Bellwether Advisors, LLC

13F filer · CIK 0001819815

Reported May 12, 2026

Net buyer this quarter

13F portfolio value$675MU.S. long equity reported on 13F

Positions8235 new · 17 closed

Net flow last quarter+$59.1MBuys minus sells

Top 10 positions weight14.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 12, 202682 positions
BRK.BBerkshire Hathaway Inc	$14.5M	2.46%	Not reported	-5.8%	Q4 2020
GLDSPDR Gold Trust	$11.7M	1.98%	0.01%	Not reported	Q2 2024
AVGOBroadcom Inc.	$11.1M	1.88%	0.00%	-20.3%	Q1 2021
PDECPetals Decorative Accents, Inc.	$10.2M	1.73%	Not reported	-3.2%	Q4 2020
WDCWestern Digital Corp	$8.5M	1.44%	0.01%	+77.1%	Q2 2021
IAUIshares Gold Trust	$7.03M	1.19%	0.01%	Not reported	Q4 2020
ABBVAbbVie Inc.	$6.87M	1.16%	0.00%	+39.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.47M	0.93%	Not reported	0.0%	Q4 2020
FIXComfort Systems USA Inc	$5.04M	0.85%	0.01%	New	Q1 2026
CATCaterpillar Inc	$4.72M	0.80%	0.00%	-6.2%	Q4 2020
ECHOEchoStar CORP	$4.49M	0.76%	0.08%	+16.1%	Q4 2025
DOWDow Inc.	$4.45M	0.75%	0.01%	Not reported	Q4 2020
LLoews Corp	$4.41M	0.75%	0.02%	Not reported	Q2 2022
URIUnited Rentals, Inc.	$4.26M	0.72%	0.01%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$4.08M	0.69%	0.02%	Not reported	Q2 2022
GOOGAlphabet Inc.	$4.08M	0.69%	Not reported	-16.3%	Q4 2020
CFGCitizens Financial Group Inc	$4.01M	0.68%	0.02%	Not reported	Q1 2023
GSGoldman Sachs Group Inc	$3.8M	0.64%	0.00%	Not reported	Q4 2020
HBANHuntington Bancshares Inc	$3.62M	0.61%	0.01%	Not reported	Q1 2021
MSFTMicrosoft Corp	$3.59M	0.61%	0.00%	-4.7%	Q4 2020
EMEEMCOR Group, Inc.	$3.58M	0.61%	0.01%	+55.5%	Q2 2025
NVDANvidia Corp	$3.14M	0.53%	0.00%	-52.7%	Q1 2021
AUAngloGold Ashanti PLC	$3.08M	0.52%	0.01%	New	Q1 2026
STLDSteel Dynamics Inc	$3.04M	0.52%	0.01%	New	Q1 2026
NUENucor Corp	$3M	0.51%	0.01%	Not reported	Q2 2021
SCCOSouthern Copper Corp/	$2.82M	0.48%	0.00%	New	Q1 2026
RSReliance, Inc.	$2.72M	0.46%	0.02%	New	Q1 2026
AAPLApple Inc.	$2.64M	0.45%	0.00%	-3.9%	Q4 2020
IPInternational Paper Co	$2.61M	0.44%	0.01%	Not reported	Q1 2021
DEDeere & Co	$2.61M	0.44%	0.00%	Not reported	Q4 2020
PLTRPalantir Technologies Inc.	$2.42M	0.41%	0.00%	-67.2%	Q2 2025
HWMHowmet Aerospace Inc.	$2.23M	0.38%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$2.16M	0.37%	0.00%	-0.1%	Q4 2020
LHXL3harris Technologies, Inc.	$2.15M	0.36%	0.00%	Not reported	Q3 2022
CAHCardinal Health Inc	$2.1M	0.36%	0.00%	Not reported	Q3 2022
GEGeneral Electric Co	$2M	0.34%	0.00%	Not reported	Q2 2021
HCAHCA Healthcare, Inc.	$1.9M	0.32%	0.00%	-13.1%	Q1 2024
BMYBristol Myers Squibb Co	$1.89M	0.32%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$1.86M	0.31%	0.00%	+272.5%	Q4 2020
VIKViking Holdings Ltd	$1.73M	0.29%	Not reported	-70.8%	Q3 2025
LLYELI LILLY & Co	$1.71M	0.29%	0.00%	-12.8%	Q3 2022
PHParker-Hannifin Corp	$1.69M	0.29%	0.00%	Not reported	Q1 2021
TERTeradyne, Inc	$1.66M	0.28%	0.00%	Not reported	Q1 2021
CMICummins Inc	$1.66M	0.28%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$1.65M	0.28%	0.00%	Not reported	Q3 2021
DLTRDollar Tree, Inc.	$1.59M	0.27%	0.01%	-35.8%	Q4 2025
CASYCaseys General Stores Inc	$1.56M	0.26%	0.01%	Not reported	Q4 2024
MPWRMonolithic Power Systems, Inc.	$1.56M	0.26%	0.00%	Not reported	Q1 2023
INTCIntel Corp	$1.51M	0.26%	0.00%	Not reported	Q4 2020
GWWW.W. Grainger, Inc.	$1.45M	0.24%	0.00%	+220.1%	Q4 2020

