Leelyn Smith, LLC

13F filer · CIK 0001777817

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$822MU.S. long equity reported on 13F

Positions1246 new · 3 closed

Net flow last quarter+$10.8MBuys minus sells

Top 10 positions weight19.3%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 24, 2026124 positions
FLXRVW Win Century Inc.	$32.2M	3.92%	0.47%	+3.9%	Q4 2024
AMATApplied Materials Inc	$19.6M	2.38%	0.00%	-7.0%	Q4 2019
KLACKla Corp	$16.2M	1.97%	0.00%	-6.8%	Q3 2021
NVDANvidia Corp	$16.2M	1.97%	0.00%	-1.9%	Q2 2020
GOOGLAlphabet Inc.	$14M	1.70%	0.00%	-2.6%	Q4 2019
PULSPulse Electronics Corp	$13.9M	1.70%	1.60%	+3.7%	Q4 2025
MSFTMicrosoft Corp	$12.2M	1.49%	0.00%	+6.1%	Q4 2019
AMZNAmazon Com Inc	$12.1M	1.47%	0.00%	-0.6%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.5M	1.40%	0.00%	-4.1%	Q4 2021
AAPLApple Inc.	$10.9M	1.32%	0.00%	-0.4%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.3M	1.26%	Not reported	+1.0%	Q4 2019
LLYELI LILLY & Co	$8.89M	1.08%	0.00%	-1.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.38M	1.02%	Not reported	-0.8%	Q4 2019
ADIAnalog Devices Inc	$8.33M	1.01%	0.00%	-6.1%	Q4 2019
LRCXLam Research Corp	$7.73M	0.94%	0.00%	-5.9%	Q4 2019
JPMJPMorgan Chase & Co	$7.49M	0.91%	0.00%	-0.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.13M	0.87%	Not reported	+6.0%	Q4 2019
MRKMerck & Co., Inc.	$6.75M	0.82%	0.00%	-0.5%	Q4 2019
GDGeneral Dynamics Corp	$6.35M	0.77%	0.01%	+1.0%	Q4 2019
MRVLMarvell Technology, Inc.	$6.24M	0.76%	0.00%	-9.9%	Q3 2025
MCDMcdonalds Corp	$6.21M	0.76%	0.00%	+2.5%	Q4 2019
CATCaterpillar Inc	$6.14M	0.75%	0.00%	+5.4%	Q4 2019
