Hedeker Wealth, LLC

13F filer · CIK 0001633910

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$524MU.S. long equity reported on 13F

Positions724 new · 0 closed

Net flow last quarter-$13.7MBuys minus sells

Top 10 positions weight37.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202672 positions
AVGOBroadcom Inc.	$27.7M	5.28%	0.00%	-23.5%	Q3 2022
MSFTMicrosoft Corp	$20.6M	3.93%	0.00%	+6.9%	Q2 2016
PLTRPalantir Technologies Inc.	$19.9M	3.80%	0.01%	-20.7%	Q2 2021
COHRCoherent Corp.	$19.7M	3.76%	0.03%	-18.7%	Q3 2022
NVDANvidia Corp	$18.6M	3.55%	0.00%	-1.8%	Q3 2018
ASMLAsml Holding NV	$18M	3.43%	0.00%	-1.5%	Q1 2025
AAPLApple Inc.	$17.7M	3.37%	0.00%	-0.3%	Q4 2014
GOOGLAlphabet Inc.	$17.6M	3.36%	0.00%	-1.0%	Q4 2015
AMZNAmazon Com Inc	$17.3M	3.29%	0.00%	+0.2%	Q2 2016
GOOGAlphabet Inc.	$17M	3.25%	Not reported	-0.6%	Q4 2015
PULSPulse Electronics Corp	$15.7M	2.99%	1.80%	+13.7%	Q1 2025
SPINBimergen Energy Corp	$14.6M	2.79%	Not reported	+0.7%	Q3 2025
FIXComfort Systems USA Inc	$13.9M	2.65%	0.02%	-1.6%	Q2 2025
METAMeta Platforms, Inc.	$11.2M	2.14%	Not reported	-0.5%	Q2 2016
URIUnited Rentals, Inc.	$11.2M	2.13%	0.02%	+1.4%	Q2 2022
LLYELI LILLY & Co	$10.8M	2.07%	0.00%	-0.2%	Q4 2014
CCitigroup Inc	$10.4M	1.98%	0.00%	-1.5%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$10.2M	1.94%	Not reported	-3.4%	Q4 2014
GNRCGenerac Holdings Inc.	$9.68M	1.85%	0.06%	-1.4%	Q2 2021
NRGNRG Energy, Inc.	$8.41M	1.60%	0.03%	-0.4%	Q3 2021
TWLOTwilio Inc	$7.72M	1.47%	0.02%	-1.7%	Q4 2024
AYIAcuity Inc. (De)	$7.5M	1.43%	0.07%	+0.5%	Q2 2021