Q4 2025Reported Feb 9, 202664 positions
BRK.BBerkshire Hathaway Inc	$16.2M	2.58%	Not reported	Not reported	Q4 2020
AVGOBroadcom Inc.	$15.6M	2.48%	0.00%	+0.1%	Q1 2021
PDECPetals Decorative Accents, Inc.	$10.8M	1.72%	Not reported	+25.0%	Q4 2020
PLTRPalantir Technologies Inc.	$8.95M	1.43%	0.00%	-18.9%	Q2 2025
NVDANvidia Corp	$7.1M	1.13%	0.00%	-36.7%	Q1 2021
VIKViking Holdings Ltd	$5.75M	0.92%	Not reported	+129.6%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$5.73M	0.91%	Not reported	-0.2%	Q4 2020
GOOGAlphabet Inc.	$5.33M	0.85%	Not reported	+38.0%	Q4 2020
ABBVAbbVie Inc.	$5.19M	0.83%	0.00%	+0.3%	Q4 2020
MSFTMicrosoft Corp	$4.92M	0.79%	0.00%	-10.0%	Q4 2020
RDDTReddit, Inc.	$4.74M	0.76%	Not reported	+118.8%	Q3 2025
URIUnited Rentals, Inc.	$4.73M	0.75%	0.01%	-1.2%	Q4 2020
ROKRockwell Automation, Inc	$4.27M	0.68%	0.01%	+71.6%	Q3 2022
CATCaterpillar Inc	$4.07M	0.65%	0.00%	+42.9%	Q4 2020
ECHOEchoStar CORP	$3.59M	0.57%	0.07%	New	Q4 2025
CVNACarvana Co.	$3.22M	0.51%	Not reported	-30.1%	Q4 2020
WDCWestern Digital Corp	$3.06M	0.49%	0.01%	Not reported	Q2 2021
AAPLApple Inc.	$2.94M	0.47%	0.00%	Not reported	Q4 2020
TTWOTake Two Interactive Software Inc	$2.89M	0.46%	0.01%	-46.4%	Q1 2021
TSLATesla, Inc.	$2.79M	0.45%	0.00%	+815.6%	Q4 2020
DLTRDollar Tree, Inc.	$2.79M	0.44%	0.01%	New	Q4 2025
TKOTKO Group Holdings, Inc.	$2.77M	0.44%	Not reported	New	Q4 2025
ABTAbbott Laboratories	$2.63M	0.42%	0.00%	Not reported	Q4 2020
RBLXRoblox Corp	$2.37M	0.38%	0.00%	-59.9%	Q4 2022
PHMPultegroup Inc	$2.29M	0.37%	0.01%	Not reported	Q1 2023
LLYELI LILLY & Co	$2.29M	0.37%	0.00%	Not reported	Q3 2022
AMEAmetek Inc/	$2.26M	0.36%	0.00%	Not reported	Q1 2023
NTRANatera, Inc.	$2.18M	0.35%	0.01%	New	Q4 2025
HCAHCA Healthcare, Inc.	$2.15M	0.34%	0.00%	Not reported	Q1 2024
HEIHeico Corp	$1.94M	0.31%	0.01%	-54.3%	Q3 2021
EMEEMCOR Group, Inc.	$1.91M	0.30%	0.01%	-53.7%	Q2 2025
GOOGLAlphabet Inc.	$1.11M	0.18%	0.00%	-1.6%	Q4 2020
ORCLOracle Corp	$924K	0.15%	0.00%	-72.4%	Q4 2020
AMZNAmazon Com Inc	$754K	0.12%	0.00%	Not reported	Q4 2020
SHWSherwin Williams Co	$624K	0.10%	0.00%	-0.5%	Q4 2020
METAMeta Platforms, Inc.	$605K	0.10%	Not reported	-73.7%	Q4 2020
FASTFastenal Co	$475K	0.08%	0.00%	-78.2%	Q4 2020
WMTWalmart Inc.	$446K	0.07%	0.00%	+11.4%	Q4 2020
BUFFBlue Buffalo Pet Products, Inc.	$419K	0.07%	0.00%	Not reported	Q1 2023
GWWW.W. Grainger, Inc.	$418K	0.07%	0.00%	Not reported	Q4 2020
BOCTBoulder Capital Opportunities II Ltd	$403K	0.06%	Not reported	Not reported	Q4 2020
AXPAmerican Express Co	$373K	0.06%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$372K	0.06%	0.00%	+3.1%	Q4 2020
WERNWerner Enterprises Inc	$371K	0.06%	0.02%	Not reported	Q4 2020
TAt&T Inc.	$355K	0.06%	0.00%	0.0%	Q4 2020
VVisa Inc.	$347K	0.06%	0.00%	-85.9%	Q4 2020
AMPAmeriprise Financial Inc	$343K	0.05%	0.00%	-86.5%	Q1 2021
BALTBaltic Trading Ltd	$340K	0.05%	Not reported	Not reported	Q3 2022
HDHome Depot, Inc.	$340K	0.05%	0.00%	Not reported	Q4 2020
FSKFS KKR Capital Corp	$325K	0.05%	0.01%	-18.8%	Q2 2021