COSTCostco Wholesale Corp	$6.03M	0.73%	0.00%	+0.6%	Q4 2019
AMDAdvanced Micro Devices Inc	$6M	0.73%	0.00%	-5.6%	Q1 2021
BABoeing Co	$5.83M	0.71%	0.00%	+2.4%	Q4 2019
VVisa Inc.	$5.78M	0.70%	0.00%	+1.3%	Q4 2019
AVGOBroadcom Inc.	$5.56M	0.68%	0.00%	0.0%	Q4 2019
CSCOCisco Systems, Inc.	$5.52M	0.67%	0.00%	-3.7%	Q4 2019
JNJJohnson & Johnson	$5.47M	0.66%	0.00%	-0.5%	Q4 2019
MAMastercard Inc	$5.26M	0.64%	0.00%	+2.6%	Q4 2019
ETNEaton Corp plc	$5.16M	0.63%	0.00%	+149.1%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$5.09M	0.62%	0.00%	-1.4%	Q4 2023
INTCIntel Corp	$4.98M	0.61%	0.00%	-24.1%	Q4 2019
GEGeneral Electric Co	$4.98M	0.61%	0.00%	+17.0%	Q3 2021
ABBVAbbVie Inc.	$4.93M	0.60%	0.00%	+2.2%	Q4 2019
SCHWSchwab Charles Corp	$4.93M	0.60%	0.00%	+4.1%	Q4 2019
TMOThermo Fisher Scientific Inc.	$4.87M	0.59%	0.00%	+3.9%	Q4 2019
METAMeta Platforms, Inc.	$4.76M	0.58%	Not reported	+4.2%	Q4 2019
TXNTexas Instruments Inc	$4.71M	0.57%	0.00%	-3.6%	Q4 2019
XOMExxonMobil Holdings Corp	$4.61M	0.56%	0.00%	-0.1%	Q4 2019
ANETArista Networks, Inc.	$4.58M	0.56%	0.00%	-0.1%	Q1 2025
MPWRMonolithic Power Systems, Inc.	$4.52M	0.55%	0.01%	-2.3%	Q2 2021
ICEIntercontinental Exchange, Inc.	$4.06M	0.49%	0.01%	+3.0%	Q4 2019
ASMLAsml Holding NV	$3.92M	0.48%	0.00%	+1.9%	Q4 2020
PANWPalo Alto Networks Inc	$3.89M	0.47%	0.00%	+4.5%	Q2 2020
LMTLockheed Martin Corp	$3.87M	0.47%	0.00%	-1.5%	Q4 2019
KOCoca Cola Co	$3.87M	0.47%	0.00%	+0.4%	Q4 2019
LINLinde PLC	$3.84M	0.47%	0.00%	Not reported	Q4 2019
SPGIS&P Global Inc.	$3.78M	0.46%	0.00%	+18.9%	Q4 2019
MOAltria Group, Inc.	$3.75M	0.46%	0.00%	+0.5%	Q4 2019

