Skip to main content

Sharkey, Howes & Javer

13F filer · CIK 0001642246
Reported Jul 9, 2026
Net seller this quarter
13F portfolio value$829MU.S. long equity reported on 13F
Positions436 new · 2 closed
Net flow last quarter-$13MBuys minus sells
Top 10 positions weight5.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 9, 202643 positions
THROTheron Resource Group$16.1M1.94%4.72%-28.0%Q1 2025
IAUIshares Gold Trust$7.84M0.95%0.01%+15.8%Q4 2024
SHLDSears Holdings Corp$6.75M0.81%0.10%+9.7%Q1 2024
SPYSPDR S&P 500 ETF Trust$5.42M0.65%Not reported-56.5%Q2 2018
IBITiShares Bitcoin Trust ETF$2.41M0.29%0.01%+33.3%Q2 2025
LECOLincoln Electric Holdings Inc$2.37M0.29%0.02%Not reportedQ3 2024
ADIAnalog Devices Inc$1.84M0.22%0.00%-5.9%Q3 2017
MSFTMicrosoft Corp$1.66M0.20%0.00%+1.1%Q2 2015
PWRQuanta Services, Inc.$1.53M0.18%0.00%-7.0%Q4 2018
BRK.BBerkshire Hathaway Inc$1.39M0.17%Not reported-9.8%Q2 2015
AAPLApple Inc.$1.36M0.16%0.00%-2.6%Q2 2015
SPMDSupermedia Inc.$1.27M0.15%Not reported-46.4%Q3 2024
DELLDell Technologies Inc.$1.19M0.14%0.00%Not reportedQ3 2019
APHAmphenol Corp$979K0.12%0.00%Not reportedQ3 2023
QQQInvesco QQQ Trust, Series 1$743K0.09%Not reported-17.5%Q3 2019
GOOGLAlphabet Inc.$705K0.09%0.00%Not reportedQ2 2021
GLDSPDR Gold Trust$666K0.08%0.00%-49.8%Q3 2024
XOMExxonMobil Holdings Corp$565K0.07%0.00%-7.3%Q2 2015
RTXRTX Corp$542K0.07%0.00%+0.1%Q1 2022
GOOGAlphabet Inc.$440K0.05%Not reportedNot reportedQ4 2015
COSTCostco Wholesale Corp$438K0.05%0.00%+0.2%Q2 2015
HDHome Depot, Inc.$430K0.05%0.00%+0.4%Q2 2015
UNPUnion Pacific Corp$419K0.05%0.00%Not reportedQ2 2015
JPMJPMorgan Chase & Co$409K0.05%0.00%Not reportedQ3 2015
SPABASTROTECH Corp$401K0.05%Not reported-11.1%Q3 2022
AVGOBroadcom Inc.$363K0.04%0.00%Not reportedQ4 2024
AXPAmerican Express Co$354K0.04%0.00%Not reportedQ3 2024
CSCOCisco Systems, Inc.$317K0.04%0.00%-21.8%Q2 2015
VLUEiSHARES TRUST$315K0.04%Not reported+1.0%Q2 2020
JNJJohnson & Johnson$295K0.04%0.00%Not reportedQ2 2015
TSLATesla, Inc.$278K0.03%0.00%Not reportedQ2 2015
CVXChevron Corp$277K0.03%0.00%Not reportedQ2 2015
TMOThermo Fisher Scientific Inc.$264K0.03%0.00%Not reportedQ2 2015
AMZNAmazon Com Inc$262K0.03%0.00%Not reportedQ2 2015
FGDLFranklin Templeton Holdings Trust$255K0.03%0.06%+22.2%Q3 2025
EMXCEmax Holdings Corp$242K0.03%Not reportedNot reportedQ4 2023
ELVElevance Health, Inc.$241K0.03%0.00%-10.1%Q1 2026
PGPROCTER & GAMBLE Co$232K0.03%0.00%Not reportedQ2 2015
MCOMoodys Corp$227K0.03%0.00%Not reportedQ3 2023
