ZEGA Investments, LLC
Sector Allocation
- Other35.4%$212.4M
- Technology33.8%$202.8M
- Consumer Discretionary7.5%$45.0M
- Consumer Staples6.0%$35.7M
- Financials5.5%$33.2M
- Healthcare4.5%$27.1M
- Industrials3.5%$20.7M
- Energy2.6%$15.8M
- Materials0.6%$3.5M
- Utilities0.5%$2.8M
AUM History
13fpro.ai/research/fund/zega-investments-llc-2045703
Conviction and streaks
Diversifying · top 10 = 57.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$94.0M- SSGA$54.0M
SPY
$48.4MNVDA
$36.0MCOST
$24.7M- TIDAL$23.6M
AMZN
$21.1MTSLA
$15.8MMSFT
$14.2MMU
$12.4MXOM.R34088
$9.7MGOOGL
$9.2M- SPDR$8.3M
- SSGA$8.1M
AFL
$8.0MLLY
$8.0MMETA
$7.5MABBV
$6.4M- GRANITESHARES$5.7M
UNH
$5.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/zega-investments-llc-2045703
ZEGA Investments, LLC 13F holdings — Q2 2026
$973.0M portfolio (+9.3% QoQ) · 335 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
Includes $373.1M of put/call options ($100.3M puts, $272.8M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $599.9M. Weights use the stock portfolio.
$94.0M
15.7% of stocks
-7%This quarter+11.3%Since filed6+ qtrsHeld- 2
SSGA ACTIVE TR - ST STR BLACK ETF
$54.0M
9.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $48.4M
8.1% of stocks
-9%This quarter+2.5%Since filed6+ qtrsHeld$36.0M
6.0% of stocks
+6%This quarter+7.6%Since filed6+ qtrsHeld$24.7M
4.1% of stocks
+15%This quarter+5.6%Since filed6+ qtrsHeld- 6
TIDAL TRUST I - ZEGA BUY HED ETF
$23.6M
3.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $21.1M
3.5% of stocks
+6%This quarter-8.3%Since filed6+ qtrsHeld$15.8M
2.6% of stocks
+12%This quarter+25.8%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$14.2M
2.4% of stocks
+12%This quarter+14.6%Since filed6+ qtrsHeld$12.4M
2.1% of stocks
+3109%This quarter+9.8%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — ZEGA Investments, LLC (Q2 2026)
335 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUST | — | $104.5M | — | 140K | +0.6% | — | — | 13F | |
| 12 | SPDR S&P 500 ETF TRUST | — | $81.0M | — | 109K | -7% | — | — | 13F | |
| 13 | Apple Inc. | Technology | $33.1M | — | 114K | -10% | — | — | 13F | |
| 14 | NVIDIA CORP | Technology | $20.4M | — | 102K | -15% | — | — | 13F | |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $20.1M | — | 22K | +14% | — | — | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $11.6M | — | 49K | +3% | — | — | 13F | |
| 17 | INVESCO QQQ TRUST, SERIES 1 | — | $9.9M | — | 13K | -22% | — | — | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $9.7M | 1.6% | 71K | +0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $9.2M | 1.5% | 26K | +47% | 6+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund | — | $8.3M | 1.4% | 333K | -1% | — | — | 13F |
| 21 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETFetf/fund | — | $8.1M | 1.3% | 200K | -0.1% | — | — | 13F |
| 22 | AFLAC INC | Financials | $8.0M | 1.3% | 68K | +0.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $8.0M | 1.3% | 6,635 | -15% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $7.5M | 1.2% | 13K | -5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AFLAC INC | Financials | $7.0M | — | 59K | — | — | — | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $6.4M | 1.1% | 26K | -5% | |||
| 27 | $MSFT CALL | MICROSOFT CORP | Technology | $6.0M | — | 16K | +69% | |||
| 28 | $ABBV CALL | AbbVie Inc. | Healthcare | $6.0M | — | 24K | -5% | |||
| 29 | — | GRANITESHARES ETF TR - 2X LONG NVDA ETF | — | $5.7M | 0.9% | 190K | +200% | |||
| 30 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.1M | 0.8% | 12K | +9% | |||
| 31 | $QQQ CALL | INVESCO QQQ TRUST, SERIES 1 | — | $5.1M | — | 6,900 | -3% | |||
| 32 | $META CALL | Meta Platforms, Inc. | Technology | $5.1M | — | 9,000 | +41% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $3.8M | 0.6% | 11K | -28% | |||