Q1 2026Reported Apr 27, 2026120 positions
FLXRVW Win Century Inc.	$31.1M	4.36%	0.45%	+7.3%	Q4 2024
NVDANvidia Corp	$14.4M	2.01%	0.00%	-1.1%	Q2 2020
PULSPulse Electronics Corp	$13.4M	1.88%	1.55%	-7.7%	Q4 2025
GOOGLAlphabet Inc.	$11.6M	1.62%	0.00%	+6.3%	Q4 2019
MSFTMicrosoft Corp	$11.4M	1.60%	0.00%	+7.8%	Q4 2019
AMZNAmazon Com Inc	$10.6M	1.49%	0.00%	-12.1%	Q4 2019
AMATApplied Materials Inc	$9.97M	1.40%	0.00%	-3.2%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.58M	1.34%	Not reported	+2.8%	Q4 2019
AAPLApple Inc.	$9.58M	1.34%	0.00%	+3.3%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.48M	1.19%	0.00%	-2.1%	Q4 2021
KLACKla Corp	$8.47M	1.19%	0.00%	-2.9%	Q3 2021
BRK.BBerkshire Hathaway Inc	$8.09M	1.13%	Not reported	-0.3%	Q4 2019
ADIAnalog Devices Inc	$7.11M	1.00%	0.00%	-2.4%	Q4 2019
MCDMcdonalds Corp	$6.97M	0.98%	0.00%	+3.5%	Q4 2019
LLYELI LILLY & Co	$6.92M	0.97%	0.00%	-0.3%	Q4 2019
JPMJPMorgan Chase & Co	$6.76M	0.95%	0.00%	+6.7%	Q4 2019
COSTCostco Wholesale Corp	$6.39M	0.90%	0.00%	+2.2%	Q4 2019
MRKMerck & Co., Inc.	$6.36M	0.89%	0.00%	+0.6%	Q4 2019
GDGeneral Dynamics Corp	$6.1M	0.86%	0.01%	+2.4%	Q4 2019
XOMExxonMobil Holdings Corp	$5.73M	0.80%	0.00%	+0.8%	Q4 2019
HONHoneywell International Inc	$5.42M	0.76%	0.00%	+3.8%	Q4 2019
JNJJohnson & Johnson	$5.29M	0.74%	0.00%	-0.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.27M	0.74%	Not reported	-2.5%	Q4 2019
BABoeing Co	$5.24M	0.73%	0.00%	+4.0%	Q4 2019
ICEIntercontinental Exchange, Inc.	$5.03M	0.71%	0.01%	+5.1%	Q4 2019
VVisa Inc.	$5.03M	0.70%	0.00%	+5.6%	Q4 2019
MAMastercard Inc	$4.99M	0.70%	0.00%	+4.9%	Q4 2019
SCHWSchwab Charles Corp	$4.82M	0.68%	0.00%	+7.4%	Q4 2019
LMTLockheed Martin Corp	$4.66M	0.65%	0.00%	+2.0%	Q4 2019
METAMeta Platforms, Inc.	$4.64M	0.65%	Not reported	+7.6%	Q4 2019
TMOThermo Fisher Scientific Inc.	$4.6M	0.64%	0.00%	+5.4%	Q4 2019
AVGOBroadcom Inc.	$4.56M	0.64%	0.00%	+8.2%	Q4 2019
ADSKAutodesk, Inc.	$4.32M	0.61%	0.01%	+8.3%	Q1 2024
CVXChevron Corp	$4.28M	0.60%	0.00%	+1.5%	Q4 2019
GEHCGE HealthCare Technologies Inc.	$4.17M	0.59%	0.01%	+8.7%	Q3 2024
ABBVAbbVie Inc.	$4.17M	0.59%	0.00%	+3.2%	Q4 2019
LRCXLam Research Corp	$4.05M	0.57%	0.00%	-1.9%	Q4 2019
CATCaterpillar Inc	$3.88M	0.54%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$3.79M	0.53%	0.00%	+2.9%	Q4 2019
ZTSZoetis Inc.	$3.73M	0.52%	0.01%	+12.5%	Q4 2019
MPWRMonolithic Power Systems, Inc.	$3.66M	0.51%	0.01%	-2.2%	Q2 2021
VZVerizon Communications Inc	$3.64M	0.51%	0.00%	+4.7%	Q4 2019
KOCoca Cola Co	$3.61M	0.51%	0.00%	+5.5%	Q4 2019
BMYBristol Myers Squibb Co	$3.52M	0.49%	0.00%	+0.8%	Q4 2019
AMGNAmgen Inc	$3.44M	0.48%	0.00%	+2.4%	Q4 2019
MOAltria Group, Inc.	$3.42M	0.48%	0.00%	+3.6%	Q4 2019
PEPPepsico Inc	$3.36M	0.47%	0.00%	+5.6%	Q4 2019
CMECme Group Inc.	$3.33M	0.47%	0.00%	+1.8%	Q4 2019
SPGIS&P Global Inc.	$3.32M	0.47%	0.00%	Not reported	Q4 2019
PFEPfizer Inc	$3.32M	0.46%	0.00%	+5.5%	Q4 2019

