626 Financial, LLC
Net buyer this quarter
$257M
87
+$717K
32.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SYK | $21.3M | 8.31% | 0.02% | -8.7% | Q1 2021 |
 AAPL | $14.5M | 5.63% | 0.00% | -0.4% | Q1 2021 |
 GOOGL | $8.42M | 3.28% | 0.00% | +0.2% | Q1 2021 |
 AMZN | $8.36M | 3.26% | 0.00% | -0.2% | Q1 2021 |
 MSFT | $7.62M | 2.97% | 0.00% | +1.2% | Q1 2021 |
 NVDA | $7.16M | 2.79% | 0.00% | -0.7% | Q1 2021 |
 DFAX | $6.88M | 2.68% | Not reported | +24.9% | Q1 2026 |
| GOOG | $5M | 1.95% | Not reported | -0.9% | Q1 2021 |
 QCOM | $2.69M | 1.05% | 0.00% | 0.0% | Q1 2021 |
 JPM | $2.66M | 1.03% | 0.00% | -1.2% | Q1 2021 |
 LLY | $2.36M | 0.92% | 0.00% | -1.7% | Q1 2021 |
 PULS | $2.16M | 0.84% | 0.25% | +22.4% | Q1 2023 |
 CAT | $1.92M | 0.75% | 0.00% | Not reported | Q1 2021 |
 AFL | $1.57M | 0.61% | 0.00% | Not reported | Q1 2021 |
 WMT | $1.44M | 0.56% | 0.00% | +0.1% | Q1 2021 |
 CRWD | $1.37M | 0.53% | 0.00% | Not reported | Q1 2023 |
 GLD | $1.27M | 0.49% | 0.00% | +2.8% | Q1 2021 |
 BRK.B | $1.22M | 0.48% | Not reported | Not reported | Q1 2021 |
 UPS | $1.2M | 0.47% | 0.00% | -1.7% | Q4 2022 |
 EMR | $1.18M | 0.46% | 0.00% | -1.2% | Q1 2021 |
 PG | $1.18M | 0.46% | 0.00% | Not reported | Q1 2021 |
 ABBV | $1.18M | 0.46% | 0.00% | Not reported | Q1 2021 |
 JNJ | $1.12M | 0.44% | 0.00% | -16.0% | Q1 2021 |
 UBER | $1.07M | 0.42% | 0.00% | -0.6% | Q1 2021 |
 C | $1.03M | 0.40% | 0.00% | -0.6% | Q1 2021 |
 CVX | $968K | 0.38% | 0.00% | -3.0% | Q1 2021 |
 PFE | $961K | 0.37% | 0.00% | +9.9% | Q1 2021 |
| SPY | $936K | 0.36% | Not reported | Not reported | Q1 2021 |
 TSLA | $931K | 0.36% | 0.00% | -0.7% | Q1 2021 |
 DAL | $894K | 0.35% | 0.00% | -7.3% | Q1 2021 |
 INTC | $862K | 0.34% | 0.00% | -8.0% | Q1 2021 |
 GIS | $826K | 0.32% | 0.00% | +10.5% | Q1 2021 |
 BMY | $713K | 0.28% | 0.00% | -13.3% | Q1 2021 |
 PH | $655K | 0.26% | 0.00% | -4.6% | Q1 2021 |
 DOW | $648K | 0.25% | 0.00% | -3.6% | Q3 2025 |
 META | $632K | 0.25% | Not reported | +30.2% | Q1 2024 |
 AMD | $625K | 0.24% | 0.00% | New | Q2 2026 |
 MU | $620K | 0.24% | 0.00% | New | Q2 2026 |
 IBM | $570K | 0.22% | 0.00% | -1.2% | Q1 2021 |
 LNG | $561K | 0.22% | 0.00% | Not reported | Q1 2021 |
 XOM | $557K | 0.22% | 0.00% | +0.1% | Q1 2021 |
 KHC | $543K | 0.21% | 0.00% | +49.3% | Q1 2021 |
 COF | $511K | 0.20% | 0.00% | Not reported | Q2 2023 |
 NFLX | $503K | 0.20% | 0.00% | -3.4% | Q1 2021 |
 DE | $497K | 0.19% | 0.00% | -20.2% | Q1 2021 |
 NKE | $491K | 0.19% | 0.00% | +17.5% | Q1 2021 |
 ITW | $484K | 0.19% | 0.00% | Not reported | Q1 2021 |
 AXP | $484K | 0.19% | 0.00% | +0.1% | Q1 2021 |
 SW | $446K | 0.17% | 0.00% | -11.3% | Q3 2024 |
