MinichMacGregor Wealth Management, LLC

13F filer · CIK 0001744318

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$659MU.S. long equity reported on 13F

Positions8821 new · 13 closed

Net flow last quarter-$1.49MBuys minus sells

Top 10 positions weight24.4%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 16, 202688 positions
GLDSPDR Gold Trust	$33M	5.01%	0.02%	+9.4%	Q4 2015
EMXCEmax Holdings Corp	$22.8M	3.47%	Not reported	-8.8%	Q4 2025
NVDANvidia Corp	$18.6M	2.82%	0.00%	+2.0%	Q4 2015
KLACKla Corp	$15.5M	2.35%	0.00%	-31.1%	Q1 2017
MSFTMicrosoft Corp	$15.5M	2.35%	0.00%	+62.5%	Q4 2015
GOOGLAlphabet Inc.	$13.2M	2.01%	0.00%	-2.5%	Q4 2015
AVGOBroadcom Inc.	$12.4M	1.88%	0.00%	+3547.0%	Q2 2018
CDNSCadence Design Systems Inc	$11.7M	1.77%	0.01%	Not reported	Q2 2020
CEGConstellation Energy Corp	$9.51M	1.44%	0.01%	New	Q2 2026
VLOValero Energy Corp	$8.41M	1.28%	0.01%	+16.0%	Q4 2022
HEIHeico Corp	$8.15M	1.24%	0.04%	-37.5%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$7.95M	1.21%	Not reported	+8.0%	Q4 2015
MARMarriott International Inc	$7.37M	1.12%	0.01%	-6.3%	Q3 2016
TJXTJX Companies Inc	$7.08M	1.07%	0.00%	+8.1%	Q4 2015
SLBSLB Limited	$6.89M	1.05%	0.01%	+21.8%	Q4 2015
STLDSteel Dynamics Inc	$6.65M	1.01%	0.02%	-22.3%	Q4 2025
AMATApplied Materials Inc	$5.01M	0.76%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$4M	0.61%	0.00%	-2.2%	Q4 2015
GEGeneral Electric Co	$3.54M	0.54%	0.00%	+5.4%	Q3 2021
LMTLockheed Martin Corp	$2.87M	0.44%	0.00%	-5.1%	Q4 2015
GEVGE Vernova Inc.	$2.82M	0.43%	0.00%	-3.5%	Q2 2024
JPMJPMorgan Chase & Co	$1.76M	0.27%	0.00%	-1.8%	Q4 2015