| 34 | $V | VISA INC. | Financials | $3.7M | 0.6% | 11K | +0.0% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $3.7M | 0.6% | 3,449 | -6% | |||
| 36 | $ANET | Arista Networks, Inc. | Technology | $3.5M | 0.6% | 21K | +168% | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $3.5M | 0.6% | 9,303 | -4% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $3.2M | 0.5% | 28K | -5% | |||
| 39 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.0M | 0.5% | 4,079 | -0.6% | |||
| 40 | — | GLOBAL X FDS - US INFR DEV ETF | — | $3.0M | 0.5% | 51K | +57% | |||
| 41 | — | TIDAL TRUST II - YIELDMAX TRGT12 | — | $2.9M | 0.5% | 56K | +39% | |||
| 42 | — | SPDR SERIES TRUST - ST INTER ETF | — | $2.9M | 0.5% | 101K | +23% | |||
| 43 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $2.8M | 0.5% | 8,936 | — | |||
| 44 | $NSC CALL | NORFOLK SOUTHERN CORP | Industrials | $2.8M | — | 8,900 | — | |||
| 45 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.7M | 0.5% | 7,774 | +10% | |||
| 46 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.7M | 0.5% | 4,680 | -27% | |||
| 47 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $2.6M | 0.4% | 53K | +18% | |||
| 48 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.6M | 0.4% | 12K | New | |||
| 49 | — | TIDAL TRUST III - FUND GRA MID ETF | — | $2.6M | 0.4% | 82K | +43% | |||
| 50 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $2.5M | — | 6,000 | -58% | |||
| 51 | $GOOGL CALL | Alphabet Inc. | Technology | $2.5M | — | 7,000 | +25% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $2.5M | 0.4% | 7,609 | -53% | |||
| 53 | $WMT CALL | Walmart Inc. | Consumer Staples | $2.5M | — | 22K | -8% | |||
| 54 | $HD CALL | HOME DEPOT, INC. | Consumer Discretionary | $2.5M | — | 7,000 | +11% | |||
| 55 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.3M | 0.4% | 26K | -10% | |||
| 56 | $MCK | MCKESSON CORP | Consumer Staples | $2.2M | 0.4% | 2,975 | +0.1% | |||
| 57 | $GLD PUT | SPDR GOLD TRUST | Financials | $2.2M | — | 6,100 | +27% | |||
| 58 | $ABT CALL | ABBOTT LABORATORIES | Healthcare | $2.2M | — | 25K | +114% | |||
| 59 | $GLD | SPDR GOLD TRUST | Financials | $2.2M | 0.4% | 6,006 | -6% | |||
| 60 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $2.1M | 0.4% | 24K | +24% | |||
| 61 | — | TIDAL TRUST II - YIELDMAX TARGET | — | $2.1M | 0.4% | 19K | -15% | |||
| 62 | — | TIDAL TRUST II - DEF 500 INC ETF | — | $2.1M | 0.3% | 119K | +2% | |||
| 63 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $2.1M | 0.3% | 7,239 | +33% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.3% | 4,049 | +5% | |||
| 65 | $CAT CALL | CATERPILLAR INC | Industrials | $2.0M | — | 1,900 | — | |||
| 66 | — | ISHARES TR - CORE S&P500 ETF | — | $1.9M | 0.3% | 2,566 | -12% | |||
| 67 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.9M | 0.3% | 5,183 | -9% | |||
| 68 | — | PACER FDS TR - DEVELOPED MRKT | — | $1.9M | 0.3% | 46K | +31% | |||
| 69 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.3% | 7,517 | +18% | |||
| 70 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.9M | 0.3% | 21K | +15% | |||
| 71 | — | ISHARES TR - CORE S&P TTL STK | — | $1.8M | 0.3% | 11K | -1% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.3% | 5,391 | +2% | |||
| 73 | — | MADISON ETFS TRUST - SHOR TERM ST ETF | — | $1.6M | 0.3% | 77K | +22% | |||
| 74 | $MMM | 3M CO | Healthcare | $1.5M | 0.3% | 9,474 | — | |||
| 75 | $RTX | RTX Corp | Industrials | $1.5M | 0.3% | 8,048 | +0.4% | |||
| 76 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.3% | 10K | +44% | |||
| 77 | $MMM CALL | 3M CO | Healthcare | $1.5M | — | 9,300 | — | |||
| 78 | $RTX CALL | RTX Corp | Industrials | $1.5M | — | 7,900 | — | |||
| 79 | $IVZ CALL | Invesco Ltd. | Financials | $1.5M | — | 4,800 | +12% | |||