 VZ | $441K | 0.17% | 0.00% | 0.0% | Q1 2021 |
| Q1 2026 | |||||
| SYK | $24.4M | 10.87% | 0.02% | +0.1% | Q1 2021 |
| AAPL | $12.7M | 5.67% | 0.00% | -1.4% | Q1 2021 |
| MSFT | $7.47M | 3.33% | 0.00% | -0.1% | Q1 2021 |
| AMZN | $7.32M | 3.26% | 0.00% | -3.9% | Q1 2021 |
| GOOGL | $6.77M | 3.02% | 0.00% | -12.6% | Q1 2021 |
| NVDA | $6.28M | 2.80% | 0.00% | +2.6% | Q1 2021 |
| DFAX | $5.08M | 2.26% | Not reported | New | Q1 2026 |
| GOOG | $4.1M | 1.83% | Not reported | -1.9% | Q1 2021 |
| JPM | $2.42M | 1.08% | 0.00% | -11.9% | Q1 2021 |
| QCOM | $1.88M | 0.84% | 0.00% | -3.6% | Q1 2021 |
| LLY | $1.84M | 0.82% | 0.00% | -3.4% | Q1 2021 |
| PULS | $1.76M | 0.78% | 0.20% | -6.7% | Q1 2023 |
| WMT | $1.58M | 0.70% | 0.00% | -2.3% | Q1 2021 |
| AFL | $1.47M | 0.66% | 0.00% | -7.8% | Q1 2021 |
| GLD | $1.44M | 0.64% | 0.00% | -4.3% | Q1 2021 |
| JNJ | $1.29M | 0.57% | 0.00% | -8.2% | Q1 2021 |
| CAT | $1.28M | 0.57% | 0.00% | -10.3% | Q1 2021 |
| CVX | $1.24M | 0.55% | 0.00% | +2.6% | Q1 2021 |
| BRK.B | $1.17M | 0.52% | Not reported | +5.2% | Q1 2021 |
| PG | $1.16M | 0.52% | 0.00% | -2.3% | Q1 2021 |
| UPS | $1.11M | 0.50% | 0.00% | +11.1% | Q4 2022 |
| EMR | $1.1M | 0.49% | 0.00% | -3.7% | Q1 2021 |
| UBER | $1.07M | 0.48% | 0.00% | -0.1% | Q1 2021 |
| DOW | $1.02M | 0.46% | 0.00% | +20.5% | Q3 2025 |
| PFE | $1.02M | 0.45% | 0.00% | -14.8% | Q1 2021 |
| ABBV | $1.02M | 0.45% | 0.00% | Not reported | Q1 2021 |
| BMY | $865K | 0.39% | 0.00% | +44.5% | Q1 2021 |
| C | $837K | 0.37% | 0.00% | -1.5% | Q1 2021 |
| TSLA | $829K | 0.37% | 0.00% | -1.0% | Q1 2021 |
| SPY | $815K | 0.36% | Not reported | -24.2% | Q1 2021 |
| GIS | $799K | 0.36% | 0.00% | +15.7% | Q1 2021 |
| NFLX | $701K | 0.31% | 0.00% | -47.7% | Q1 2021 |
| CRWD | $699K | 0.31% | 0.00% | -2.2% | Q1 2023 |
| XOM | $691K | 0.31% | 0.00% | +0.1% | Q1 2021 |
| DAL | $685K | 0.31% | 0.00% | -3.8% | Q1 2021 |
| LNG | $667K | 0.30% | 0.00% | -17.6% | Q1 2021 |
| PH | $628K | 0.28% | 0.00% | Not reported | Q1 2021 |
| DE | $553K | 0.25% | 0.00% | Not reported | Q1 2021 |
| NKE | $537K | 0.24% | 0.00% | +11.0% | Q1 2021 |
| VZ | $522K | 0.23% | 0.00% | +4.0% | Q1 2021 |
| IBM | $498K | 0.22% | 0.00% | Not reported | Q1 2021 |
| META | $493K | 0.22% | Not reported | +10.7% | Q1 2024 |
 GGG | $489K | 0.22% | 0.00% | Not reported | Q1 2021 |
 COST | $472K | 0.21% | 0.00% | +26.7% | Q1 2021 |
| ITW | $466K | 0.21% | 0.00% | Not reported | Q1 2021 |
| COF | $464K | 0.21% | 0.00% | Not reported | Q2 2023 |
 T | $444K | 0.20% | 0.00% | -7.7% | Q1 2021 |
| AXP | $433K | 0.19% | 0.00% | Not reported | Q1 2021 |
| SW | $433K | 0.19% | 0.00% | -19.9% | Q3 2024 |
