Unconventional Investor, LLC
Net buyer this quarter
$242M
25
+$470K
18.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $27.6M | 11.42% | Not reported | +0.2% | Q3 2022 |
| BRK.A | $5.24M | 2.17% | Not reported | Not reported | Q4 2021 |
 IDEV | $3.33M | 1.38% | Not reported | +1.5% | Q2 2025 |
 NVDA | $2.3M | 0.95% | 0.00% | +0.9% | Q4 2021 |
 DFAX | $1.8M | 0.74% | Not reported | Not reported | Q4 2021 |
 AAPL | $1.34M | 0.55% | 0.00% | Not reported | Q4 2021 |
 PL | $1.17M | 0.49% | 0.01% | -29.2% | Q2 2025 |
 QQQ | $895K | 0.37% | Not reported | +16.3% | Q4 2025 |
 ONTO | $634K | 0.26% | 0.00% | Not reported | Q3 2023 |
 VPL | $617K | 0.26% | Not reported | Not reported | Q3 2025 |
 GOOGL | $593K | 0.25% | 0.00% | Not reported | Q4 2021 |
| FXA | $541K | 0.22% | 0.54% | +0.3% | Q2 2025 |
 COST | $498K | 0.21% | 0.00% | Not reported | Q4 2021 |
| FXC | $493K | 0.20% | 0.65% | 0.0% | Q2 2025 |
| VYM | $472K | 0.20% | Not reported | Not reported | Q2 2025 |
 SKYY | $443K | 0.18% | Not reported | Not reported | Q4 2021 |
 V | $355K | 0.15% | 0.00% | Not reported | Q4 2021 |
| GOOG | $346K | 0.14% | Not reported | Not reported | Q3 2025 |
 JPM | $298K | 0.12% | 0.00% | Not reported | Q3 2024 |
 HD | $279K | 0.12% | 0.00% | Not reported | Q3 2025 |
 CVX | $268K | 0.11% | 0.00% | New | Q2 2026 |
 AMZN | $262K | 0.11% | 0.00% | Not reported | Q1 2024 |
 JNJ | $235K | 0.10% | 0.00% | Not reported | Q1 2026 |
 PNC | $226K | 0.09% | 0.00% | New | Q2 2026 |
 MSFT | $218K | 0.09% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| BRK.B | $26.4M | 12.53% | Not reported | -0.7% | Q3 2022 |
| BRK.A | $5.03M | 2.39% | Not reported | Not reported | Q4 2021 |
| IDEV | $3.08M | 1.46% | Not reported | Not reported | Q2 2025 |
| NVDA | $1.99M | 0.94% | 0.00% | Not reported | Q4 2021 |
| DFAX | $1.66M | 0.79% | Not reported | Not reported | Q4 2021 |
| PL | $1.4M | 0.66% | 0.02% | Not reported | Q2 2025 |
| AAPL | $1.17M | 0.56% | 0.00% | Not reported | Q4 2021 |
| QQQ | $603K | 0.29% | Not reported | +52.3% | Q4 2025 |
| FXA | $538K | 0.26% | 0.52% | +0.2% | Q2 2025 |
| COST | $530K | 0.25% | 0.00% | Not reported | Q4 2021 |
| VPL | $521K | 0.25% | Not reported | Not reported | Q3 2025 |
| FXC | $503K | 0.24% | 0.60% | 0.0% | Q2 2025 |
| GOOGL | $477K | 0.23% | 0.00% | Not reported | Q4 2021 |
| VYM | $443K | 0.21% | Not reported | Not reported | Q2 2025 |
| SKYY | $360K | 0.17% | Not reported | +64.6% | Q4 2021 |
| ONTO | $344K | 0.16% | 0.00% | Not reported | Q3 2023 |
| V | $313K | 0.15% | 0.00% | Not reported | Q4 2021 |
| GOOG | $281K | 0.13% | Not reported | -0.5% | Q3 2025 |
| JPM | $268K | 0.13% | 0.00% | -0.1% | Q3 2024 |
| HD | $260K | 0.12% | 0.00% | +0.1% | Q3 2025 |
| AMZN | $229K | 0.11% | 0.00% | +24.9% | Q1 2024 |