Q3 2025Reported Nov 12, 202572 positions
AVGOBroadcom Inc.	$14.8M	2.45%	0.00%	-9.7%	Q1 2021
PLTRPalantir Technologies Inc.	$11.3M	1.87%	0.00%	+1.3%	Q2 2025
NVDANvidia Corp	$11.2M	1.85%	0.00%	+1.7%	Q1 2021
RBLXRoblox Corp	$10.1M	1.67%	0.01%	-12.7%	Q4 2022
PDECPetals Decorative Accents, Inc.	$8.36M	1.38%	Not reported	-2.8%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$5.98M	0.99%	0.01%	-40.1%	Q4 2020
MSFTMicrosoft Corp	$5.85M	0.97%	0.00%	-7.4%	Q4 2020
URIUnited Rentals, Inc.	$5.64M	0.93%	0.01%	-1.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.61M	0.93%	Not reported	0.0%	Q4 2020
NFLXNetflix Inc	$5.54M	0.92%	0.00%	+96.0%	Q1 2022
TTWOTake Two Interactive Software Inc	$5.45M	0.90%	0.01%	+87.3%	Q1 2021
ABBVAbbVie Inc.	$5.25M	0.87%	0.00%	+0.1%	Q4 2020
SPOTSpotify Technology S.A.	$5.18M	0.86%	0.00%	+98.4%	Q2 2025
ORCLOracle Corp	$4.84M	0.80%	0.00%	+300.1%	Q4 2020
GEVGE Vernova Inc.	$4.44M	0.73%	0.00%	-34.4%	Q4 2024
CTASCintas Corp	$4.41M	0.73%	0.01%	-38.2%	Q3 2023
EMEEMCOR Group, Inc.	$4.38M	0.72%	0.02%	-37.8%	Q2 2025
CPNGCoupang, Inc.	$4.28M	0.71%	Not reported	-53.1%	Q2 2025
AXONAxon Enterprise, Inc.	$4.26M	0.70%	0.01%	-15.8%	Q2 2025
MELIMercadolibre Inc	$4.24M	0.70%	0.00%	-42.2%	Q4 2020
HEIHeico Corp	$4.23M	0.70%	0.02%	-23.5%	Q3 2021
CVNACarvana Co.	$4.12M	0.68%	Not reported	-52.3%	Q4 2020
UIUbiquiti Inc.	$3.43M	0.57%	0.01%	New	Q3 2025
GOOGAlphabet Inc.	$3M	0.50%	Not reported	+940.0%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$2.71M	0.45%	0.01%	+1311300.0%	Q4 2024
FASTFastenal Co	$2.67M	0.44%	0.00%	+413.7%	Q4 2020
METAMeta Platforms, Inc.	$2.56M	0.42%	Not reported	-18.7%	Q4 2020
AMPAmeriprise Financial Inc	$2.54M	0.42%	0.01%	-14.1%	Q1 2021
EAElectronic Arts Inc.	$2.51M	0.41%	Not reported	+621950.0%	Q1 2022
IBKRInteractive Brokers Group, Inc.	$2.5M	0.41%	0.01%	-30.4%	Q4 2024
LHXL3harris Technologies, Inc.	$2.42M	0.40%	0.00%	+56528.6%	Q3 2022
ORLYO Reilly Automotive Inc	$2.39M	0.40%	0.00%	+1268.2%	Q1 2021
VVisa Inc.	$2.38M	0.39%	0.00%	-10.8%	Q4 2020
CATCaterpillar Inc	$2.37M	0.39%	0.00%	+3448.6%	Q4 2020
GEGeneral Electric Co	$2.32M	0.38%	0.00%	-61.8%	Q2 2021
ROKRockwell Automation, Inc	$2.24M	0.37%	0.01%	Not reported	Q3 2022
NOCNorthrop Grumman Corp	$2.23M	0.37%	0.00%	+5064.8%	Q4 2020
VIKViking Holdings Ltd	$2.18M	0.36%	Not reported	New	Q3 2025
RDDTReddit, Inc.	$2.17M	0.36%	Not reported	New	Q3 2025
MAMastercard Inc	$2.14M	0.35%	0.00%	-20.2%	Q4 2020
EBAYEbay Inc	$2.03M	0.33%	0.00%	+13076.9%	Q4 2021
MTCHMatch Group, Inc.	$1.96M	0.32%	0.02%	New	Q3 2025
SPGIS&P Global Inc.	$1.9M	0.31%	0.00%	-22.8%	Q3 2021
ZZillow Group, Inc.	$1.76M	0.29%	Not reported	Not reported	Q4 2020
IBITiShares Bitcoin Trust ETF	$1.73M	0.29%	0.00%	+1.5%	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$1.58M	0.26%	0.01%	Not reported	Q1 2024
SCHWSchwab Charles Corp	$1.33M	0.22%	0.00%	+491.8%	Q4 2020
BXBlackstone Inc.	$1.29M	0.21%	0.00%	+561.7%	Q2 2021
KKRKKR & Co. Inc.	$1.01M	0.17%	0.00%	Not reported	Q4 2020
MCOMoodys Corp	$979K	0.16%	0.00%	+17016.7%	Q3 2021