AMDAdvanced Micro Devices Inc	$1.68M	0.25%	0.00%	-14.2%	Q3 2016
AMZNAmazon Com Inc	$1.66M	0.25%	0.00%	-2.2%	Q4 2015
MUMicron Technology Inc	$1.24M	0.19%	0.00%	+0.6%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$1.2M	0.18%	Not reported	+13.1%	Q2 2018
TSLATesla, Inc.	$1.11M	0.17%	0.00%	0.0%	Q4 2015
LLYELI LILLY & Co	$969K	0.15%	0.00%	+69.8%	Q4 2015
CATCaterpillar Inc	$799K	0.12%	0.00%	-5.2%	Q4 2015
CSCOCisco Systems, Inc.	$796K	0.12%	0.00%	+69.2%	Q4 2015
STXSeagate Technology Holdings plc	$751K	0.11%	0.00%	+2.1%	Q1 2016
FCELFuelcell Energy Inc	$721K	0.11%	0.03%	+99.9%	Q4 2020
METAMeta Platforms, Inc.	$692K	0.10%	Not reported	+15.3%	Q4 2015
FCXFreeport-Mcmoran Inc	$674K	0.10%	0.00%	+7.1%	Q4 2015
GOOGAlphabet Inc.	$618K	0.09%	Not reported	+16.8%	Q4 2015
CCJCameco Corp	$611K	0.09%	0.00%	Not reported	Q3 2024
VRSKVerisk Analytics, Inc.	$587K	0.09%	0.00%	Not reported	Q1 2017
WMTWalmart Inc.	$553K	0.08%	0.00%	-30.4%	Q4 2015
GIBCgi Inc	$506K	0.08%	Not reported	Not reported	Q1 2023
JNJJohnson & Johnson	$487K	0.07%	0.00%	+28.6%	Q4 2015
TAt&T Inc.	$470K	0.07%	0.00%	-8.4%	Q4 2015
GSGoldman Sachs Group Inc	$461K	0.07%	0.00%	-8.1%	Q4 2015
ASMLAsml Holding NV	$452K	0.07%	0.00%	New	Q2 2026
ADXAdams Diversified Equity Fund, Inc.	$439K	0.07%	Not reported	+1.8%	Q1 2016
BNYBank of New York Mellon Corp	$406K	0.06%	0.00%	-6.7%	Q4 2015
CVXChevron Corp	$398K	0.06%	0.00%	-1.0%	Q4 2015
RIGTransocean Ltd.	$391K	0.06%	0.01%	Not reported	Q3 2017
BRK.BBerkshire Hathaway Inc	$388K	0.06%	Not reported	-94.6%	Q4 2015
CCitigroup Inc	$385K	0.06%	0.00%	-11.0%	Q4 2015
ABBVAbbVie Inc.	$367K	0.06%	0.00%	+0.1%	Q4 2015