Q4 2025Reported Jan 28, 2026115 positions
FLXRVW Win Century Inc.	$29.2M	4.22%	0.42%	+1085.8%	Q4 2024
NVDANvidia Corp	$15.5M	2.25%	0.00%	-2.5%	Q2 2020
PULSPulse Electronics Corp	$14.6M	2.11%	1.68%	New	Q4 2025
MSFTMicrosoft Corp	$13.9M	2.01%	0.00%	+1.3%	Q4 2019
AMZNAmazon Com Inc	$13.4M	1.93%	0.00%	-5.5%	Q4 2019
GOOGLAlphabet Inc.	$11.8M	1.71%	0.00%	-3.7%	Q4 2019
AAPLApple Inc.	$9.93M	1.44%	0.00%	-1.4%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.04M	1.31%	Not reported	-2.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.52M	1.23%	Not reported	+0.9%	Q4 2019
LLYELI LILLY & Co	$8.12M	1.17%	0.00%	-3.5%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.79M	1.13%	0.00%	-4.7%	Q4 2021
AMATApplied Materials Inc	$7.74M	1.12%	0.00%	-4.7%	Q4 2019
KLACKla Corp	$7.19M	1.04%	0.00%	-8.3%	Q3 2021
JPMJPMorgan Chase & Co	$6.94M	1.00%	0.00%	-2.8%	Q4 2019
MCDMcdonalds Corp	$6.62M	0.96%	0.00%	+2.0%	Q4 2019
ADIAnalog Devices Inc	$6.21M	0.90%	0.00%	+0.1%	Q4 2019
GDGeneral Dynamics Corp	$5.84M	0.84%	0.01%	-0.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.75M	0.83%	Not reported	+15.6%	Q4 2019
MRKMerck & Co., Inc.	$5.53M	0.80%	0.00%	+1.9%	Q4 2019
VVisa Inc.	$5.52M	0.80%	0.00%	+0.6%	Q4 2019
BABoeing Co	$5.49M	0.79%	0.00%	+2.6%	Q4 2019
MAMastercard Inc	$5.44M	0.79%	0.00%	+1.0%	Q4 2019
COSTCostco Wholesale Corp	$5.41M	0.78%	0.00%	+1.5%	Q4 2019
TMOThermo Fisher Scientific Inc.	$5.14M	0.74%	0.00%	+1.9%	Q4 2019
METAMeta Platforms, Inc.	$4.98M	0.72%	Not reported	+2.7%	Q4 2019
ADSKAutodesk, Inc.	$4.93M	0.71%	0.01%	+1.1%	Q1 2024
ICEIntercontinental Exchange, Inc.	$4.93M	0.71%	0.01%	+2.6%	Q4 2019
SCHWSchwab Charles Corp	$4.77M	0.69%	0.00%	+5.3%	Q4 2019
AVGOBroadcom Inc.	$4.71M	0.68%	0.00%	+0.7%	Q4 2019
HONHoneywell International Inc	$4.51M	0.65%	0.00%	+4.0%	Q4 2019
JNJJohnson & Johnson	$4.5M	0.65%	0.00%	-4.0%	Q4 2019
ADBEAdobe Inc.	$4.49M	0.65%	0.00%	+9.8%	Q4 2019
GEHCGE HealthCare Technologies Inc.	$4.42M	0.64%	0.01%	+4.8%	Q3 2024
ABBVAbbVie Inc.	$4.25M	0.61%	0.00%	-4.2%	Q4 2019
ACNAccenture plc	$4.07M	0.59%	0.00%	+6.3%	Q4 2019
XOMExxonMobil Holdings Corp	$4.03M	0.58%	0.00%	+0.3%	Q4 2019
CSCOCisco Systems, Inc.	$3.66M	0.53%	0.00%	-5.7%	Q4 2019
LMTLockheed Martin Corp	$3.66M	0.53%	0.00%	+1.5%	Q4 2019
ANETArista Networks, Inc.	$3.53M	0.51%	0.00%	-1.6%	Q1 2025
ZTSZoetis Inc.	$3.53M	0.51%	0.01%	+7.2%	Q4 2019
TSLATesla, Inc.	$3.46M	0.50%	0.00%	+18.5%	Q4 2019
LRCXLam Research Corp	$3.31M	0.48%	0.00%	-8.4%	Q4 2019
KOCoca Cola Co	$3.14M	0.45%	0.00%	+1.3%	Q4 2019
ORCLOracle Corp	$3.14M	0.45%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$3.12M	0.45%	0.00%	-0.2%	Q4 2019
BMYBristol Myers Squibb Co	$3.11M	0.45%	0.00%	+4.8%	Q4 2019
CVXChevron Corp	$3.1M	0.45%	0.00%	+3.0%	Q4 2019
MPWRMonolithic Power Systems, Inc.	$3.1M	0.45%	0.01%	+0.2%	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$3.09M	0.45%	0.00%	-1.6%	Q4 2023
CMECme Group Inc.	$3.03M	0.44%	0.00%	0.0%	Q4 2019