NVDANvidia Corp$226K0.03%0.00%Not reportedQ1 2016
LLYELI LILLY & Co$204K0.02%0.00%NewQ2 2026
XELXcel Energy Inc$200K0.02%0.00%Not reportedQ2 2015
RCReady Capital Corp$28.4K0.00%0.01%Not reportedQ1 2019
Q1 2026Reported Apr 8, 202639 positions
THROTheron Resource Group$18.7M2.53%6.55%+4.0%Q1 2025
SPYSPDR S&P 500 ETF Trust$10.8M1.46%Not reported-30.8%Q2 2018
IAUIshares Gold Trust$7.91M1.07%0.01%-49.3%Q4 2024
SHLDSears Holdings Corp$7.3M0.98%0.09%+10.4%Q1 2024
LECOLincoln Electric Holdings Inc$2.22M0.30%0.02%Not reportedQ3 2024
IBITiShares Bitcoin Trust ETF$2.09M0.28%0.00%+69.1%Q2 2025
SPMDSupermedia Inc.$2.07M0.28%Not reported-25.4%Q3 2024
MSFTMicrosoft Corp$1.63M0.22%0.00%-12.7%Q2 2015
ADIAnalog Devices Inc$1.57M0.21%0.00%Not reportedQ3 2017
GLDSPDR Gold Trust$1.55M0.21%0.00%-39.2%Q3 2024
BRK.BBerkshire Hathaway Inc$1.47M0.20%Not reported-18.2%Q2 2015
PWRQuanta Services, Inc.$1.26M0.17%0.00%-15.5%Q4 2018
AAPLApple Inc.$1.23M0.17%0.00%-12.6%Q2 2015
SLViShares Silver Trust$1.12M0.15%0.00%-32.4%Q4 2015
XOMExxonMobil Holdings Corp$756K0.10%0.00%+16.6%Q2 2015
QQQInvesco QQQ Trust, Series 1$706K0.10%Not reported-3.5%Q3 2019
APHAmphenol Corp$701K0.09%0.00%Not reportedQ3 2023
GOOGLAlphabet Inc.$567K0.08%0.00%-8.5%Q2 2021
RTXRTX Corp$551K0.07%0.00%-20.0%Q1 2022
COSTCostco Wholesale Corp$467K0.06%0.00%Not reportedQ2 2015
SPABASTROTECH Corp$453K0.06%Not reported-40.3%Q3 2022
DELLDell Technologies Inc.$452K0.06%0.00%Not reportedQ3 2019
HDHome Depot, Inc.$399K0.05%0.00%-30.6%Q2 2015
JPMJPMorgan Chase & Co$367K0.05%0.00%-30.0%Q3 2015
GOOGAlphabet Inc.$357K0.05%Not reported-13.0%Q4 2015
CVXChevron Corp$346K0.05%0.00%+26.0%Q2 2015
AXPAmerican Express Co$317K0.04%0.00%-20.7%Q3 2024
AVGOBroadcom Inc.$297K0.04%0.00%Not reportedQ4 2024
JNJJohnson & Johnson$284K0.04%0.00%-0.9%Q2 2015
CSCOCisco Systems, Inc.$267K0.04%0.00%-8.1%Q2 2015
TMOThermo Fisher Scientific Inc.$259K0.03%0.00%-6.6%Q2 2015
FGDLFranklin Templeton Holdings Trust$243K0.03%0.05%-65.2%Q3 2025
CMECme Group Inc.$233K0.03%0.00%-3.8%Q1 2025
PGPROCTER & GAMBLE Co$229K0.03%0.00%+2.1%Q2 2015
AMZNAmazon Com Inc$229K0.03%0.00%Not reportedQ2 2015
VLUEiSHARES TRUST$222K0.03%Not reportedNot reportedQ2 2020
MCOMoodys Corp$219K0.03%0.00%-5.8%Q3 2023
ELVElevance Health, Inc.$203K0.03%0.00%NewQ1 2026
RCReady Capital Corp$26.3K0.00%0.01%Not reportedQ1 2019
Q4 2025Reported Jan 13, 202645 positions
THROTheron Resource Group$19.2M2.44%6.30%+8.5%Q1 2025
SPYSPDR S&P 500 ETF Trust$16.4M2.09%Not reported-19.2%Q2 2018
