Deane Retirement Strategies, Inc.

13F filer · CIK 0001659346

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$236MU.S. long equity reported on 13F

Positions3918 new · 10 closed

Net flow last quarter+$56.5MBuys minus sells

Top 10 positions weight29.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202639 positions
IAUIshares Gold Trust	$9.33M	3.95%	0.02%	+36.5%	Q1 2022
GLDSPDR Gold Trust	$8.9M	3.77%	0.01%	+16.4%	Q2 2020
GOOGLAlphabet Inc.	$7.29M	3.09%	0.00%	+22.6%	Q1 2016
CFCF Industries Holdings, Inc.	$6.71M	2.84%	0.04%	+27.1%	Q2 2017
XOMExxonMobil Holdings Corp	$6.56M	2.78%	0.00%	+45.8%	Q4 2014
CVXChevron Corp	$6.56M	2.78%	0.00%	Not reported	Q4 2014
AMZNAmazon Com Inc	$6.35M	2.69%	0.00%	+106472.0%	Q3 2015
VLOValero Energy Corp	$5.64M	2.39%	0.01%	-2.5%	Q1 2026
LINLinde PLC	$5.61M	2.37%	0.00%	-1.4%	Q4 2023
JNJJohnson & Johnson	$5.59M	2.37%	0.00%	Not reported	Q4 2014
DOWDow Inc.	$5.49M	2.33%	0.03%	+36.4%	Q4 2014
VVisa Inc.	$5.39M	2.28%	0.00%	Not reported	Q4 2015
UNPUnion Pacific Corp	$5.17M	2.19%	0.00%	Not reported	Q1 2023
PGPROCTER & GAMBLE Co	$5.17M	2.19%	0.00%	Not reported	Q4 2014
MCKMckesson Corp	$5.09M	2.15%	0.01%	Not reported	Q4 2016
NOWServiceNow, Inc.	$4.84M	2.05%	0.00%	+10.0%	Q3 2025
CRMSalesforce, Inc.	$4.8M	2.03%	0.00%	+17.4%	Q1 2015
HCAHCA Healthcare, Inc.	$4.8M	2.03%	0.01%	New	Q2 2026
ADBEAdobe Inc.	$4.79M	2.03%	0.01%	-15.7%	Q1 2015
MDLZMondelez International, Inc.	$4.78M	2.03%	0.01%	New	Q2 2026
MSFTMicrosoft Corp	$4.77M	2.02%	0.00%	Not reported	Q1 2016
AVGOBroadcom Inc.	$4.76M	2.01%	0.00%	Not reported	Q2 2024
EOGEog Resources Inc	$4.54M	1.92%	0.01%	-1.8%	Q1 2024
CBChubb Ltd	$3.93M	1.66%	0.00%	New	Q2 2026
FDSFactset Research Systems Inc	$3.76M	1.59%	0.05%	Not reported	Q2 2017
WFCWells Fargo & Company	$2.83M	1.20%	0.00%	Not reported	Q2 2017
CATCaterpillar Inc	$2.8M	1.19%	0.00%	-62.7%	Q3 2020
AXPAmerican Express Co	$2.73M	1.16%	0.00%	Not reported	Q1 2016
JPMJPMorgan Chase & Co	$2.71M	1.15%	0.00%	Not reported	Q2 2017
TXNTexas Instruments Inc	$2.59M	1.10%	0.00%	-67.5%	Q1 2023
ZTSZoetis Inc.	$2.25M	0.95%	0.01%	New	Q2 2026
TTDTrade Desk, Inc.	$2.1M	0.89%	Not reported	Not reported	Q3 2017
NFLXNetflix Inc	$2.07M	0.88%	0.00%	Not reported	Q4 2014
PCTPureCycle Technologies, Inc.	$1.83M	0.77%	0.11%	-0.8%	Q4 2021
GLDMWorld Gold Trust	$104K	0.04%	0.00%	-4.2%	Q2 2024
TJXTJX Companies Inc	$2.42K	0.00%	0.00%	-61.9%	Q3 2015
IDEVEndo Pharmaceuticals Solutions Inc.	$2.23K	0.00%	Not reported	Not reported	Q1 2024
IAUMiShares Gold Trust Micro	$2.04K	0.00%	0.00%	+6.3%	Q2 2024