| 80 | $GLD CALL | SPDR GOLD TRUST | Financials | $1.4M | — | 3,900 | +50% | |||
| 81 | $KO | COCA COLA CO | Consumer Staples | $1.4M | 0.2% | 18K | +0.9% | |||
| 82 | $AAPL PUT | Apple Inc. | Technology | $1.4M | — | 4,900 | -54% | |||
| 83 | $PH | Parker-Hannifin Corp | Industrials | $1.4M | 0.2% | 1,412 | -10% | |||
| 84 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.4M | 0.2% | 5,217 | New | |||
| 85 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.3M | 0.2% | 12K | New | |||
| 86 | $WEC CALL | WEC ENERGY GROUP, INC. | Utilities | $1.3M | — | 12K | New | |||
| 87 | $AVGO CALL | Broadcom Inc. | Technology | $1.3M | — | 3,500 | -10% | |||
| 88 | $GLDM | World Gold Trust | Financials | $1.3M | 0.2% | 16K | -4% | |||
| 89 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.2% | 11K | +33% | |||
| 90 | $USB | US BANCORP DE | Financials | $1.3M | 0.2% | 21K | -19% | |||
| 91 | $ADP CALL | AUTOMATIC DATA PROCESSING INC | Technology | $1.3M | — | 5,700 | New | |||
| 92 | $PCAR | PACCAR INC | Industrials | $1.3M | 0.2% | 11K | — | |||
| 93 | $VLO CALL | VALERO ENERGY CORP/TX | Energy | $1.2M | — | 4,700 | New | |||
| 94 | $INTC | INTEL CORP | Technology | $1.2M | 0.2% | 8,743 | +0.0% | |||
| 95 | $USB CALL | US BANCORP DE | Financials | $1.2M | — | 20K | -19% | |||
| 96 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.2M | 0.2% | 15K | New | |||
| 97 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.2% | 7,315 | -14% | |||
| 98 | $MCK CALL | MCKESSON CORP | Consumer Staples | $1.2M | — | 1,600 | — | |||
| 99 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.2% | 977 | -15% | |||
| 100 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.2% | 8,166 | +0.0% | |||
| 101 | $SYK | STRYKER CORP | Healthcare | $1.1M | 0.2% | 3,441 | +7% | |||
| 102 | $PEP CALL | PEPSICO INC | Consumer Staples | $1.1M | — | 8,000 | — | |||
| 103 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.1M | 0.2% | 11K | -0.1% | |||
| 104 | $LLY PUT | ELI LILLY & Co | Healthcare | $1.1M | — | 900 | -10% | |||
| 105 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.2% | 7,113 | -0.4% | |||
| 106 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1M | 0.2% | 1,396 | -45% | |||
| 107 | $CB | Chubb Ltd | Financials | $1.1M | 0.2% | 3,125 | New | |||
| 108 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.2% | 2,827 | -4% | |||
| 109 | $ET | Energy Transfer LP | Energy | $1.0M | 0.2% | 54K | -3% | |||
| 110 | $HOOD | Robinhood Markets, Inc. | Financials | $1.0M | 0.2% | 10K | +2% | |||
| 111 | $ETN | Eaton Corp plc | Industrials | $1.0M | 0.2% | 2,396 | -12% | |||
| 112 | $ET CALL | Energy Transfer LP | Energy | $1.0M | — | 53K | -4% | |||
| 113 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.0M | 0.2% | 12K | +500% | |||
| 114 | — | MADISON ETFS TRUST - AGGREGATE BOND | — | $1.0M | 0.2% | 50K | +3% | |||
| 115 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $1.0M | 0.2% | 8,627 | +135% | |||
| 116 | $SYK CALL | STRYKER CORP | Healthcare | $1.0M | — | 3,200 | — | |||
| 117 | $AXP | AMERICAN EXPRESS CO | Financials | $1.0M | 0.2% | 2,970 | -3% | |||
| 118 | — | BONDBLOXX ETF TRUST - BLOOMBERG ONE YR | — | $990K | 0.2% | 20K | +22% | |||
| 119 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $990K | 0.2% | 2,637 | -3% | |||
| 120 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $988K | 0.2% | 4,014 | -1% | |||
| 121 | $DE | DEERE & CO | Industrials | $985K | 0.2% | 1,553 | +0.1% | |||
| 122 | $PH PUT | Parker-Hannifin Corp | Industrials | $978K | — | 1,000 | New | |||
| 123 | — | TIDAL TRUST I - SOFI SELECT 500 | — | $970K | 0.2% | 6,516 | +2% | |||
| 124 | $RKLB | Rocket Lab Corp | Industrials | $966K | 0.2% | 9,500 | New | |||