BXBlackstone Inc.	$6.98M	1.33%	0.01%	-8.3%	Q3 2022
JPMJPMorgan Chase & Co	$5.82M	1.11%	0.00%	-2.8%	Q4 2014
MSMorgan Stanley	$5.6M	1.07%	0.00%	+2.1%	Q1 2026
TFCTruist Financial Corp	$5.19M	0.99%	0.01%	+1.5%	Q2 2021
GEVGE Vernova Inc.	$4.97M	0.95%	0.00%	New	Q2 2026
KMIKinder Morgan, Inc.	$4.84M	0.92%	0.01%	-3.2%	Q2 2016
IBKRInteractive Brokers Group, Inc.	$4.68M	0.89%	0.02%	-7.3%	Q4 2025
WMTWalmart Inc.	$4.45M	0.85%	0.00%	-3.3%	Q4 2014
FCXFreeport-Mcmoran Inc	$4.29M	0.82%	0.00%	-1.0%	Q1 2022
NVTnVent Electric plc	$4.09M	0.78%	0.01%	-1.0%	Q3 2024
BLKBlackRock, Inc.	$3.96M	0.76%	0.00%	-0.1%	Q4 2014
CEGConstellation Energy Corp	$3.8M	0.73%	0.00%	Not reported	Q2 2025
VRTXVertex Pharmaceuticals Inc / Ma	$3.73M	0.71%	0.00%	-1.5%	Q3 2020
PSMTPricesmart Inc	$3.69M	0.70%	0.06%	-2.6%	Q1 2026
IESCIES Holdings, Inc.	$3.63M	0.69%	0.02%	-0.2%	Q1 2025
MTZMastec Inc	$3.55M	0.68%	0.01%	-1.4%	Q3 2025
UBERUber Technologies, Inc	$3.44M	0.66%	0.00%	-29.0%	Q3 2024
ULTAUlta Beauty, Inc.	$3.4M	0.65%	0.02%	-4.4%	Q2 2023
TROWPrice T Rowe Group Inc	$3.28M	0.63%	0.01%	-9.5%	Q2 2016
THCTenet Healthcare Corp	$3.12M	0.59%	0.02%	-5.7%	Q4 2024
LNCLincoln National Corp	$3.1M	0.59%	0.05%	-0.3%	Q3 2023
SHAKShake Shack Inc.	$2.84M	0.54%	Not reported	New	Q2 2026
LAMRLamar Advertising Co	$2.83M	0.54%	Not reported	-1.0%	Q2 2021
MDTMedtronic plc	$2.37M	0.45%	0.00%	-36.6%	Q4 2014
JLLJones Lang Lasalle Inc	$2.29M	0.44%	0.02%	-0.8%	Q3 2021
APPAppLovin Corp	$2.22M	0.42%	0.00%	-3.5%	Q1 2026
HHyatt Hotels Corp	$2.05M	0.39%	Not reported	-1.0%	Q3 2024
TMOThermo Fisher Scientific Inc.	$1.95M	0.37%	0.00%	-25.3%	Q2 2022

