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Maimon Wealth Management Ltd.

13F filer · CIK 0001760401
Reported Jul 24, 2026
Net buyer this quarter
13F portfolio value$130MU.S. long equity reported on 13F
Positions393 new · 3 closed
Net flow last quarter+$1.89MBuys minus sells
Top 10 positions weight18.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 24, 202639 positions
BSVNBank7 Corp.$6.84M5.27%0.92%+12.6%Q4 2025
SYKStryker Corp$3.88M2.99%0.00%+0.1%Q4 2025
AAPLApple Inc.$2.72M2.09%0.00%-7.7%Q4 2025
NVDANvidia Corp$1.94M1.49%0.00%+1.0%Q4 2025
IAUIshares Gold Trust$1.92M1.48%0.00%+3.1%Q4 2025
COSTCostco Wholesale Corp$1.56M1.20%0.00%+1.5%Q4 2025
MSFTMicrosoft Corp$1.54M1.18%0.00%+5.5%Q4 2025
PMPhilip Morris International Inc.$1.31M1.01%0.00%+2.5%Q4 2025
QQQInvesco QQQ Trust, Series 1$1.23M0.94%Not reported+8.8%Q4 2025
GOOGLAlphabet Inc.$826K0.64%0.00%+9.4%Q4 2025
AVIVAviv REIT, Inc.$815K0.63%0.02%+1.0%Q1 2026
DEDeere & Co$793K0.61%0.00%Not reportedQ4 2025
AMDAdvanced Micro Devices Inc$789K0.61%0.00%-0.7%Q4 2025
EMREmerson Electric Co$787K0.61%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$684K0.53%0.00%+11.2%Q4 2025
MOAltria Group, Inc.$592K0.46%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$572K0.44%0.00%-2.5%Q4 2025
CATCaterpillar Inc$559K0.43%0.00%+5.0%Q4 2025
CSCOCisco Systems, Inc.$554K0.43%0.00%+15.0%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$509K0.39%0.00%+2.3%Q4 2025
HDHome Depot, Inc.$429K0.33%0.00%+2.9%Q4 2025
DELLDell Technologies Inc.$407K0.31%0.00%NewQ2 2026
MDLZMondelez International, Inc.$383K0.29%0.00%+0.5%Q4 2025
WMTWalmart Inc.$326K0.25%0.00%+1.2%Q4 2025
BRK.BBerkshire Hathaway Inc$324K0.25%Not reported-19.3%Q1 2026
MCDMcdonalds Corp$317K0.24%0.00%+3.0%Q4 2025
CLColgate Palmolive Co$299K0.23%0.00%Not reportedQ4 2025
PANWPalo Alto Networks Inc$299K0.23%0.00%NewQ2 2026
APDAir Products & Chemicals, Inc.$286K0.22%0.00%+2.6%Q4 2025
XOMExxonMobil Holdings Corp$271K0.21%0.00%+16.5%Q4 2025
KOCoca Cola Co$261K0.20%0.00%+2.8%Q4 2025
MMM3m Co$251K0.19%0.00%Not reportedQ4 2025
SUSASouthern USA Resources Inc.$245K0.19%Not reportedNot reportedQ4 2025
TRVTravelers Companies, Inc.$242K0.19%0.00%Not reportedQ4 2025
TAt&T Inc.$167K0.13%0.00%NewQ2 2026
NBBNuveen Taxable Municipal Income Fund$158K0.12%Not reportedNot reportedQ4 2025
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$145K0.11%Not reportedNot reportedQ4 2025
BLWBLACKROCK Ltd DURATION INCOME TRUST$125K0.10%Not reportedNot reportedQ4 2025
PCNPimco Corporate & Income Strategy Fund$120K0.09%Not reportedNot reportedQ4 2025
Q1 2026Reported May 7, 202639 positions
BSVNBank7 Corp.$6.1M5.35%0.82%+11.1%Q4 2025
SYKStryker Corp$4.02M3.53%0.00%+0.2%Q4 2025
AAPLApple Inc.$2.51M2.20%0.00%+10.0%Q4 2025
IAUIshares Gold Trust$2.1M1.84%0.00%-13.1%Q4 2025
COSTCostco Wholesale Corp$1.63M1.43%0.00%Not reportedQ4 2025
NVDANvidia Corp$1.58M1.39%0.00%+5.7%Q4 2025
MSFTMicrosoft Corp$1.4M1.23%0.00%+2.1%Q4 2025
LLYELI LILLY & Co$1.18M1.03%0.00%Not reportedQ4 2025
PMPhilip Morris International Inc.$1.17M1.02%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$856K0.75%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$854K0.75%Not reportedNot reportedQ4 2025
AVIVAviv REIT, Inc.$757K0.66%0.02%NewQ1 2026
DEDeere & Co$694K0.61%0.00%Not reportedQ4 2025
EMREmerson Electric Co$678K0.60%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$579K0.51%0.00%-3.5%Q4 2025
GOOGLAlphabet Inc.$578K0.51%0.00%+3.2%Q4 2025