NEMNEWMONT Corp	$374	0.00%	0.00%	-88.9%	Q3 2017
Q1 2026Reported Apr 7, 202631 positions
GLDSPDR Gold Trust	$8.92M	3.59%	0.01%	+2.7%	Q2 2020
IAUIshares Gold Trust	$7.97M	3.21%	0.01%	+14.7%	Q1 2022
ADBEAdobe Inc.	$6.73M	2.71%	0.01%	+34.5%	Q1 2015
CFCF Industries Holdings, Inc.	$6.35M	2.55%	0.03%	Not reported	Q2 2017
DOWDow Inc.	$6.13M	2.46%	0.02%	-25.8%	Q4 2014
LMTLockheed Martin Corp	$5.91M	2.38%	0.00%	-0.3%	Q3 2019
HIIHuntington Ingalls Industries, Inc.	$5.88M	2.36%	0.04%	0.0%	Q4 2025
XOMExxonMobil Holdings Corp	$5.58M	2.25%	0.00%	-20.6%	Q4 2014
VLOValero Energy Corp	$5.49M	2.21%	0.01%	New	Q1 2026
LINLinde PLC	$5.44M	2.19%	0.00%	+2.3%	Q4 2023
TXNTexas Instruments Inc	$5.19M	2.09%	0.00%	-0.5%	Q1 2023
EOGEog Resources Inc	$5.16M	2.07%	0.01%	Not reported	Q1 2024
CATCaterpillar Inc	$5M	2.01%	0.00%	-0.6%	Q3 2020
CRMSalesforce, Inc.	$4.87M	1.96%	0.00%	-0.7%	Q1 2015
GOOGLAlphabet Inc.	$4.78M	1.92%	0.00%	-0.3%	Q1 2016
INTCIntel Corp	$4.67M	1.88%	0.00%	Not reported	Q3 2017
NOWServiceNow, Inc.	$4.63M	1.86%	0.00%	Not reported	Q3 2025
PCTPureCycle Technologies, Inc.	$1.18M	0.47%	0.13%	Not reported	Q4 2021
GLDMWorld Gold Trust	$127K	0.05%	0.00%	+314.2%	Q2 2024
TJXTJX Companies Inc	$6.71K	0.00%	0.00%	-99.9%	Q3 2015
AMZNAmazon Com Inc	$5.21K	0.00%	0.00%	-99.9%	Q3 2015
WMTWalmart Inc.	$4.6K	0.00%	0.00%	-99.9%	Q4 2014
PCARPaccar Inc	$4.16K	0.00%	0.00%	-99.9%	Q2 2021
ORLYO Reilly Automotive Inc	$4.15K	0.00%	0.00%	-99.9%	Q3 2016
MAMastercard Inc	$4K	0.00%	0.00%	-99.9%	Q2 2017
NEMNEWMONT Corp	$3.9K	0.00%	0.00%	-99.9%	Q3 2017
VMCVulcan Materials CO	$3.81K	0.00%	0.00%	-99.9%	Q3 2020
AAPLApple Inc.	$3.81K	0.00%	0.00%	-99.9%	Q4 2014
LOWLowes Companies Inc	$3.54K	0.00%	0.00%	-99.9%	Q4 2025
IAUMiShares Gold Trust Micro	$2.24K	0.00%	0.00%	-98.6%	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$2.09K	0.00%	Not reported	-92.7%	Q1 2024
Q4 2025Reported Jan 28, 202646 positions
GLDSPDR Gold Trust	$8.01M	3.31%	0.01%	+1.2%	Q2 2020
AMZNAmazon Com Inc	$7.22M	2.99%	0.00%	+26.2%	Q3 2015
ADBEAdobe Inc.	$7.19M	2.98%	0.01%	+57.5%	Q1 2015
CRMSalesforce, Inc.	$6.95M	2.87%	0.00%	+34.6%	Q1 2015
IAUIshares Gold Trust	$6.4M	2.65%	0.01%	+2.8%	Q1 2022
AAPLApple Inc.	$5.96M	2.46%	0.00%	+0.2%	Q4 2014
MAMastercard Inc	$5.87M	2.43%	0.00%	+0.1%	Q2 2017
GOOGLAlphabet Inc.	$5.24M	2.17%	0.00%	-42.9%	Q1 2016
HIIHuntington Ingalls Industries, Inc.	$5.24M	2.17%	0.04%	New	Q4 2025
ORLYO Reilly Automotive Inc	$5.11M	2.11%	0.01%	-0.3%	Q3 2016
WMTWalmart Inc.	$5.09M	2.11%	0.00%	+0.3%	Q4 2014
VMCVulcan Materials CO	$5M	2.07%	0.01%	-1.1%	Q3 2020