Q1 2026Reported Apr 20, 202680 positions
GLDSPDR Gold Trust	$35.2M	6.22%	0.02%	-15.6%	Q4 2015
EMXCEmax Holdings Corp	$19.3M	3.40%	Not reported	+1333.4%	Q4 2025
NVDANvidia Corp	$15.9M	2.81%	0.00%	+8.9%	Q4 2015
IAUIshares Gold Trust	$13.2M	2.32%	0.02%	+0.4%	Q1 2016
KLACKla Corp	$11M	1.93%	0.01%	-21.2%	Q1 2017
GOOGLAlphabet Inc.	$10.9M	1.93%	0.00%	-10.6%	Q4 2015
HEIHeico Corp	$10M	1.77%	0.07%	+14.6%	Q1 2024
KTOSKratos Defense & Security Solutions, Inc.	$9.9M	1.75%	0.07%	+21.0%	Q4 2015
MSFTMicrosoft Corp	$9.44M	1.67%	0.00%	-0.1%	Q4 2015
MARMarriott International Inc	$6.95M	1.23%	0.01%	-6.7%	Q3 2016
TJXTJX Companies Inc	$6.91M	1.22%	0.00%	-2.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$6.89M	1.22%	Not reported	+8.3%	Q4 2015
VLOValero Energy Corp	$6.88M	1.21%	0.01%	Not reported	Q4 2022
ORLYO Reilly Automotive Inc	$6.8M	1.20%	0.01%	+17.7%	Q2 2016
STLDSteel Dynamics Inc	$6.72M	1.19%	0.03%	-2.5%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$6.41M	1.13%	Not reported	-2.3%	Q4 2015
SLBSLB Limited	$6.25M	1.10%	0.01%	Not reported	Q4 2015
PHParker-Hannifin Corp	$6.01M	1.06%	0.01%	Not reported	Q4 2022
LMTLockheed Martin Corp	$3.59M	0.63%	0.00%	-1.8%	Q4 2015
AAPLApple Inc.	$3.59M	0.63%	0.00%	-4.3%	Q4 2015
GEGeneral Electric Co	$2.55M	0.45%	0.00%	-9.1%	Q3 2021
GEVGE Vernova Inc.	$2.17M	0.38%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$1.61M	0.28%	0.00%	-15.6%	Q4 2015
AMZNAmazon Com Inc	$1.48M	0.26%	0.00%	-12.8%	Q4 2015
HALHalliburton Co	$1.11M	0.20%	0.00%	Not reported	Q2 2016
TSLATesla, Inc.	$981K	0.17%	0.00%	-5.0%	Q4 2015
WMTWalmart Inc.	$871K	0.15%	0.00%	+37.3%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$833K	0.15%	Not reported	-68.3%	Q2 2018
TAt&T Inc.	$720K	0.13%	0.00%	-0.4%	Q4 2015
AMDAdvanced Micro Devices Inc	$684K	0.12%	0.00%	-9.3%	Q3 2016
CCJCameco Corp	$652K	0.11%	0.00%	-1.1%	Q3 2024
XOMExxonMobil Holdings Corp	$645K	0.11%	0.00%	+45.2%	Q4 2015
VRSKVerisk Analytics, Inc.	$621K	0.11%	0.00%	Not reported	Q1 2017
METAMeta Platforms, Inc.	$610K	0.11%	Not reported	-5.0%	Q4 2015
FCXFreeport-Mcmoran Inc	$588K	0.10%	0.00%	Not reported	Q4 2015
GIBCgi Inc	$573K	0.10%	Not reported	Not reported	Q1 2023
CATCaterpillar Inc	$561K	0.10%	0.00%	+86.1%	Q4 2015
RIGTransocean Ltd.	$530K	0.09%	0.01%	+33.3%	Q3 2017
CVXChevron Corp	$501K	0.09%	0.00%	-5.1%	Q4 2015
LLYELI LILLY & Co	$438K	0.08%	0.00%	-8.6%	Q4 2015
GOOGAlphabet Inc.	$430K	0.08%	Not reported	-0.1%	Q4 2015
GSGoldman Sachs Group Inc	$420K	0.07%	0.00%	-5.3%	Q4 2015
ADXAdams Diversified Equity Fund, Inc.	$369K	0.07%	Not reported	+8.5%	Q1 2016
JNJJohnson & Johnson	$365K	0.06%	0.00%	+9.0%	Q4 2015
MUMicron Technology Inc	$362K	0.06%	0.00%	-17.4%	Q4 2016
BNYBank of New York Mellon Corp	$357K	0.06%	0.00%	-0.7%	Q4 2015
LEUCentrus Energy Corp	$357K	0.06%	0.02%	Not reported	Q2 2025
CCitigroup Inc	$350K	0.06%	0.00%	+0.3%	Q4 2015
APAAPA Corp	$330K	0.06%	0.00%	-27.9%	Q4 2025
BSXBoston Scientific Corp	$329K	0.06%	0.00%	-1.2%	Q4 2015