MOAltria Group, Inc.$552K0.48%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$519K0.46%0.00%+12.4%Q4 2025
MDLZMondelez International, Inc.$383K0.34%0.00%Not reportedQ4 2025
HDHome Depot, Inc.$383K0.34%0.00%-1.3%Q4 2025
BRK.BBerkshire Hathaway Inc$381K0.33%Not reportedNewQ1 2026
MCDMcdonalds Corp$351K0.31%0.00%Not reportedQ4 2025
WMTWalmart Inc.$351K0.31%0.00%Not reportedQ4 2025
CATCaterpillar Inc$334K0.29%0.00%Not reportedQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$329K0.29%0.00%+4.1%Q4 2025
CSCOCisco Systems, Inc.$316K0.28%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$292K0.26%0.00%Not reportedQ4 2025
CLColgate Palmolive Co$280K0.25%0.00%Not reportedQ4 2025
APDAir Products & Chemicals, Inc.$277K0.24%0.00%Not reportedQ4 2025
AMDAdvanced Micro Devices Inc$268K0.24%0.00%+24.0%Q4 2025
KOCoca Cola Co$238K0.21%0.00%-2.7%Q4 2025
MMM3m Co$221K0.19%0.00%Not reportedQ4 2025
TRVTravelers Companies, Inc.$214K0.19%0.00%Not reportedQ4 2025
CVXChevron Corp$211K0.18%0.00%NewQ1 2026
SUSASouthern USA Resources Inc.$204K0.18%Not reportedNot reportedQ4 2025
NBBNuveen Taxable Municipal Income Fund$153K0.13%Not reportedNot reportedQ4 2025
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$140K0.12%Not reportedNot reportedQ4 2025
BLWBLACKROCK Ltd DURATION INCOME TRUST$122K0.11%Not reportedNot reportedQ4 2025
PCNPimco Corporate & Income Strategy Fund$115K0.10%Not reportedNot reportedQ4 2025
Q4 2025Reported May 7, 202636 positions
BSVNBank7 Corp.$5.53M5.14%0.74%NewQ4 2025
SYKStryker Corp$4.32M4.02%0.00%NewQ4 2025
AAPLApple Inc.$2.52M2.34%0.00%NewQ4 2025
IAUIshares Gold Trust$2.31M2.15%0.00%NewQ4 2025
MSFTMicrosoft Corp$1.85M1.72%0.00%NewQ4 2025
NVDANvidia Corp$1.69M1.57%0.00%NewQ4 2025
LLYELI LILLY & Co$1.43M1.33%0.00%NewQ4 2025
COSTCostco Wholesale Corp$1.41M1.31%0.00%NewQ4 2025
PMPhilip Morris International Inc.$1.14M1.05%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$972K0.90%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$940K0.87%Not reportedNewQ4 2025
EMREmerson Electric Co$730K0.68%0.00%NewQ4 2025
GOOGLAlphabet Inc.$641K0.60%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$594K0.55%0.00%NewQ4 2025
DEDeere & Co$582K0.54%0.00%NewQ4 2025
AMZNAmazon Com Inc$531K0.49%0.00%NewQ4 2025
MOAltria Group, Inc.$475K0.44%0.00%NewQ4 2025
HDHome Depot, Inc.$412K0.38%0.00%NewQ4 2025
MDLZMondelez International, Inc.$354K0.33%0.00%NewQ4 2025
MCDMcdonalds Corp$348K0.32%0.00%NewQ4 2025
WMTWalmart Inc.$317K0.29%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$316K0.29%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$304K0.28%0.00%NewQ4 2025
CATCaterpillar Inc$286K0.27%0.00%NewQ4 2025
CLColgate Palmolive Co$258K0.24%0.00%NewQ4 2025
MMM3m Co$248K0.23%0.00%NewQ4 2025
AMDAdvanced Micro Devices Inc$236K0.22%0.00%NewQ4 2025
APDAir Products & Chemicals, Inc.$235K0.22%0.00%NewQ4 2025
KOCoca Cola Co$224K0.21%0.00%NewQ4 2025
SUSASouthern USA Resources Inc.$222K0.21%Not reportedNewQ4 2025
TRVTravelers Companies, Inc.$213K0.20%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$205K0.19%0.00%NewQ4 2025
NBBNuveen Taxable Municipal Income Fund$158K0.15%Not reportedNewQ4 2025
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$149K0.14%Not reportedNewQ4 2025
BLWBLACKROCK Ltd DURATION INCOME TRUST$137K0.13%Not reportedNewQ4 2025
PCNPimco Corporate & Income Strategy Fund$128K0.12%Not reportedNewQ4 2025
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