Markowski Investments
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2149795
Institutional-grade research for retail investors
Sector Allocation
- Other62.9%$285.8M
- Technology15.8%$71.6M
- Financials9.6%$43.5M
- Consumer Discretionary2.5%$11.5M
- Energy1.9%$8.7M
- Consumer Staples1.8%$8.1M
- Industrials1.6%$7.4M
- Healthcare1.6%$7.3M
- Utilities1.2%$5.5M
- Real Estate0.7%$3.2M
Largest positions — Q2 2026
- SPDR$36.4M
- VANGUARD$28.7M
- VANGUARD$25.4M
- VANGUARD$22.8M
- JANUS$20.6M
AAPL
$19.5MIVZ
$18.3M- ISHARES$16.8M
- JANUS$13.6M
- VANGUARD$13.4M
- CAPITAL$12.9M
- VANGUARD$12.2M
- GOLDMAN$12.0M
GOOGL
$11.9MNVDA
$10.6M- GOLDMAN$10.4M
- VANGUARD$10.3M
- PACER$9.2M
MSFT
$8.3MAMZN
$7.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/markowski-investments-2149795
Markowski Investments 13F holdings — Q2 2026
$454.2M portfolio · 619 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
- 1
SPDR SERIES TRUST - COM
$36.4M
8.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD WORLD FD - COM
$28.7M
6.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SPECIALIZED FUNDS - COM
$25.4M
5.6% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WHITEHALL FDS - COM
$22.8M
5.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 5
JANUS DETROIT STR TR - COM
$20.6M
4.5% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $19.5M
4.3% of stocks
—This quarter+12.7%Since filed1+ qtrsHeld$18.3M
4.0% of stocks
—This quarter-11.8%Since filed1+ qtrsHeld- 8
ISHARES TR - COM
$16.8M
3.7% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 9
JANUS DETROIT STR TR - COM
$13.6M
3.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD WHITEHALL FDS - COM
$13.4M
3.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - COM | $36.4M | 8.0% | — | — | — | — | — | |
| 2 | VANGUARD WORLD FD - COM | $28.7M | 6.3% | — | — | — | — | — | |
| 3 | VANGUARD SPECIALIZED FUNDS - COM | $25.4M | 5.6% | — | — | — | — | — | |
| 4 | VANGUARD WHITEHALL FDS - COM | $22.8M | 5.0% | — | — | — | — | — | |
| 5 | JANUS DETROIT STR TR - COM | $20.6M | 4.5% | — | — | — | — | — | |
| 6 | $19.5M | 4.3% | — | +12.7% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $18.3M | 4.0% | — | -11.8% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - COM | $16.8M | 3.7% | — | — | — | — | — | |
| 9 | JANUS DETROIT STR TR - COM | $13.6M | 3.0% | — | — | — | — | — | |
| 10 | VANGUARD WHITEHALL FDS - COM | $13.4M | 3.0% | — | — | — | — | — |
All holdings — Markowski Investments (Q2 2026)
619 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 | — | CAPITAL GRP FIXED INCM ETF T - COMetf/fund | — | $12.9M | 2.8% | 471K | — | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - COMetf/fund | — | $12.2M | 2.7% | 142K | — | — | — | 13F |
| 13 | — | GOLDMAN SACHS ETF TR - COMetf/fund | — | $12.0M | 2.6% | 203K | — | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $11.9M | 2.6% | 33K | — | 1+ qtrs | 77.7 | 13F | |
| 15 | NVIDIA CORP | Technology | $10.6M | 2.3% | 53K | — | 1+ qtrs | 86.0 | 13F | |
| 16 | — | GOLDMAN SACHS ETF TR - COMetf/fund | — | $10.4M | 2.3% | 188K | — | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - COMetf/fund | — | $10.3M | 2.3% | 107K | — | — | — | 13F |
| 18 | — | PACER FDS TR - COM | — | $9.2M | 2.0% | 149K | — | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $8.3M | 1.8% | 22K | — | 1+ qtrs | 79.8 | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $7.9M | 1.7% | 33K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $7.4M | 1.6% | 23K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD VALUE INDEX FUND ETF SHARES - COMetf/fund | — | $5.1M | 1.1% | 24K | — | — | — | 13F |
