Bloom EnergyBE | 1.1% | $393,510 | 1,300 | New |
| JabilJBL | 1.1% | $392,033 | 1,017 | +28% |
| Micron TechnologyMU | 1.1% | $391,304 | 339 | New |
| NetflixNFLX | 1.1% | $383,775 | 5,375 | +10% |
| CumminsCMI | 1.1% | $375,862 | 527 | New |
| JPMorgan ChaseJPM | 1.0% | $364,973 | 1,115 | Held |
| Gilead SciencesGILD | 1.0% | $362,090 | 2,866 | +74% |
| Lam ResearchLRCX | 1.0% | $360,097 | 831 | New |
| Ralph LaurenRL | 1.0% | $354,846 | 884 | New |
| Global X FDSCOPX | 1.0% | $347,366 | 4,513 | New |
| GE VernovaGEV | 1.0% | $345,409 | 294 | New |
| Western Asset Emerging MktsXEMDX | 0.9% | $304,479 | 28,350 | -4% |
| Williams CompaniesWMB | 0.9% | $301,597 | 4,057 | New |
| EQTEQT | 0.8% | $297,008 | 5,586 | -20% |
| CitigroupC | 0.8% | $295,316 | 2,110 | New |
| Select Sector Spdr TRXLE | 0.8% | $279,837 | 5,269 | -32% |
| QXOQXO | 0.8% | $279,072 | 16,150 | +8% |
| NRG EnergyNRG | 0.8% | $271,233 | 1,857 | New |
| ShopifySHOP | 0.8% | $267,980 | 2,347 | +11% |
| Coca-Cola ConsolidatedCOKE | 0.7% | $260,033 | 1,362 | New |
| Ishares Silver TRSLV | 0.7% | $255,159 | 4,772 | -18% |
| CortevaCTVA | 0.7% | $250,852 | 2,962 | +21% |
| CoreWeaveCRWV | 0.7% | $244,371 | 2,455 | New |
| Coinbase GlobalCOIN | 0.7% | $237,266 | 1,623 | Held |
| NewmontNEM | 0.6% | $224,814 | 2,407 | New |
| AflacAFL | 0.6% | $224,182 | 1,912 | Held |
| IonQIONQ | 0.6% | $218,686 | 4,106 | New |
| UnitedHealth GroupUNH | 0.6% | $207,815 | 500 | New |
| TwilioTWLO | 0.6% | $206,330 | 1,000 | New |
| Ishares Ethereum TRETHA | 0.5% | $190,240 | 16,000 | Held |
| Blue Owl CapitalOBDC | 0.4% | $150,550 | 13,850 | +24% |
| InfosysINFY | 0.3% | $117,488 | 11,200 | -24% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 1.0% since 30 June 2025.
Where the money is
Technology40.3%
Financial services9.8%
Retail & consumer7.5%
Media & telecom7.2%
Health care7.0%
Industrials4.0%
Everyday goods3.9%
Utilities2.2%
Energy1.7%
Materials1.4%
Other15.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.