Q1 2026Reported May 11, 202668 positions
PLTRPalantir Technologies Inc.	$31.4M	6.64%	0.01%	+3.3%	Q2 2021
AVGOBroadcom Inc.	$29.6M	6.25%	0.00%	+2.0%	Q3 2022
MSFTMicrosoft Corp	$19.1M	4.04%	0.00%	+9.4%	Q2 2016
NVDANvidia Corp	$16.5M	3.49%	0.00%	+3.4%	Q3 2018
AAPLApple Inc.	$15.5M	3.28%	0.00%	+1.6%	Q4 2014
AMZNAmazon Com Inc	$15.1M	3.18%	0.00%	+1.6%	Q2 2016
COHRCoherent Corp.	$14.6M	3.09%	0.03%	-1.3%	Q3 2022
GOOGLAlphabet Inc.	$14.3M	3.02%	0.00%	+1.4%	Q4 2015
GOOGAlphabet Inc.	$13.9M	2.93%	Not reported	+1.1%	Q4 2015
SPINBimergen Energy Corp	$13.8M	2.91%	Not reported	+8.0%	Q3 2025
PULSPulse Electronics Corp	$13.8M	2.91%	1.59%	+101.5%	Q1 2025
ASMLAsml Holding NV	$12.1M	2.56%	0.00%	+2.1%	Q1 2025
METAMeta Platforms, Inc.	$11.5M	2.42%	Not reported	+18.2%	Q2 2016
FIXComfort Systems USA Inc	$9.83M	2.08%	0.02%	-0.1%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$9.16M	1.93%	Not reported	-5.5%	Q4 2014
CCitigroup Inc	$8.55M	1.80%	0.00%	+1.9%	Q4 2014
NRGNRG Energy, Inc.	$8.45M	1.78%	0.03%	+0.7%	Q3 2021
LLYELI LILLY & Co	$8.33M	1.76%	0.00%	Not reported	Q4 2014
BXBlackstone Inc.	$7.44M	1.57%	0.01%	+55.6%	Q3 2022
URIUnited Rentals, Inc.	$7.08M	1.49%	0.02%	+1.2%	Q2 2022
GNRCGenerac Holdings Inc.	$6.55M	1.38%	0.06%	+2.8%	Q2 2021
AYIAcuity Inc. (De)	$5.55M	1.17%	0.07%	+1.6%	Q2 2021
JPMJPMorgan Chase & Co	$5.38M	1.14%	0.00%	+0.7%	Q4 2014
KMIKinder Morgan, Inc.	$5.24M	1.11%	0.01%	+1.3%	Q2 2016
WMTWalmart Inc.	$5.05M	1.07%	0.00%	-0.7%	Q4 2014
UBERUber Technologies, Inc	$4.84M	1.02%	0.00%	-17.3%	Q3 2024
TWLOTwilio Inc	$4.79M	1.01%	0.03%	-10.1%	Q4 2024
TFCTruist Financial Corp	$4.72M	1.00%	0.01%	-2.6%	Q2 2021
MSMorgan Stanley	$4.32M	0.91%	0.00%	New	Q1 2026
MDTMedtronic plc	$4.14M	0.87%	0.00%	-5.7%	Q4 2014
ULTAUlta Beauty, Inc.	$4.13M	0.87%	0.02%	+2.8%	Q2 2023
FCXFreeport-Mcmoran Inc	$4.05M	0.85%	0.00%	+0.9%	Q1 2022
BLKBlackRock, Inc.	$3.97M	0.84%	0.00%	+138.9%	Q4 2014
IBKRInteractive Brokers Group, Inc.	$3.89M	0.82%	0.02%	+104.7%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$3.41M	0.72%	0.00%	+63.5%	Q3 2020
THCTenet Healthcare Corp	$3.33M	0.70%	0.02%	+4.7%	Q4 2024
LNCLincoln National Corp	$3.12M	0.66%	0.05%	+1.1%	Q3 2023
PSMTPricesmart Inc	$2.91M	0.62%	0.06%	New	Q1 2026
NVTnVent Electric plc	$2.88M	0.61%	0.02%	+3.8%	Q3 2024
BXSLBlackstone Secured Lending Fund	$2.88M	0.61%	0.05%	+114.2%	Q4 2024
TROWPrice T Rowe Group Inc	$2.87M	0.61%	0.01%	+201.9%	Q2 2016
MTZMastec Inc	$2.78M	0.59%	0.01%	+2.6%	Q3 2025
TMOThermo Fisher Scientific Inc.	$2.56M	0.54%	0.00%	-4.7%	Q2 2022
IESCIES Holdings, Inc.	$2.36M	0.50%	0.02%	+2.1%	Q1 2025
LAMRLamar Advertising Co	$2.32M	0.49%	Not reported	+2.0%	Q2 2021
JLLJones Lang Lasalle Inc	$2.27M	0.48%	0.02%	+2.4%	Q3 2021
APPAppLovin Corp	$1.78M	0.37%	0.00%	New	Q1 2026
HRMYHarmony Biosciences Holdings, Inc.	$1.7M	0.36%	0.11%	-17.3%	Q1 2024
HHyatt Hotels Corp	$1.53M	0.32%	Not reported	-25.3%	Q3 2024
HDHome Depot, Inc.	$1.45M	0.31%	0.00%	-0.9%	Q2 2015