Q4 2025Reported Feb 17, 202681 positions
GLDSPDR Gold Trust	$38.5M	6.97%	0.03%	-5.0%	Q4 2015
SLViShares Silver Trust	$21.8M	3.96%	0.06%	Not reported	Q4 2015
NVDANvidia Corp	$15.8M	2.86%	0.00%	-0.6%	Q4 2015
GOOGLAlphabet Inc.	$13.3M	2.41%	0.00%	-8.9%	Q4 2015
MSFTMicrosoft Corp	$12.3M	2.24%	0.00%	+185.3%	Q4 2015
IAUIshares Gold Trust	$12.1M	2.19%	0.02%	-2.0%	Q1 2016
KLACKla Corp	$11.5M	2.08%	0.01%	+3.4%	Q1 2017
HEIHeico Corp	$10.3M	1.87%	0.06%	+21.2%	Q1 2024
PANWPalo Alto Networks Inc	$8.86M	1.60%	0.01%	+9.2%	Q4 2015
KTOSKratos Defense & Security Solutions, Inc.	$8.81M	1.60%	0.07%	-18.8%	Q4 2015
MARMarriott International Inc	$7.06M	1.28%	0.01%	+17.4%	Q3 2016
SPYSPDR S&P 500 ETF Trust	$6.88M	1.25%	Not reported	-20.5%	Q4 2015
TJXTJX Companies Inc	$6.79M	1.23%	0.00%	+4.5%	Q4 2015
BRK.BBerkshire Hathaway Inc	$6.67M	1.21%	Not reported	+18.6%	Q4 2015
STLDSteel Dynamics Inc	$6.48M	1.17%	0.03%	New	Q4 2025
CTASCintas Corp	$6.06M	1.10%	0.01%	+36.3%	Q1 2016
LDOSLeidos Holdings, Inc.	$5.72M	1.04%	0.02%	New	Q4 2025
ORLYO Reilly Automotive Inc	$5.71M	1.03%	0.01%	+7.0%	Q2 2016
ZETAZeta Global Holdings Corp.	$5.39M	0.98%	Not reported	New	Q4 2025
ETNEaton Corp plc	$4.46M	0.81%	0.00%	+3.5%	Q4 2015
NOWServiceNow, Inc.	$4.27M	0.77%	0.00%	+7.3%	Q4 2015
AAPLApple Inc.	$4.01M	0.73%	0.00%	+0.4%	Q4 2015
GEGeneral Electric Co	$3.04M	0.55%	0.00%	-0.4%	Q3 2021
LMTLockheed Martin Corp	$2.93M	0.53%	0.00%	-0.9%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$2.8M	0.51%	Not reported	+143.2%	Q2 2018
JPMJPMorgan Chase & Co	$2.09M	0.38%	0.00%	+6.2%	Q4 2015
AMZNAmazon Com Inc	$1.88M	0.34%	0.00%	+2.1%	Q4 2015
GEVGE Vernova Inc.	$1.62M	0.29%	0.00%	-0.7%	Q2 2024
TSLATesla, Inc.	$1.25M	0.23%	0.00%	-6.9%	Q4 2015
EMXCEmax Holdings Corp	$1.24M	0.23%	Not reported	New	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.04M	0.19%	Not reported	+8.4%	Q4 2015
AMDAdvanced Micro Devices Inc	$794K	0.14%	0.00%	-1.1%	Q3 2016
METAMeta Platforms, Inc.	$740K	0.13%	Not reported	-25.6%	Q4 2015
VRSKVerisk Analytics, Inc.	$732K	0.13%	0.00%	0.0%	Q1 2017
GIBCgi Inc	$723K	0.13%	Not reported	-12.8%	Q1 2023
TAt&T Inc.	$619K	0.11%	0.00%	-26.8%	Q4 2015
WFCWells Fargo & Company	$593K	0.11%	0.00%	+30.9%	Q4 2015
AXPAmerican Express Co	$578K	0.10%	0.00%	+12.6%	Q4 2015
WMTWalmart Inc.	$572K	0.10%	0.00%	-2.9%	Q4 2015
LLYELI LILLY & Co	$560K	0.10%	0.00%	-25.4%	Q4 2015
CCJCameco Corp	$555K	0.10%	0.00%	-2.0%	Q3 2024
FCXFreeport-Mcmoran Inc	$508K	0.09%	0.00%	Not reported	Q4 2015
BSXBoston Scientific Corp	$506K	0.09%	0.00%	-0.5%	Q4 2015
ADXAdams Diversified Equity Fund, Inc.	$506K	0.09%	Not reported	-88.6%	Q1 2016
LEUCentrus Energy Corp	$499K	0.09%	0.02%	-50.5%	Q2 2025
GOOGAlphabet Inc.	$470K	0.09%	Not reported	+39.6%	Q4 2015
GSGoldman Sachs Group Inc	$461K	0.08%	0.00%	Not reported	Q4 2015
ABBVAbbVie Inc.	$420K	0.08%	0.00%	-20.1%	Q4 2015
CVXChevron Corp	$389K	0.07%	0.00%	0.0%	Q4 2015
MUMicron Technology Inc	$370K	0.07%	0.00%	Not reported	Q4 2016