| 23 | GOLDMAN SACHS GROUP INC | Financials | $4.8M | 1.1% | 4,793 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Broadcom Inc. | Technology | $4.7M | 1.0% | 12K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $4.7M | 1.0% | 13K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | AMERICAN CENTY ETF TR - COM | — | $3.8M | 0.8% | 42K | — | |||
| 27 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.7M | 0.8% | 44K | — | |||
| 28 | — | SELECT SECTOR SPDR TR - COM | — | $3.6M | 0.8% | 19K | — | |||
| 29 | $DUK | Duke Energy CORP | Utilities | $3.4M | 0.8% | 27K | — | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD - COM | — | $3.2M | 0.7% | 36K | — | |||
| 31 | $CVX | CHEVRON CORP | Energy | $3.2M | 0.7% | 19K | — | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $2.9M | 0.6% | 5,152 | — | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $2.9M | 0.6% | 2,722 | — | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $2.7M | 0.6% | 11K | — | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.6M | 0.6% | 18K | — | |||
| 36 | $PANW | Palo Alto Networks Inc | Technology | $2.3M | 0.5% | 6,732 | — | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $2.2M | 0.5% | 1,821 | — | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.5% | 2,265 | — | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.5% | 15K | — | |||
| 40 | — | VANGUARD MATERIALS INDEXFUND ETF SHARES - COM | — | $2.1M | 0.5% | 8,961 | — | |||
| 41 | — | BONDBLOXX ETF TRUST - COM | — | $2.0M | 0.5% | 41K | — | |||
| 42 | $V | VISA INC. | Financials | $1.9M | 0.4% | 5,617 | — | |||
| 43 | — | SCHWAB STRATEGIC TR - COM | — | $1.6M | 0.4% | 48K | — | |||
| 44 | — | J P MORGAN EXCHANGE TRADED F - COM | — | $1.6M | 0.4% | 29K | — | |||
| 45 | $ENB | ENBRIDGE INC | Energy | $1.6M | 0.4% | 30K | — | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $1.5M | 0.3% | 18K | — | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.3% | 2,773 | — | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.4M | 0.3% | 2,677 | — | |||
| 49 | $UBER | Uber Technologies, Inc | Technology | $1.3M | 0.3% | 18K | — | |||
| 50 | $WELL | WELLTOWER INC. | Real Estate | $1.3M | 0.3% | 5,720 | — | |||
| 51 | $SO | SOUTHERN CO | Utilities | $1.2M | 0.3% | 13K | — | |||
| 52 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.3% | 2,790 | — | |||
| 53 | — | VANGUARD INDEX FDS - COM | — | $1.2M | 0.3% | 4,802 | — | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.3% | 9,832 | — | |||
| 55 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.3% | 4,193 | — | |||
| 56 | — | VANGUARD S&P 500 ETF - COM | — | $1.1M | 0.2% | 1,557 | — | |||
| 57 | — | ISHARES TR - COM | — | $1.0M | 0.2% | 9,407 | — | |||
| 58 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - COM | — | $837K | 0.2% | 9,789 | — | |||
| 59 | $MU | MICRON TECHNOLOGY INC | Technology | $815K | 0.2% | 706 | — | |||
| 60 | $MS | MORGAN STANLEY | Financials | $813K | 0.2% | 3,888 | — | |||
| 61 | — | GLOBAL X FDS - COM | — | $747K | 0.2% | 18K | — | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $747K | 0.2% | 6,597 | — | |||
| 63 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - COM | — | $740K | 0.2% | 10K | — | |||
| 64 | — | VANGUARD INDEX FDS - COM | — | $709K | 0.2% | 1,917 | — | |||
| 65 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $668K | 0.1% | 950 | — | |||
| 66 | — | VANECK ETF TRUST - COM | — | $656K | 0.1% | 1,000 | — | |||
| 67 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $634K | 0.1% | 2,256 | — | |||
| 68 | $VICI | VICI PROPERTIES INC. | Real Estate | $634K | 0.1% | 24K | — | |||
| 69 | $GLD | SPDR GOLD TRUST | Financials | $634K | 0.1% | 1,720 | — | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $620K | 0.1% | 1,758 | — | |||