 CRM | $405K | 0.18% | 0.00% | -55.5% | Q4 2022 |
| Q4 2025 | |||||
| SYK | $26M | 11.20% | 0.02% | -3.8% | Q1 2021 |
| AAPL | $13.8M | 5.95% | 0.00% | -1.8% | Q1 2021 |
| MSFT | $9.77M | 4.20% | 0.00% | -1.7% | Q1 2021 |
| AMZN | $8.45M | 3.63% | 0.00% | -0.8% | Q1 2021 |
| GOOGL | $8.42M | 3.62% | 0.00% | -1.8% | Q1 2021 |
| NVDA | $6.55M | 2.82% | 0.00% | -1.2% | Q1 2021 |
| GOOG | $4.57M | 1.97% | Not reported | -0.9% | Q1 2021 |
| JPM | $3M | 1.29% | 0.00% | -12.2% | Q1 2021 |
| QCOM | $2.58M | 1.11% | 0.00% | -0.9% | Q1 2021 |
| LLY | $2.22M | 0.96% | 0.00% | -8.8% | Q1 2021 |
| PULS | $1.89M | 0.81% | 0.22% | -0.6% | Q1 2023 |
| AFL | $1.61M | 0.69% | 0.00% | Not reported | Q1 2021 |
| WMT | $1.45M | 0.62% | 0.00% | -1.1% | Q1 2021 |
| GLD | $1.39M | 0.60% | 0.00% | -10.5% | Q1 2021 |
| NFLX | $1.31M | 0.56% | 0.00% | Not reported | Q1 2021 |
| CRM | $1.29M | 0.56% | 0.00% | -7.6% | Q4 2022 |
| UBER | $1.22M | 0.53% | 0.00% | -4.6% | Q1 2021 |
| JNJ | $1.19M | 0.51% | 0.00% | -4.5% | Q1 2021 |
| PG | $1.18M | 0.51% | 0.00% | -6.6% | Q1 2021 |
| BRK.B | $1.17M | 0.50% | Not reported | -1.2% | Q1 2021 |
| CAT | $1.15M | 0.50% | 0.00% | -0.5% | Q1 2021 |
| EMR | $1.15M | 0.50% | 0.00% | -2.8% | Q1 2021 |
| SPY | $1.13M | 0.48% | Not reported | +0.1% | Q1 2021 |
| ABBV | $1.07M | 0.46% | 0.00% | Not reported | Q1 2021 |
| PFE | $1.06M | 0.46% | 0.00% | -7.0% | Q1 2021 |
| TSLA | $1.01M | 0.44% | 0.00% | -5.1% | Q1 2021 |
| UPS | $1.01M | 0.43% | 0.00% | +143.9% | Q4 2022 |
| CVX | $894K | 0.38% | 0.00% | +0.2% | Q1 2021 |
| C | $874K | 0.38% | 0.00% | -13.2% | Q1 2021 |
| GIS | $863K | 0.37% | 0.00% | +25.6% | Q1 2021 |
| CRWD | $859K | 0.37% | 0.00% | -5.8% | Q1 2023 |
| DAL | $743K | 0.32% | 0.00% | -4.6% | Q1 2021 |
| COF | $617K | 0.27% | 0.00% | Not reported | Q2 2023 |
| PH | $617K | 0.27% | 0.00% | Not reported | Q1 2021 |
| IBM | $608K | 0.26% | 0.00% | Not reported | Q1 2021 |
| NKE | $584K | 0.25% | 0.00% | +43.6% | Q1 2021 |
 PM | $556K | 0.24% | 0.00% | Not reported | Q1 2021 |
| LNG | $554K | 0.24% | 0.00% | Not reported | Q1 2021 |
| BMY | $532K | 0.23% | 0.00% | -2.1% | Q1 2021 |
| AXP | $529K | 0.23% | 0.00% | +0.1% | Q1 2021 |
| SW | $524K | 0.23% | 0.00% | -11.7% | Q3 2024 |
| META | $514K | 0.22% | Not reported | -1.8% | Q1 2024 |
 ORCL | $499K | 0.21% | 0.00% | Not reported | Q1 2021 |
| XOM | $489K | 0.21% | 0.00% | +3.5% | Q1 2021 |
| DOW | $477K | 0.21% | 0.00% | +94.7% | Q3 2025 |
| GGG | $474K | 0.20% | 0.00% | Not reported | Q1 2021 |
| DE | $457K | 0.20% | 0.00% | Not reported | Q1 2021 |
| ITW | $441K | 0.19% | 0.00% | Not reported | Q1 2021 |
| KHC | $419K | 0.18% | 0.00% | +6.3% | Q1 2021 |