| JNJ | $227K | 0.11% | 0.00% | New | Q1 2026 |
 UP | $8.61K | 0.00% | 0.05% | Not reported | Q2 2022 |
| Q4 2025 | |||||
| BRK.B | $27.9M | 13.24% | Not reported | -1.1% | Q3 2022 |
| BRK.A | $5.28M | 2.51% | Not reported | Not reported | Q4 2021 |
| IDEV | $3.04M | 1.44% | Not reported | +1.9% | Q2 2025 |
| NVDA | $2.12M | 1.01% | 0.00% | Not reported | Q4 2021 |
| DFAX | $1.6M | 0.76% | Not reported | Not reported | Q4 2021 |
| AAPL | $1.26M | 0.60% | 0.00% | -1.2% | Q4 2021 |
| PL | $986K | 0.47% | 0.02% | Not reported | Q2 2025 |
| GOOGL | $520K | 0.25% | 0.00% | Not reported | Q4 2021 |
| FXA | $518K | 0.25% | 0.68% | +0.2% | Q2 2025 |
| FXC | $509K | 0.24% | 0.55% | +0.1% | Q2 2025 |
| VPL | $482K | 0.23% | Not reported | +2.7% | Q3 2025 |
| COST | $459K | 0.22% | 0.00% | Not reported | Q4 2021 |
| VYM | $429K | 0.20% | Not reported | Not reported | Q2 2025 |
| QQQ | $422K | 0.20% | Not reported | New | Q4 2025 |
| V | $363K | 0.17% | 0.00% | Not reported | Q4 2021 |
| GOOG | $309K | 0.15% | Not reported | -3.0% | Q3 2025 |
| JPM | $294K | 0.14% | 0.00% | -0.4% | Q3 2024 |
| HD | $272K | 0.13% | 0.00% | Not reported | Q3 2025 |
| ONTO | $265K | 0.13% | 0.00% | Not reported | Q3 2023 |
| SKYY | $260K | 0.12% | Not reported | Not reported | Q4 2021 |
| MSFT | $253K | 0.12% | 0.00% | Not reported | Q4 2023 |
| AMZN | $203K | 0.10% | 0.00% | -8.1% | Q1 2024 |
 SCHW | $203K | 0.10% | 0.00% | New | Q4 2025 |
| UP | $10.9K | 0.01% | 0.05% | Not reported | Q2 2022 |
| Q3 2025 | |||||
| BRK.B | $28.2M | 14.14% | Not reported | +0.8% | Q3 2022 |
| BRK.A | $5.28M | 2.65% | Not reported | Not reported | Q4 2021 |
| IDEV | $2.9M | 1.45% | Not reported | Not reported | Q2 2025 |
| NVDA | $2.12M | 1.07% | 0.00% | -1.3% | Q4 2021 |
| DFAX | $1.53M | 0.77% | Not reported | Not reported | Q4 2021 |
| AAPL | $1.19M | 0.60% | 0.00% | +14.1% | Q4 2021 |
| PL | $649K | 0.33% | 0.02% | Not reported | Q2 2025 |
| FXA | $513K | 0.26% | 0.68% | +0.3% | Q2 2025 |
| FXC | $502K | 0.25% | 0.55% | +0.1% | Q2 2025 |
| COST | $492K | 0.25% | 0.00% | Not reported | Q4 2021 |
| VPL | $456K | 0.23% | Not reported | New | Q3 2025 |
| VYM | $421K | 0.21% | Not reported | Not reported | Q2 2025 |
| GOOGL | $404K | 0.20% | 0.00% | Not reported | Q4 2021 |
| V | $353K | 0.18% | 0.00% | Not reported | Q4 2021 |
| HD | $320K | 0.16% | 0.00% | New | Q3 2025 |
| JPM | $289K | 0.14% | 0.00% | -2.7% | Q3 2024 |
| MSFT | $270K | 0.14% | 0.00% | Not reported | Q4 2023 |
| SKYY | $269K | 0.13% | Not reported | Not reported | Q4 2021 |
| GOOG | $247K | 0.12% | Not reported | New | Q3 2025 |
| ONTO | $217K | 0.11% | 0.00% | Not reported | Q3 2023 |
| AMZN | $211K | 0.11% | 0.00% | +1.9% | Q1 2024 |
| UP | $30.7K | 0.02% | 0.00% | Not reported | Q2 2022 |