| 125 | — CALL | ISHARES TR - ISHARES SEMICDTR | — | $961K | — | 1,500 | — | |||
| 126 | — PUT | ISHARES TR - ISHARES SEMICDTR | — | $961K | — | 1,500 | — | |||
| 127 | $GOOG CALL | Alphabet Inc. | Technology | $954K | — | 2,700 | -49% | |||
| 128 | $PWR | QUANTA SERVICES, INC. | Industrials | $953K | 0.2% | 1,324 | -17% | |||
| 129 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $940K | 0.2% | 26K | -0.7% | |||
| 130 | $BNY | Bank of New York Mellon Corp | Financials | $919K | 0.1% | 6,356 | -12% | |||
| 131 | $UNP | UNION PACIFIC CORP | Industrials | $911K | 0.1% | 3,351 | +16% | |||
| 132 | $APD | Air Products & Chemicals, Inc. | Materials | $904K | 0.1% | 3,085 | -2% | |||
| 133 | — | TIDAL TRUST II - DEFIANCE NASDAQ | — | $881K | 0.1% | 46K | +11% | |||
| 134 | $MNST | Monster Beverage Corp | Consumer Staples | $878K | 0.1% | 9,136 | +0.5% | |||
| 135 | $VST | Vistra Corp. | Utilities | $876K | 0.1% | 5,525 | +33% | |||
| 136 | $KLAC | KLA CORP | Technology | $873K | 0.1% | 2,895 | +347% | |||
| 137 | $RKLB CALL | Rocket Lab Corp | Industrials | $864K | — | 8,500 | New | |||
| 138 | $OKE | ONEOK INC /NEW/ | Energy | $862K | 0.1% | 9,914 | +0.1% | |||
| 139 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $853K | 0.1% | 7,936 | +120% | |||
| 140 | $GS | GOLDMAN SACHS GROUP INC | Financials | $847K | 0.1% | 837 | -4% | |||
| 141 | $TPL | Texas Pacific Land Corp | Financials | $845K | 0.1% | 1,931 | +53% | |||
| 142 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $841K | 0.1% | 1,652 | +9% | |||
| 143 | $PKG | PACKAGING CORP OF AMERICA | Materials | $838K | 0.1% | 3,518 | -0.9% | |||
| 144 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $836K | 0.1% | 9,168 | -0.0% | |||
| 145 | $BA | BOEING CO | Industrials | $833K | 0.1% | 3,847 | — | |||
| 146 | $MCHP CALL | MICROCHIP TECHNOLOGY INC | Technology | $830K | — | 9,100 | — | |||
| 147 | $MCD | MCDONALDS CORP | Consumer Discretionary | $829K | 0.1% | 3,066 | +2% | |||
| 148 | $UPS CALL | UNITED PARCEL SERVICE INC | Industrials | $817K | — | 7,600 | +130% | |||
| 149 | $NFLX | NETFLIX INC | Communication Services | $810K | 0.1% | 11K | +25% | |||
| 150 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $787K | 0.1% | 5,365 | -0.2% |
What changed in Q2 2026
Against the previous quarter's 13F: 64 new, 108 added to, 113 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (64)
$ADPAUTOMATIC DATA PROCESSING INC$2.6M
first bought this quarter
$VLOVALERO ENERGY CORP/TX$1.4M
first bought this quarter
$WECWEC ENERGY GROUP, INC.$1.3M
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+58 more in the Excel export
Added to (108)
now $12.4M · held 2 qtrs, 2 adds in a row
- GRANITESHARES ETF TR - 2X LONG NVDA ETF+200%
now $5.7M
now $24.7M · held 6+ qtrs, 5 adds in a row
now $9.2M · held 6+ qtrs, 4 adds in a row
now $6.0M
now $20.1M
+102 more in the Excel export
Holdings by quarter
Every 13F ZEGA Investments, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow ZEGA Investments?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of ZEGA Investments's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+7.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 34% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
ZEGA Investments, LLC disclosed 335 positions worth $973.0M in its Form 13F-HR for Q2 2026 — $599.9M in common stock plus $373.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 15.7% of the equity portfolio. During the quarter the fund opened 64 new positions and exited 27 — including a new stake in $ADP and a full exit from $KMI. The portfolio is most concentrated in Other (35.4% of disclosed assets). All figures are sourced directly from ZEGA Investments, LLC’s Form 13F-HR filing with the SEC under CIK 2045703.
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