Q3 2025Reported Oct 28, 202574 positions
GLDSPDR Gold Trust	$36.3M	7.09%	0.03%	+40.5%	Q4 2015
NVDANvidia Corp	$15.9M	3.09%	0.00%	+2.5%	Q4 2015
KTOSKratos Defense & Security Solutions, Inc.	$13M	2.54%	0.08%	-27.8%	Q4 2015
GOOGLAlphabet Inc.	$11.3M	2.21%	0.00%	+2128.8%	Q4 2015
IAUIshares Gold Trust	$11.1M	2.16%	0.02%	+2.8%	Q1 2016
KLACKla Corp	$9.84M	1.92%	0.01%	+4.2%	Q1 2017
PANWPalo Alto Networks Inc	$8.96M	1.75%	0.01%	+73.1%	Q4 2015
HEIHeico Corp	$8.51M	1.66%	0.05%	+4.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$8.45M	1.65%	Not reported	-25.5%	Q4 2015
ORLYO Reilly Automotive Inc	$6.31M	1.23%	0.01%	+3.2%	Q2 2016
TJXTJX Companies Inc	$6.11M	1.19%	0.00%	+3.5%	Q4 2015
BRK.BBerkshire Hathaway Inc	$5.63M	1.10%	Not reported	+5.2%	Q4 2015
ETNEaton Corp plc	$5.06M	0.99%	0.00%	Not reported	Q4 2015
MARMarriott International Inc	$5.05M	0.99%	0.01%	+5.8%	Q3 2016
CTASCintas Corp	$4.85M	0.95%	0.01%	+4.6%	Q1 2016
CMGChipotle Mexican Grill Inc	$4.81M	0.94%	0.01%	New	Q3 2025
NOWServiceNow, Inc.	$4.78M	0.93%	0.00%	Not reported	Q4 2015
MSFTMicrosoft Corp	$4.64M	0.90%	0.00%	-1.3%	Q4 2015
AAPLApple Inc.	$3.74M	0.73%	0.00%	+13.8%	Q4 2015
FTNTFortinet, Inc.	$3.49M	0.68%	0.01%	Not reported	Q1 2016
LMTLockheed Martin Corp	$3.05M	0.59%	0.00%	+0.4%	Q4 2015
GEGeneral Electric Co	$2.98M	0.58%	0.00%	+2.4%	Q3 2021
JPMJPMorgan Chase & Co	$1.93M	0.38%	0.00%	+14.2%	Q4 2015
AMZNAmazon Com Inc	$1.75M	0.34%	0.00%	+49.2%	Q4 2015
GEVGE Vernova Inc.	$1.54M	0.30%	0.00%	-3.0%	Q2 2024
TSLATesla, Inc.	$1.33M	0.26%	0.00%	+14.3%	Q4 2015
LEUCentrus Energy Corp	$1.29M	0.25%	0.03%	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$1.12M	0.22%	Not reported	-4.2%	Q2 2018
METAMeta Platforms, Inc.	$1.11M	0.22%	Not reported	+39.2%	Q4 2015
TAt&T Inc.	$962K	0.19%	0.00%	-10.9%	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$924K	0.18%	Not reported	Not reported	Q4 2015
VRSKVerisk Analytics, Inc.	$823K	0.16%	0.00%	0.0%	Q1 2017
GIBCgi Inc	$801K	0.16%	Not reported	Not reported	Q1 2023
AMDAdvanced Micro Devices Inc	$606K	0.12%	0.00%	+25.4%	Q3 2016
ORCLOracle Corp	$568K	0.11%	0.00%	+85.1%	Q4 2015
AVGOBroadcom Inc.	$551K	0.11%	0.00%	-0.9%	Q2 2018
WMTWalmart Inc.	$545K	0.11%	0.00%	-0.1%	Q4 2015
ABBVAbbVie Inc.	$532K	0.10%	0.00%	-0.1%	Q4 2015
LLYELI LILLY & Co	$531K	0.10%	0.00%	-93.3%	Q4 2015
BSXBoston Scientific Corp	$521K	0.10%	0.00%	-6.2%	Q4 2015
CCJCameco Corp	$519K	0.10%	0.00%	-0.3%	Q3 2024
ADXAdams Diversified Equity Fund, Inc.	$482K	0.09%	Not reported	+0.2%	Q1 2016
AXPAmerican Express Co	$461K	0.09%	0.00%	+4.9%	Q4 2015
NFLXNetflix Inc	$441K	0.09%	0.00%	+9.5%	Q4 2015
WFCWells Fargo & Company	$407K	0.08%	0.00%	+0.2%	Q4 2015
CVXChevron Corp	$396K	0.08%	0.00%	-28.0%	Q4 2015
FCXFreeport-Mcmoran Inc	$392K	0.08%	0.00%	-0.2%	Q4 2015
CATCaterpillar Inc	$379K	0.07%	0.00%	-10.9%	Q4 2015
COFCapital One Financial Corp	$369K	0.07%	0.00%	Not reported	Q4 2015
AXONAxon Enterprise, Inc.	$359K	0.07%	0.00%	Not reported	Q4 2022

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