Q2 2025Reported Aug 11, 2025423 positions
BRK.BBerkshire Hathaway Inc	$16.5M	2.82%	Not reported	+143.6%	Q4 2020
AVGOBroadcom Inc.	$13.7M	2.34%	0.00%	-24.1%	Q1 2021
RCLRoyal Caribbean Cruises Ltd	$9.66M	1.65%	0.01%	Not reported	Q4 2020
NVDANvidia Corp	$9.34M	1.59%	0.00%	-30.9%	Q1 2021
RBLXRoblox Corp	$8.81M	1.51%	0.01%	Not reported	Q4 2022
CPNGCoupang, Inc.	$8.49M	1.45%	Not reported	New	Q2 2025
PLTRPalantir Technologies Inc.	$8.36M	1.43%	0.00%	New	Q2 2025
MELIMercadolibre Inc	$8.2M	1.40%	0.01%	+104500.0%	Q4 2020
SNOWSnowflake Inc.	$8.2M	1.40%	0.01%	New	Q2 2025
PDECPetals Decorative Accents, Inc.	$8.19M	1.40%	Not reported	+1.5%	Q4 2020
CTASCintas Corp	$7.75M	1.32%	0.01%	+402.2%	Q3 2023
CVNACarvana Co.	$7.71M	1.32%	Not reported	Not reported	Q4 2020
MSFTMicrosoft Corp	$6.07M	1.04%	0.00%	-66.0%	Q4 2020
AXONAxon Enterprise, Inc.	$5.84M	1.00%	0.01%	New	Q2 2025
GEVGE Vernova Inc.	$5.82M	0.99%	0.00%	+52309.5%	Q4 2024
EMEEMCOR Group, Inc.	$5.79M	0.99%	0.02%	New	Q2 2025
HEIHeico Corp	$5.61M	0.96%	0.03%	Not reported	Q3 2021
SPYSPDR S&P 500 ETF Trust	$5.2M	0.89%	Not reported	+1.6%	Q4 2020
GEGeneral Electric Co	$5.19M	0.89%	0.00%	+16417.2%	Q2 2021
URIUnited Rentals, Inc.	$4.54M	0.78%	0.01%	-1.4%	Q4 2020
ABBVAbbVie Inc.	$4.2M	0.72%	0.00%	+0.5%	Q4 2020
AMPAmeriprise Financial Inc	$3.21M	0.55%	0.01%	-28.5%	Q1 2021
METAMeta Platforms, Inc.	$3.17M	0.54%	Not reported	+701.9%	Q4 2020
NFLXNetflix Inc	$3.16M	0.54%	0.00%	+1687.1%	Q1 2022
IBKRInteractive Brokers Group, Inc.	$2.89M	0.49%	0.02%	+6524.6%	Q4 2024