| 71 | — | SCHWAB STRATEGIC TR - COM | — | $590K | 0.1% | 19K | — | |||
| 72 | — | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES - COM | — | $589K | 0.1% | 2,391 | — | |||
| 73 | — | VANGUARD INDEX FDS - COM | — | $588K | 0.1% | 1,609 | — | |||
| 74 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $572K | 0.1% | 776 | — | |||
| 75 | — | J P MORGAN EXCHANGE TRADED F - COM | — | $565K | 0.1% | 9,199 | — | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $556K | 0.1% | 7,351 | — | |||
| 77 | $AMGN | AMGEN INC | Healthcare | $533K | 0.1% | 1,471 | — | |||
| 78 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $469K | 0.1% | 9,112 | — | |||
| 79 | $DVN | DEVON ENERGY CORP/DE | Energy | $450K | 0.1% | 11K | — | |||
| 80 | $PM | Philip Morris International Inc. | Consumer Staples | $416K | 0.1% | 2,301 | — | |||
| 81 | — | VANGUARD CHARLOTTE FDS - COM | — | $411K | 0.1% | 8,484 | — | |||
| 82 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $383K | 0.1% | 9,036 | — | |||
| 83 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $369K | 0.1% | 1,499 | — | |||
| 84 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES - COM | — | $357K | 0.1% | 2,315 | — | |||
| 85 | $CMI | CUMMINS INC | Industrials | $356K | 0.1% | 499 | — | |||
| 86 | $PH | Parker-Hannifin Corp | Industrials | $348K | 0.1% | 356 | — | |||
| 87 | $MRK | Merck & Co., Inc. | Healthcare | $332K | 0.1% | 2,585 | — | |||
| 88 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST - COM | — | $319K | 0.1% | 611 | — | |||
| 89 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $319K | 0.1% | 418 | — | |||
| 90 | $MET | METLIFE INC | Financials | $319K | 0.1% | 3,765 | — | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $314K | 0.1% | 1,237 | — | |||
| 92 | — | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES - COM | — | $303K | 0.1% | 840 | — | |||
| 93 | $GD | GENERAL DYNAMICS CORP | Industrials | $282K | 0.1% | 796 | — | |||
| 94 | — | GLOBAL X FDS - COM | — | $280K | 0.1% | 15K | — | |||
| 95 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $273K | 0.1% | 6,674 | — | |||
| 96 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $269K | 0.1% | 373 | — | |||
| 97 | $NFLX | NETFLIX INC | Communication Services | $269K | 0.1% | 3,763 | — | |||
| 98 | — | VANGUARD INTL EQUITY INDEX F - COM | — | $266K | 0.1% | 4,449 | — | |||
| 99 | $KMI | KINDER MORGAN, INC. | Energy | $258K | 0.1% | 8,071 | — | |||
| 100 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET - COM | — | $253K | 0.1% | 5,038 | — | |||
| 101 | — | VANGUARD WORLD FD - COM | — | $253K | 0.1% | 2,873 | — | |||
| 102 | $BLK | BlackRock, Inc. | Financials | $249K | 0.1% | 259 | — | |||
| 103 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $239K | 0.1% | 9,634 | — | |||
| 104 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $237K | 0.1% | 3,301 | — | |||
| 105 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $228K | 0.1% | 1,664 | — | |||
| 106 | — | HARBOR LONG-TERM GROWERSETF - COM | — | $227K | 0.1% | 6,992 | — | |||
| 107 | $COP | CONOCOPHILLIPS | Energy | $224K | 0.1% | 2,157 | — | |||
| 108 | $BNY | Bank of New York Mellon Corp | Financials | $223K | 0.1% | 1,545 | — | |||
| 109 | $META | Meta Platforms, Inc. | Technology | $223K | 0.1% | 2,863 | — | |||
| 110 | — | BONDBLOXX CCC RATED USD HIGH YIELD CORPORATE BOND ETF - COM | — | $211K | 0.1% | 5,777 | — | |||
| 111 | $KLAC | KLA CORP | Technology | $211K | 0.1% | 700 | — | |||
| 112 | — | VANGUARD LONG-TERM TREASINDEX FD ETF SHS - COM | — | $209K | 0.1% | 3,794 | — | |||
| 113 | $DELL | Dell Technologies Inc. | Technology | $209K | 0.1% | 484 | — | |||
| 114 | $SLV | iShares Silver Trust | Financials | $201K | 0.0% | 3,760 | — | |||