Q4 2025Reported Jan 23, 202667 positions
PLTRPalantir Technologies Inc.	$37M	7.76%	0.01%	-10.8%	Q2 2021
AVGOBroadcom Inc.	$32.5M	6.81%	0.00%	-4.7%	Q3 2022
MSFTMicrosoft Corp	$22.8M	4.79%	0.00%	-7.5%	Q2 2016
NVDANvidia Corp	$17.1M	3.59%	0.00%	-6.4%	Q3 2018
AMZNAmazon Com Inc	$16.4M	3.45%	0.00%	-2.1%	Q2 2016
AAPLApple Inc.	$16.4M	3.44%	0.00%	-2.5%	Q4 2014
GOOGLAlphabet Inc.	$15.4M	3.22%	0.00%	-3.6%	Q4 2015
GOOGAlphabet Inc.	$15M	3.15%	Not reported	-3.5%	Q4 2015
SPINBimergen Energy Corp	$13.6M	2.84%	Not reported	+5.4%	Q3 2025
COHRCoherent Corp.	$11.5M	2.41%	0.04%	-6.9%	Q3 2022
METAMeta Platforms, Inc.	$11.2M	2.35%	Not reported	-7.2%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$10.2M	2.13%	Not reported	-0.6%	Q4 2014
LLYELI LILLY & Co	$9.73M	2.04%	0.00%	+375.9%	Q4 2014
ASMLAsml Holding NV	$9.61M	2.02%	0.00%	-4.7%	Q1 2025
NRGNRG Energy, Inc.	$9.14M	1.92%	0.03%	-5.2%	Q3 2021
CCitigroup Inc	$8.63M	1.81%	0.00%	-19.6%	Q4 2014
VVisa Inc.	$8.27M	1.74%	0.00%	-2.8%	Q4 2014
URIUnited Rentals, Inc.	$7.77M	1.63%	0.02%	-3.1%	Q2 2022
AYIAcuity Inc. (De)	$7.02M	1.47%	0.06%	-3.0%	Q2 2021
PULSPulse Electronics Corp	$6.85M	1.44%	0.79%	+91.5%	Q1 2025
GDDYGoDaddy Inc.	$6.84M	1.44%	0.04%	-3.6%	Q1 2023
FIXComfort Systems USA Inc	$6.66M	1.40%	0.02%	-4.6%	Q2 2025
UBERUber Technologies, Inc	$6.64M	1.39%	0.00%	-3.6%	Q3 2024
BXBlackstone Inc.	$6.41M	1.34%	0.01%	-3.0%	Q3 2022
TWLOTwilio Inc	$6.02M	1.26%	0.03%	-8.0%	Q4 2024
JPMJPMorgan Chase & Co	$5.86M	1.23%	0.00%	-2.2%	Q4 2014
BRK.BBerkshire Hathaway Inc	$5.31M	1.11%	Not reported	-2.3%	Q4 2014
TFCTruist Financial Corp	$5.18M	1.09%	0.01%	-0.9%	Q2 2021
MDTMedtronic plc	$4.86M	1.02%	0.00%	+1.3%	Q4 2014
ULTAUlta Beauty, Inc.	$4.64M	0.97%	0.02%	-1.6%	Q2 2023
WMTWalmart Inc.	$4.56M	0.96%	0.00%	-5.0%	Q4 2014
GNRCGenerac Holdings Inc.	$4.45M	0.93%	0.06%	-3.0%	Q2 2021
KMIKinder Morgan, Inc.	$4.24M	0.89%	0.01%	-5.0%	Q2 2016
LNCLincoln National Corp	$3.87M	0.81%	0.05%	+0.5%	Q3 2023
FCXFreeport-Mcmoran Inc	$3.47M	0.73%	0.00%	+0.1%	Q1 2022
THCTenet Healthcare Corp	$3.35M	0.70%	0.02%	-2.7%	Q4 2024
TMOThermo Fisher Scientific Inc.	$3.17M	0.66%	0.00%	-2.6%	Q2 2022
COSTCostco Wholesale Corp	$3M	0.63%	0.00%	-2.4%	Q2 2020
HRMYHarmony Biosciences Holdings, Inc.	$2.75M	0.58%	0.13%	-8.3%	Q1 2024
JLLJones Lang Lasalle Inc	$2.45M	0.51%	0.02%	-0.7%	Q3 2021
NVTnVent Electric plc	$2.39M	0.50%	0.01%	-2.0%	Q3 2024
HHyatt Hotels Corp	$2.29M	0.48%	Not reported	-2.7%	Q3 2024
LAMRLamar Advertising Co	$2.27M	0.48%	Not reported	-0.6%	Q2 2021
VRTXVertex Pharmaceuticals Inc / Ma	$2.11M	0.44%	0.00%	-39.1%	Q3 2020
IESCIES Holdings, Inc.	$1.89M	0.40%	0.02%	+2.2%	Q1 2025
BLKBlackRock, Inc.	$1.85M	0.39%	0.00%	-6.6%	Q4 2014
MTZMastec Inc	$1.83M	0.38%	0.01%	+0.8%	Q3 2025
IBKRInteractive Brokers Group, Inc.	$1.82M	0.38%	0.01%	New	Q4 2025
HDHome Depot, Inc.	$1.54M	0.32%	0.00%	-7.4%	Q2 2015
BXSLBlackstone Secured Lending Fund	$1.49M	0.31%	0.02%	-32.4%	Q4 2024