Q3 2025Reported Oct 30, 2025109 positions
NVDANvidia Corp	$15.9M	2.40%	0.00%	-4.9%	Q2 2020
MSFTMicrosoft Corp	$14.7M	2.21%	0.00%	+32.3%	Q4 2019
AMZNAmazon Com Inc	$13.5M	2.03%	0.00%	+1.4%	Q4 2019
GOOGLAlphabet Inc.	$9.54M	1.44%	0.00%	+1.4%	Q4 2019
AAPLApple Inc.	$9.44M	1.42%	0.00%	+1.5%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.05M	1.36%	Not reported	+1.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.44M	1.27%	Not reported	+0.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.51M	1.13%	0.00%	-1.7%	Q4 2021
JPMJPMorgan Chase & Co	$6.99M	1.05%	0.00%	-3.6%	Q4 2019
KLACKla Corp	$6.96M	1.05%	0.00%	-4.8%	Q3 2021
AMATApplied Materials Inc	$6.47M	0.97%	0.00%	+1.3%	Q4 2019
MCDMcdonalds Corp	$6.46M	0.97%	0.00%	+1.6%	Q4 2019
LLYELI LILLY & Co	$5.97M	0.90%	0.00%	+5.2%	Q4 2019
GDGeneral Dynamics Corp	$5.93M	0.89%	0.01%	+0.7%	Q4 2019
COSTCostco Wholesale Corp	$5.72M	0.86%	0.00%	+0.7%	Q4 2019
ADIAnalog Devices Inc	$5.62M	0.85%	0.00%	+0.9%	Q4 2019
METAMeta Platforms, Inc.	$5.39M	0.81%	Not reported	+1.5%	Q4 2019
MAMastercard Inc	$5.36M	0.81%	0.00%	0.0%	Q4 2019
VVisa Inc.	$5.34M	0.80%	0.00%	+0.3%	Q4 2019
BABoeing Co	$5.32M	0.80%	0.00%	+7.9%	Q4 2019
ADSKAutodesk, Inc.	$5.24M	0.79%	0.01%	+1.1%	Q1 2024
ICEIntercontinental Exchange, Inc.	$5M	0.75%	0.01%	-1.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.86M	0.73%	Not reported	+6.7%	Q4 2019
HONHoneywell International Inc	$4.68M	0.70%	0.00%	+1.4%	Q4 2019
ABBVAbbVie Inc.	$4.5M	0.68%	0.00%	+6.6%	Q4 2019
AVGOBroadcom Inc.	$4.46M	0.67%	0.00%	+15.1%	Q4 2019
SCHWSchwab Charles Corp	$4.33M	0.65%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$4.32M	0.65%	0.00%	+10.9%	Q4 2019
TMOThermo Fisher Scientific Inc.	$4.22M	0.64%	0.00%	+6.1%	Q4 2019
JNJJohnson & Johnson	$4.2M	0.63%	0.00%	+20.9%	Q4 2019
ADBEAdobe Inc.	$4.12M	0.62%	0.00%	+5.6%	Q4 2019
ANETArista Networks, Inc.	$3.99M	0.60%	0.00%	+4.5%	Q1 2025
GEHCGE HealthCare Technologies Inc.	$3.87M	0.58%	0.01%	+6.7%	Q3 2024
ZTSZoetis Inc.	$3.83M	0.58%	0.01%	+7.0%	Q4 2019
XOMExxonMobil Holdings Corp	$3.77M	0.57%	0.00%	+12.2%	Q4 2019
LMTLockheed Martin Corp	$3.72M	0.56%	0.00%	+28.4%	Q4 2019
ACNAccenture plc	$3.52M	0.53%	0.00%	+4.3%	Q4 2019
NKENIKE, Inc.	$3.49M	0.53%	0.00%	+5.2%	Q4 2019
CSCOCisco Systems, Inc.	$3.44M	0.52%	0.00%	+4.2%	Q4 2019
MOAltria Group, Inc.	$3.31M	0.50%	0.00%	-1.2%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$3.29M	0.50%	0.00%	+0.9%	Q4 2023
MPWRMonolithic Power Systems, Inc.	$3.14M	0.47%	0.01%	+2.7%	Q2 2021
VZVerizon Communications Inc	$3.09M	0.47%	0.00%	+5.2%	Q4 2019
CVXChevron Corp	$3.07M	0.46%	0.00%	+15.1%	Q4 2019
PPLPPL Corp	$3.03M	0.46%	0.01%	+1.9%	Q4 2019
SOSouthern Co	$3M	0.45%	0.00%	+1.5%	Q4 2019
CMECme Group Inc.	$3M	0.45%	0.00%	+0.7%	Q4 2019
MDTMedtronic plc	$2.96M	0.45%	0.00%	+4.9%	Q4 2019
PGPROCTER & GAMBLE Co	$2.94M	0.44%	0.00%	+5.0%	Q4 2019
KOCoca Cola Co	$2.94M	0.44%	0.00%	+3.3%	Q4 2019

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