| 115 | — | ISHARES AAA CLO ACTIVE ETF - COM | — | $200K | 0.0% | 3,850 | — | |||
| 116 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $198K | 0.0% | 730 | — | |||
| 117 | $USB | US BANCORP \DE\ | Financials | $197K | 0.0% | 3,255 | — | |||
| 118 | — | TIDAL TRUST I - COM | — | $197K | 0.0% | 7,108 | — | |||
| 119 | — | DIMENSIONAL ETF TRUST - COM | — | $192K | 0.0% | 4,321 | — | |||
| 120 | $T | AT&T INC. | Communication Services | $181K | 0.0% | 8,744 | — | |||
| 121 | — | VANGUARD BD INDEX FDS - COM | — | $180K | 0.0% | 2,343 | — | |||
| 122 | $ET | Energy Transfer LP | Energy | $178K | 0.0% | 9,295 | — | |||
| 123 | $AXP | AMERICAN EXPRESS CO | Financials | $178K | 0.0% | 525 | — | |||
| 124 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $175K | 0.0% | 3,067 | — | |||
| 125 | $FITB | FIFTH THIRD BANCORP | Financials | $175K | 0.0% | 3,098 | — | |||
| 126 | $PEP | PEPSICO INC | Consumer Staples | $172K | 0.0% | 1,273 | — | |||
| 127 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $168K | 0.0% | 1,560 | — | |||
| 128 | $C | CITIGROUP INC | Financials | $168K | 0.0% | 1,198 | — | |||
| 129 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $165K | 0.0% | 823 | — | |||
| 130 | $UNP | UNION PACIFIC CORP | Industrials | $165K | 0.0% | 605 | — | |||
| 131 | $PLD | Prologis, Inc. | Real Estate | $159K | 0.0% | 1,171 | — | |||
| 132 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $158K | 0.0% | 272 | — | |||
| 133 | $CSX | CSX CORP | Industrials | $153K | 0.0% | 3,217 | — | |||
| 134 | $VRT | Vertiv Holdings Co | Technology | $151K | 0.0% | 450 | — | |||
| 135 | $ABT | ABBOTT LABORATORIES | Healthcare | $148K | 0.0% | 1,636 | — | |||
| 136 | $QCOM | QUALCOMM INC/DE | Technology | $145K | 0.0% | 785 | — | |||
| 137 | — | VANECK FALLEN ANGEL HIGHYIELD BOND ETF - COM | — | $144K | 0.0% | 4,925 | — | |||
| 138 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - COM | — | $144K | 0.0% | 2,780 | — | |||
| 139 | — | DIMENSIONAL WORLD EQUITYETF - COM | — | $144K | 0.0% | 1,738 | — | |||
| 140 | $VLO | VALERO ENERGY CORP/TX | Energy | $139K | 0.0% | 534 | — | |||
| 141 | $RTX | RTX Corp | Industrials | $138K | 0.0% | 730 | — | |||
| 142 | $GLW | CORNING INC /NY | Materials | $133K | 0.0% | 522 | — | |||
| 143 | $PFE | PFIZER INC | Healthcare | $133K | 0.0% | 5,538 | — | |||
| 144 | $WPC | W. P. Carey Inc. | Real Estate | $133K | 0.0% | 1,863 | — | |||
| 145 | $VST | Vistra Corp. | Utilities | $131K | 0.0% | 825 | — | |||
| 146 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - COM | — | $130K | 0.0% | 1,831 | — | |||
| 147 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $129K | 0.0% | 828 | — | |||
| 148 | — | ISHARES NATIONAL MUNI BOND ETF - COM | — | $129K | 0.0% | 1,200 | — | |||
| 149 | $AHR | American Healthcare REIT, Inc. | Real Estate | $127K | 0.0% | 2,430 | — | |||
| 150 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $123K | 0.0% | 1,199 | — |
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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Markowski Investments's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-3.9%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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 Q2 2026 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
Markowski Investments disclosed 619 positions worth $454.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 619 new positions and exited 0. The portfolio is most concentrated in Other (62.9% of disclosed assets). All figures are sourced directly from Markowski Investments’s Form 13F-HR filing with the SEC under CIK 2149795.
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