IAUIshares Gold Trust$14.4M1.83%0.02%-0.3%Q4 2024
SHLDSears Holdings Corp$6.05M0.77%0.09%+3.6%Q1 2024
SPMDSupermedia Inc.$2.72M0.35%Not reported-22.1%Q3 2024
MSFTMicrosoft Corp$2.44M0.31%0.00%-20.0%Q2 2015
GLDSPDR Gold Trust$2.35M0.30%0.00%-30.6%Q3 2024
LECOLincoln Electric Holdings Inc$2.14M0.27%0.02%Not reportedQ3 2024
BRK.BBerkshire Hathaway Inc$1.89M0.24%Not reported-0.4%Q2 2015
IBITiShares Bitcoin Trust ETF$1.59M0.20%0.00%+55.4%Q2 2025
SLViShares Silver Trust$1.56M0.20%0.00%+53.5%Q4 2015
AAPLApple Inc.$1.5M0.19%0.00%0.0%Q2 2015
ADIAnalog Devices Inc$1.33M0.17%0.00%-5.9%Q3 2017
PWRQuanta Services, Inc.$1.14M0.15%0.00%Not reportedQ4 2018
SIVRabrdn Silver ETF Trust$843K0.11%0.02%+40.4%Q3 2025
QQQInvesco QQQ Trust, Series 1$778K0.10%Not reportedNot reportedQ3 2019
SPABASTROTECH Corp$762K0.10%Not reported-46.9%Q3 2022
APHAmphenol Corp$750K0.10%0.00%Not reportedQ3 2023
GOOGLAlphabet Inc.$675K0.09%0.00%Not reportedQ2 2021
RTXRTX Corp$655K0.08%0.00%+1.8%Q1 2022
FGDLFranklin Templeton Holdings Trust$647K0.08%0.15%+0.1%Q3 2025
HDHome Depot, Inc.$602K0.08%0.00%+0.3%Q2 2015
JPMJPMorgan Chase & Co$575K0.07%0.00%Not reportedQ3 2015
AXPAmerican Express Co$488K0.06%0.00%Not reportedQ3 2024
XOMExxonMobil Holdings Corp$460K0.06%0.00%+11.4%Q2 2015
GOOGAlphabet Inc.$449K0.06%Not reportedNot reportedQ4 2015
COSTCostco Wholesale Corp$403K0.05%0.00%-0.9%Q2 2015
DELLDell Technologies Inc.$346K0.04%0.00%Not reportedQ3 2019
AVGOBroadcom Inc.$332K0.04%0.00%Not reportedQ4 2024
TMOThermo Fisher Scientific Inc.$326K0.04%0.00%Not reportedQ2 2015
NVDANvidia Corp$299K0.04%0.00%Not reportedQ1 2016
CSCOCisco Systems, Inc.$289K0.04%0.00%+0.1%Q2 2015
MCOMoodys Corp$272K0.03%0.00%Not reportedQ3 2023
GLDMWorld Gold Trust$268K0.03%0.00%NewQ4 2025
AMZNAmazon Com Inc$253K0.03%0.00%Not reportedQ2 2015
JNJJohnson & Johnson$243K0.03%0.00%Not reportedQ2 2015
EMXCEmax Holdings Corp$225K0.03%Not reported-10.4%Q4 2023
CMECme Group Inc.$224K0.03%0.00%Not reportedQ1 2025
PGPROCTER & GAMBLE Co$222K0.03%0.00%Not reportedQ2 2015
ADPAutomatic Data Processing Inc$215K0.03%0.00%Not reportedQ2 2015
ADBEAdobe Inc.$213K0.03%0.00%Not reportedQ2 2015
ABTAbbott Laboratories$211K0.03%0.00%Not reportedQ2 2015
VRSKVerisk Analytics, Inc.$206K0.03%0.00%Not reportedQ3 2023
CVXChevron Corp$202K0.03%0.00%-0.8%Q2 2015
RCReady Capital Corp$35.4K0.00%0.01%Not reportedQ1 2019
Q3 2025Reported Oct 10, 202547 positions
SPYSPDR S&P 500 ETF Trust$19.9M2.55%Not reported+9.8%Q2 2018
THROTheron Resource Group$17.4M2.23%5.81%+2.5%Q1 2025