PCARPaccar Inc	$4.99M	2.06%	0.01%	Not reported	Q2 2021
XOMExxonMobil Holdings Corp	$4.99M	2.06%	0.00%	+1.5%	Q4 2014
TJXTJX Companies Inc	$4.91M	2.03%	0.00%	+0.3%	Q3 2015
LMTLockheed Martin Corp	$4.75M	1.96%	0.00%	+0.1%	Q3 2019
LOWLowes Companies Inc	$4.7M	1.94%	0.00%	New	Q4 2025
TXNTexas Instruments Inc	$4.67M	1.93%	0.00%	+0.4%	Q1 2023
DOWDow Inc.	$4.61M	1.91%	0.03%	Not reported	Q4 2014
LINLinde PLC	$4.54M	1.88%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$4.08M	1.69%	0.00%	-50.1%	Q3 2020
NEMNEWMONT Corp	$4.04M	1.67%	0.00%	-40.9%	Q3 2017
NFLXNetflix Inc	$405K	0.17%	0.00%	-90.7%	Q4 2014
RJFRaymond James Financial Inc	$403K	0.17%	0.00%	Not reported	Q4 2014
IAUMiShares Gold Trust Micro	$151K	0.06%	0.00%	+43.7%	Q2 2024
CVXChevron Corp	$130K	0.05%	0.00%	Not reported	Q4 2014
RCLRoyal Caribbean Cruises Ltd	$126K	0.05%	0.00%	Not reported	Q4 2014
DISWalt Disney Co	$61K	0.03%	0.00%	Not reported	Q4 2014
MRKMerck & Co., Inc.	$43.7K	0.02%	0.00%	Not reported	Q3 2025
FFord Motor Co	$36.7K	0.02%	0.00%	Not reported	Q3 2025
AMGNAmgen Inc	$32.7K	0.01%	0.00%	Not reported	Q4 2014
IDEVEndo Pharmaceuticals Solutions Inc.	$28.4K	0.01%	Not reported	+26.5%	Q1 2024
GLDMWorld Gold Trust	$28.2K	0.01%	0.00%	-1.5%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$24K	0.01%	Not reported	Not reported	Q4 2014
DUKDuke Energy CORP	$23.1K	0.01%	0.00%	Not reported	Q3 2025
TAt&T Inc.	$20.6K	0.01%	0.00%	Not reported	Q1 2015
CCitigroup Inc	$18.8K	0.01%	0.00%	Not reported	Q2 2017
SBUXStarbucks Corp	$17.3K	0.01%	0.00%	Not reported	Q4 2014
EPDEnterprise Products Partners L.P.	$16.8K	0.01%	0.00%	Not reported	Q3 2025
SPMDSupermedia Inc.	$13.1K	0.01%	Not reported	+12.4%	Q3 2025
GMGeneral Motors Co	$8.13K	0.00%	0.00%	Not reported	Q4 2014
BIDUBaidu, Inc.	$6.53K	0.00%	Not reported	Not reported	Q4 2014
VZVerizon Communications Inc	$6.03K	0.00%	0.00%	Not reported	Q4 2014
GEGeneral Electric Co	$4.31K	0.00%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$1.31K	0.00%	0.00%	Not reported	Q2 2024
GEHCGE HealthCare Technologies Inc.	$328	0.00%	0.00%	Not reported	Q1 2023
Q3 2025Reported Oct 14, 202548 positions
GOOGLAlphabet Inc.	$7.1M	3.05%	0.00%	-1.1%	Q1 2016
GLDSPDR Gold Trust	$7.1M	3.05%	0.01%	+48.6%	Q2 2020
CATCaterpillar Inc	$6.8M	2.93%	0.00%	-1.6%	Q3 2020
ORLYO Reilly Automotive Inc	$6.06M	2.60%	0.01%	-1.2%	Q3 2016
MAMastercard Inc	$5.85M	2.51%	0.00%	+44.8%	Q2 2017
NEMNEWMONT Corp	$5.78M	2.49%	0.01%	-1.0%	Q3 2017
IAUIshares Gold Trust	$5.58M	2.40%	0.01%	+14.2%	Q1 2022