SPOTSpotify Technology S.A.	$2.87M	0.49%	0.00%	New	Q2 2025
ABTAbbott Laboratories	$2.86M	0.49%	0.00%	Not reported	Q4 2020
MSTRStrategy Inc	$2.84M	0.48%	Not reported	New	Q2 2025
VVisa Inc.	$2.78M	0.48%	0.00%	+748.7%	Q4 2020
TTWOTake Two Interactive Software Inc	$2.74M	0.47%	0.01%	Not reported	Q1 2021
SPGIS&P Global Inc.	$2.66M	0.46%	0.00%	-30.4%	Q3 2021
MAMastercard Inc	$2.65M	0.45%	0.00%	+2505.0%	Q4 2020
AAPLApple Inc.	$2.01M	0.34%	0.00%	+5.4%	Q4 2020
IBITiShares Bitcoin Trust ETF	$1.61M	0.27%	0.00%	Not reported	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$1.49M	0.26%	0.01%	-2.6%	Q1 2024
ORCLOracle Corp	$940K	0.16%	0.00%	-81.6%	Q4 2020
AMZNAmazon Com Inc	$881K	0.15%	0.00%	+14.9%	Q4 2020
GOOGLAlphabet Inc.	$698K	0.12%	0.00%	-12.7%	Q4 2020
SHWSherwin Williams Co	$662K	0.11%	0.00%	+4.2%	Q4 2020
FSKFS KKR Capital Corp	$574K	0.10%	0.01%	-4.0%	Q2 2021
FASTFastenal Co	$445K	0.08%	0.00%	-2.1%	Q4 2020
GWWW.W. Grainger, Inc.	$430K	0.07%	0.00%	-74.7%	Q4 2020
EDConsolidated Edison Inc	$425K	0.07%	0.00%	Not reported	Q1 2022
TAt&T Inc.	$413K	0.07%	0.00%	Not reported	Q4 2020
BUFFBlue Buffalo Pet Products, Inc.	$395K	0.07%	0.00%	-20.8%	Q1 2023
BOCTBoulder Capital Opportunities II Ltd	$370K	0.06%	Not reported	Not reported	Q4 2020
HDHome Depot, Inc.	$358K	0.06%	0.00%	-12.6%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$353K	0.06%	0.00%	-0.2%	Q4 2020
WMTWalmart Inc.	$348K	0.06%	0.00%	+0.4%	Q4 2020
WERNWerner Enterprises Inc	$339K	0.06%	0.02%	Not reported	Q4 2020

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