IAUIshares Gold Trust$12.9M1.66%0.02%+49.8%Q4 2024
SHLDSears Holdings Corp$6.33M0.81%0.08%-2.6%Q1 2024
SPMDSupermedia Inc.$3.45M0.44%Not reported-15.5%Q3 2024
MSFTMicrosoft Corp$3.27M0.42%0.00%-0.6%Q2 2015
GLDSPDR Gold Trust$3.03M0.39%0.00%-39.5%Q3 2024
LECOLincoln Electric Holdings Inc$2.1M0.27%0.02%Not reportedQ3 2024
BRK.BBerkshire Hathaway Inc$1.9M0.24%Not reported+1.8%Q2 2015
SPABASTROTECH Corp$1.44M0.19%Not reported-59.1%Q3 2022
AAPLApple Inc.$1.41M0.18%0.00%+14.3%Q2 2015
IBITiShares Bitcoin Trust ETF$1.34M0.17%0.00%+121.1%Q2 2025
ADIAnalog Devices Inc$1.29M0.17%0.00%-4.1%Q3 2017
PWRQuanta Services, Inc.$1.12M0.14%0.00%-5.1%Q4 2018
QQQInvesco QQQ Trust, Series 1$760K0.10%Not reported-6.2%Q3 2019
HDHome Depot, Inc.$706K0.09%0.00%+5.4%Q2 2015
APHAmphenol Corp$687K0.09%0.00%Not reportedQ3 2023
SLViShares Silver Trust$670K0.09%0.00%Not reportedQ4 2015
RTXRTX Corp$587K0.08%0.00%+0.1%Q1 2022
FGDLFranklin Templeton Holdings Trust$580K0.07%0.21%NewQ3 2025
JPMJPMorgan Chase & Co$563K0.07%0.00%+1.9%Q3 2015
GOOGLAlphabet Inc.$524K0.07%0.00%+6.5%Q2 2021
AXPAmerican Express Co$439K0.06%0.00%Not reportedQ3 2024
COSTCostco Wholesale Corp$437K0.06%0.00%Not reportedQ2 2015
SIVRabrdn Silver ETF Trust$395K0.05%0.01%NewQ3 2025
DELLDell Technologies Inc.$390K0.05%0.00%Not reportedQ3 2019
XOMExxonMobil Holdings Corp$387K0.05%0.00%Not reportedQ2 2015
GOOGAlphabet Inc.$349K0.04%Not reportedNot reportedQ4 2015
AVGOBroadcom Inc.$317K0.04%0.00%Not reportedQ4 2024
NVDANvidia Corp$299K0.04%0.00%Not reportedQ1 2016
TMOThermo Fisher Scientific Inc.$273K0.04%0.00%Not reportedQ2 2015
CSCOCisco Systems, Inc.$256K0.03%0.00%0.0%Q2 2015
MCOMoodys Corp$254K0.03%0.00%Not reportedQ3 2023
ADPAutomatic Data Processing Inc$245K0.03%0.00%+0.1%Q2 2015
AMZNAmazon Com Inc$241K0.03%0.00%+15.0%Q2 2015
PGPROCTER & GAMBLE Co$238K0.03%0.00%Not reportedQ2 2015
EMXCEmax Holdings Corp$233K0.03%Not reported-80.4%Q4 2023
VRSKVerisk Analytics, Inc.$231K0.03%0.00%Not reportedQ3 2023
ABTAbbott Laboratories$226K0.03%0.00%Not reportedQ2 2015
SYKStryker Corp$224K0.03%0.00%Not reportedQ2 2015
CMECme Group Inc.$221K0.03%0.00%Not reportedQ1 2025
JNJJohnson & Johnson$217K0.03%0.00%-16.4%Q2 2015
ADBEAdobe Inc.$215K0.03%0.00%Not reportedQ2 2015
CVXChevron Corp$208K0.03%0.00%Not reportedQ2 2015
XELXcel Energy Inc$201K0.03%0.00%Not reportedQ2 2015
CDWCDW Corp$201K0.03%0.00%Not reportedQ3 2023
RCReady Capital Corp$62.8K0.01%0.01%Not reportedQ1 2019
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.