Mokosak Advisory Group, LLC
Net buyer this quarter
$462M
17
+$1.14M
1.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $2.06M | 0.45% | 0.00% | +0.1% | Q3 2018 |
 CASY | $1.7M | 0.37% | 0.01% | Not reported | Q4 2022 |
 NVDA | $1.21M | 0.26% | 0.00% | +0.1% | Q4 2024 |
 PFG | $760K | 0.16% | 0.00% | +0.7% | Q3 2019 |
 DE | $753K | 0.16% | 0.00% | +0.3% | Q3 2020 |
 TSM | $604K | 0.13% | 0.00% | Not reported | Q2 2025 |
 WMT | $589K | 0.13% | 0.00% | +0.4% | Q3 2021 |
 AMD | $544K | 0.12% | 0.00% | Not reported | Q4 2025 |
 WFC | $354K | 0.08% | 0.00% | +0.5% | Q1 2022 |
 MU | $299K | 0.06% | 0.00% | New | Q2 2026 |
 AMZN | $291K | 0.06% | 0.00% | Not reported | Q4 2020 |
 AMAT | $291K | 0.06% | 0.00% | New | Q2 2026 |
 KDP | $264K | 0.06% | 0.00% | +0.9% | Q4 2019 |
 LLY | $256K | 0.06% | 0.00% | Not reported | Q4 2025 |
 ISRG | $233K | 0.05% | 0.00% | -8.0% | Q3 2021 |
 SHW | $226K | 0.05% | 0.00% | +0.2% | Q4 2025 |
 XOM | $217K | 0.05% | 0.00% | +0.3% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $1.81M | 0.45% | 0.00% | +3.4% | Q3 2018 |
| CASY | $1.56M | 0.39% | 0.01% | +0.1% | Q4 2022 |
| NVDA | $1.06M | 0.27% | 0.00% | +1.4% | Q4 2024 |
| DE | $668K | 0.17% | 0.00% | +0.2% | Q3 2020 |
| WMT | $644K | 0.16% | 0.00% | +0.2% | Q3 2021 |
| PFG | $631K | 0.16% | 0.00% | -2.9% | Q3 2019 |
| TSM | $432K | 0.11% | 0.00% | Not reported | Q2 2025 |
| WFC | $339K | 0.08% | 0.00% | +0.5% | Q1 2022 |
| ISRG | $295K | 0.07% | 0.00% | Not reported | Q3 2021 |
| XOM | $268K | 0.07% | 0.00% | New | Q1 2026 |
| AMZN | $256K | 0.06% | 0.00% | Not reported | Q4 2020 |
 AMGN | $239K | 0.06% | 0.00% | -8.6% | Q4 2022 |
| KDP | $210K | 0.05% | 0.00% | +0.8% | Q4 2019 |
| SHW | $210K | 0.05% | 0.00% | +0.3% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $1.87M | 0.47% | 0.00% | +0.1% | Q3 2018 |
| CASY | $1.18M | 0.30% | 0.01% | +0.2% | Q4 2022 |
| NVDA | $1.12M | 0.28% | 0.00% | 0.0% | Q4 2024 |
| PFG | $636K | 0.16% | 0.00% | +0.8% | Q3 2019 |
| WMT | $577K | 0.14% | 0.00% | -1.3% | Q3 2021 |
| DE | $550K | 0.14% | 0.00% | +0.3% | Q3 2020 |
| WFC | $396K | 0.10% | 0.00% | -17.9% | Q1 2022 |
| TSM | $384K | 0.10% | 0.00% | Not reported | Q2 2025 |
| ISRG | $360K | 0.09% | 0.00% | Not reported | Q3 2021 |
| AMZN | $282K | 0.07% | 0.00% | Not reported | Q4 2020 |
| AMGN | $243K | 0.06% | 0.00% | -5.1% | Q4 2022 |
| LLY | $229K | 0.06% | 0.00% | New | Q4 2025 |
 PLTR | $222K | 0.06% | 0.00% | +4.3% | Q3 2025 |
| KDP | $222K | 0.06% | 0.00% | +0.9% | Q4 2019 |
| SHW | $212K | 0.05% | 0.00% | New | Q4 2025 |
| AMD | $201K | 0.05% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| AAPL | $1.75M | 0.46% | 0.00% | +3.4% | Q3 2018 |
| CASY | $1.21M | 0.32% | 0.01% | +0.1% | Q4 2022 |
| NVDA | $1.12M | 0.29% | 0.00% | Not reported | Q4 2024 |
| PFG | $593K | 0.16% | 0.00% | +0.9% | Q3 2019 |
| WMT | $540K | 0.14% | 0.00% | -8.5% | Q3 2021 |
| DE | $539K | 0.14% | 0.00% | +3.5% | Q3 2020 |
| WFC | $433K | 0.11% | 0.00% | +0.5% | Q1 2022 |
| TSM | $353K | 0.09% | 0.00% | Not reported | Q2 2025 |
| ISRG | $284K | 0.07% | 0.00% | Not reported | Q3 2021 |
| AMZN | $268K | 0.07% | 0.00% | Not reported | Q4 2020 |
| AMGN | $221K | 0.06% | 0.00% | -8.5% | Q4 2022 |
| PLTR | $218K | 0.06% | 0.00% | New | Q3 2025 |
 HD | $210K | 0.05% | 0.00% | Not reported | Q4 2021 |
| KDP | $200K | 0.05% | 0.00% | +0.7% | Q4 2019 |