AAPLApple Inc.	$5.57M	2.40%	0.00%	+1183.6%	Q4 2014
VMCVulcan Materials CO	$5.45M	2.34%	0.01%	-1.2%	Q3 2020
AMZNAmazon Com Inc	$5.45M	2.34%	0.00%	-0.9%	Q3 2015
TXNTexas Instruments Inc	$4.93M	2.12%	0.00%	-1.3%	Q1 2023
NFLXNetflix Inc	$4.92M	2.12%	0.00%	+19.3%	Q4 2014
LMTLockheed Martin Corp	$4.89M	2.10%	0.00%	Not reported	Q3 2019
WMTWalmart Inc.	$4.7M	2.02%	0.00%	+68.8%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.64M	2.00%	Not reported	-0.7%	Q4 2014
CRMSalesforce, Inc.	$4.63M	1.99%	0.00%	Not reported	Q1 2015
ADBEAdobe Inc.	$4.62M	1.99%	0.00%	Not reported	Q1 2015
TJXTJX Companies Inc	$4.61M	1.98%	0.00%	-0.8%	Q3 2015
XOMExxonMobil Holdings Corp	$4.61M	1.98%	0.00%	-0.8%	Q4 2014
NOWServiceNow, Inc.	$4.51M	1.94%	0.00%	New	Q3 2025
COSTCostco Wholesale Corp	$4.17M	1.79%	0.00%	Not reported	Q2 2018
IBITiShares Bitcoin Trust ETF	$2.1M	0.90%	0.00%	+46.9%	Q2 2024
RJFRaymond James Financial Inc	$433K	0.19%	0.00%	+66.5%	Q4 2014
RCLRoyal Caribbean Cruises Ltd	$146K	0.06%	0.00%	Not reported	Q4 2014
CVXChevron Corp	$132K	0.06%	0.00%	-96.7%	Q4 2014
IAUMiShares Gold Trust Micro	$94K	0.04%	0.00%	+17.9%	Q2 2024
DISWalt Disney Co	$61.4K	0.03%	0.00%	Not reported	Q4 2014
MRKMerck & Co., Inc.	$34.8K	0.01%	0.00%	New	Q3 2025
FFord Motor Co	$33.5K	0.01%	0.00%	New	Q3 2025
AMGNAmgen Inc	$28.2K	0.01%	0.00%	Not reported	Q4 2014
GLDMWorld Gold Trust	$25.6K	0.01%	0.00%	+126.4%	Q2 2024
DUKDuke Energy CORP	$24.4K	0.01%	0.00%	New	Q3 2025
TAt&T Inc.	$23.4K	0.01%	0.00%	Not reported	Q1 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$23.2K	0.01%	Not reported	Not reported	Q4 2014
EMXCEmax Holdings Corp	$22.1K	0.01%	Not reported	Not reported	Q1 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$21.8K	0.01%	Not reported	Not reported	Q1 2024
SBUXStarbucks Corp	$17.4K	0.01%	0.00%	Not reported	Q4 2014
EPDEnterprise Products Partners L.P.	$16.4K	0.01%	0.00%	New	Q3 2025
CCitigroup Inc	$16.3K	0.01%	0.00%	Not reported	Q2 2017
SPMDSupermedia Inc.	$11.5K	0.00%	Not reported	New	Q3 2025
ETHAiShares Ethereum Trust ETF	$10.6K	0.00%	0.00%	New	Q3 2025
BIDUBaidu, Inc.	$6.59K	0.00%	Not reported	Not reported	Q4 2014
VZVerizon Communications Inc	$6.51K	0.00%	0.00%	Not reported	Q4 2014
GMGeneral Motors Co	$6.1K	0.00%	0.00%	Not reported	Q4 2014
GEGeneral Electric Co	$4.21K	0.00%	0.00%	Not reported	Q3 2021
LAESSEALSQ Corp	$2.43K	0.00%	0.00%	Not reported	Q1 2025
GEVGE Vernova Inc.	$1.23K	0.00%	0.00%	Not reported	Q2 2024
GEHCGE HealthCare Technologies Inc.	$300	0.00%	0.00%	Not reported	Q1 2023

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