| T | $412K | 0.18% | 0.00% | -31.9% | Q1 2021 |
| Q3 2025 | |||||
| SYK | $28.5M | 12.49% | 0.02% | -3.9% | Q1 2021 |
| AAPL | $13.2M | 5.79% | 0.00% | -1.1% | Q1 2021 |
| MSFT | $10.6M | 4.67% | 0.00% | +0.1% | Q1 2021 |
| AMZN | $8.09M | 3.55% | 0.00% | -0.1% | Q1 2021 |
| GOOGL | $6.66M | 2.92% | 0.00% | -0.5% | Q1 2021 |
| NVDA | $6.63M | 2.91% | 0.00% | 0.0% | Q1 2021 |
| GOOG | $3.58M | 1.57% | Not reported | +2.1% | Q1 2021 |
| JPM | $3.35M | 1.47% | 0.00% | -1.2% | Q1 2021 |
| QCOM | $2.54M | 1.11% | 0.00% | -0.4% | Q1 2021 |
| PULS | $1.91M | 0.84% | 0.22% | +15.1% | Q1 2023 |
| LLY | $1.73M | 0.76% | 0.00% | -1.0% | Q1 2021 |
| NFLX | $1.67M | 0.73% | 0.00% | -1.8% | Q1 2021 |
| AFL | $1.63M | 0.71% | 0.00% | -0.9% | Q1 2021 |
| UBER | $1.53M | 0.67% | 0.00% | -1.2% | Q1 2021 |
| GLD | $1.39M | 0.61% | 0.00% | -0.1% | Q1 2021 |
| PG | $1.35M | 0.59% | 0.00% | -1.2% | Q1 2021 |
| WMT | $1.35M | 0.59% | 0.00% | +0.1% | Q1 2021 |
| CRM | $1.25M | 0.55% | 0.00% | -2.6% | Q4 2022 |
| BRK.B | $1.18M | 0.52% | Not reported | +0.9% | Q1 2021 |
| EMR | $1.17M | 0.51% | 0.00% | -0.6% | Q1 2021 |
| PFE | $1.17M | 0.51% | 0.00% | -2.3% | Q1 2021 |
| JNJ | $1.11M | 0.49% | 0.00% | -0.5% | Q1 2021 |
| SPY | $1.1M | 0.48% | Not reported | Not reported | Q1 2021 |
| ABBV | $1.08M | 0.47% | 0.00% | +0.2% | Q1 2021 |
| TSLA | $1.06M | 0.46% | 0.00% | -15.2% | Q1 2021 |
| CAT | $966K | 0.42% | 0.00% | -0.4% | Q1 2021 |
| CRWD | $953K | 0.42% | 0.00% | -6.5% | Q1 2023 |
| CVX | $909K | 0.40% | 0.00% | +0.2% | Q1 2021 |
| C | $876K | 0.38% | 0.00% | +0.1% | Q1 2021 |
| GIS | $745K | 0.33% | 0.00% | +0.8% | Q1 2021 |
| ORCL | $720K | 0.32% | 0.00% | -0.6% | Q1 2021 |
| T | $688K | 0.30% | 0.00% | -21.1% | Q1 2021 |
| LNG | $669K | 0.29% | 0.00% | Not reported | Q1 2021 |
| SW | $653K | 0.29% | 0.00% | -2.7% | Q3 2024 |
| DAL | $637K | 0.28% | 0.00% | +0.1% | Q1 2021 |
| META | $582K | 0.26% | Not reported | +4.2% | Q1 2024 |
| IBM | $579K | 0.25% | 0.00% | -0.2% | Q1 2021 |
| PM | $562K | 0.25% | 0.00% | +0.2% | Q1 2021 |
| COF | $541K | 0.24% | 0.00% | Not reported | Q2 2023 |
| PH | $532K | 0.23% | 0.00% | Not reported | Q1 2021 |
| GGG | $491K | 0.22% | 0.00% | Not reported | Q1 2021 |
| INTC | $488K | 0.21% | 0.00% | -11.1% | Q1 2021 |
 GLW | $485K | 0.21% | 0.00% | -8.8% | Q1 2021 |
| AXP | $475K | 0.21% | 0.00% | -5.6% | Q1 2021 |
| ITW | $467K | 0.20% | 0.00% | Not reported | Q1 2021 |
| BMY | $455K | 0.20% | 0.00% | +0.1% | Q1 2021 |
| DE | $449K | 0.20% | 0.00% | Not reported | Q1 2021 |
| NKE | $445K | 0.20% | 0.00% | +36.8% | Q1 2021 |
| XOM | $443K | 0.19% | 0.00% | +0.6% | Q1 2021 |
 MO | $436K | 0.19% | 0.00% | +0.2% | Q1 2021 |