Q3 2025Reported Oct 21, 202571 positions
PLTRPalantir Technologies Inc.	$42.5M	8.84%	0.01%	-18.4%	Q2 2021
AVGOBroadcom Inc.	$32.5M	6.75%	0.00%	-0.1%	Q3 2022
MSFTMicrosoft Corp	$26.5M	5.50%	0.00%	+12.6%	Q2 2016
NVDANvidia Corp	$18.3M	3.80%	0.00%	+1.7%	Q3 2018
AMZNAmazon Com Inc	$16M	3.32%	0.00%	+1.7%	Q2 2016
AAPLApple Inc.	$15.7M	3.27%	0.00%	+0.5%	Q4 2014
METAMeta Platforms, Inc.	$13.4M	2.79%	Not reported	+10.4%	Q2 2016
SPINBimergen Energy Corp	$12.5M	2.60%	Not reported	New	Q3 2025
GOOGLAlphabet Inc.	$12.4M	2.57%	0.00%	+1.5%	Q4 2015
GOOGAlphabet Inc.	$12.1M	2.51%	Not reported	+1.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$10M	2.08%	Not reported	-2.7%	Q4 2014
NRGNRG Energy, Inc.	$9.81M	2.04%	0.03%	-0.4%	Q3 2021
URIUnited Rentals, Inc.	$9.46M	1.97%	0.02%	+1.0%	Q2 2022
CCitigroup Inc	$9.33M	1.94%	0.01%	+2.3%	Q4 2014
ASMLAsml Holding NV	$9.13M	1.90%	0.00%	+99.7%	Q1 2025
VVisa Inc.	$8.28M	1.72%	0.00%	+3.3%	Q4 2014
UBERUber Technologies, Inc	$8.26M	1.72%	0.00%	+1.8%	Q3 2024
GDDYGoDaddy Inc.	$7.83M	1.63%	0.04%	+3.1%	Q1 2023
BXBlackstone Inc.	$7.32M	1.52%	0.01%	+1.9%	Q3 2022
COHRCoherent Corp.	$7.2M	1.50%	0.04%	+5.3%	Q3 2022
AYIAcuity Inc. (De)	$6.92M	1.44%	0.07%	+0.9%	Q2 2021
FIXComfort Systems USA Inc	$6.17M	1.28%	0.02%	+3.1%	Q2 2025
JPMJPMorgan Chase & Co	$5.86M	1.22%	0.00%	+1.2%	Q4 2014
GNRCGenerac Holdings Inc.	$5.63M	1.17%	0.06%	+0.6%	Q2 2021
BRK.BBerkshire Hathaway Inc	$5.44M	1.13%	Not reported	+0.9%	Q4 2014
TFCTruist Financial Corp	$4.86M	1.01%	0.01%	+2.5%	Q2 2021
MDTMedtronic plc	$4.76M	0.99%	0.00%	+8.0%	Q4 2014
TWLOTwilio Inc	$4.61M	0.96%	0.03%	+49.7%	Q4 2024
KMIKinder Morgan, Inc.	$4.6M	0.96%	0.01%	+1.0%	Q2 2016
WMTWalmart Inc.	$4.44M	0.92%	0.00%	-2.8%	Q4 2014
ULTAUlta Beauty, Inc.	$4.27M	0.89%	0.02%	+6.5%	Q2 2023
PULSPulse Electronics Corp	$3.59M	0.75%	0.41%	-8.9%	Q1 2025
THCTenet Healthcare Corp	$3.52M	0.73%	0.02%	+2.0%	Q4 2024
LNCLincoln National Corp	$3.49M	0.73%	0.05%	+5.1%	Q3 2023
COSTCostco Wholesale Corp	$3.3M	0.69%	0.00%	+1.3%	Q2 2020
GTLSChart Industries Inc	$3.11M	0.65%	0.03%	-3.6%	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$3M	0.62%	0.00%	-12.9%	Q3 2020
TMOThermo Fisher Scientific Inc.	$2.72M	0.57%	0.00%	-4.0%	Q2 2022
FCXFreeport-Mcmoran Inc	$2.67M	0.56%	0.00%	+3.4%	Q1 2022
ZTSZoetis Inc.	$2.4M	0.50%	0.00%	+5.2%	Q4 2022
NVTnVent Electric plc	$2.36M	0.49%	0.01%	+10.4%	Q3 2024
LAMRLamar Advertising Co	$2.21M	0.46%	Not reported	+2.1%	Q2 2021
HRMYHarmony Biosciences Holdings, Inc.	$2.21M	0.46%	0.14%	+1.7%	Q1 2024
JLLJones Lang Lasalle Inc	$2.19M	0.45%	0.02%	+2.6%	Q3 2021
BXSLBlackstone Secured Lending Fund	$2.19M	0.45%	0.04%	+3.5%	Q4 2024
BLKBlackRock, Inc.	$2.15M	0.45%	0.00%	+8.2%	Q4 2014
HHyatt Hotels Corp	$2.08M	0.43%	Not reported	0.0%	Q3 2024
HDHome Depot, Inc.	$1.95M	0.41%	0.00%	+0.7%	Q2 2015
IESCIES Holdings, Inc.	$1.89M	0.39%	0.02%	+8.8%	Q1 2025
ADPTAdaptive Biotechnologies Corp	$1.82M	0.38%	0.08%	Not reported	Q2 2020

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