Tempo Wealth, LLC

13F filer · CIK 0002112005

Reported Jul 27, 2026

Net buyer this quarter

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

Positions13415 new · 2 closed

Net flow last quarter+$5.65MBuys minus sells

Top 10 positions weight37.9%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 27, 2026134 positions
PHParker-Hannifin Corp	$71.8M	10.63%	0.06%	-20.3%	Q4 2025
PGRProgressive Corp	$39.2M	5.81%	0.03%	+13.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$23.3M	3.45%	Not reported	-0.2%	Q4 2025
GOOGLAlphabet Inc.	$20.1M	2.98%	0.00%	+3.6%	Q4 2025
AAPLApple Inc.	$19.2M	2.85%	0.00%	+1.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$19.1M	2.83%	Not reported	+0.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$19M	2.81%	0.00%	-0.7%	Q4 2025
NVDANvidia Corp	$18.7M	2.76%	0.00%	+6.6%	Q4 2025
AMZNAmazon Com Inc	$13.4M	1.98%	0.00%	+3.3%	Q4 2025
AVGOBroadcom Inc.	$12.2M	1.81%	0.00%	+2.0%	Q4 2025
MSFTMicrosoft Corp	$10.9M	1.61%	0.00%	+11.2%	Q4 2025
MUMicron Technology Inc	$10.3M	1.53%	0.00%	-0.4%	Q4 2025
MAMastercard Inc	$6.02M	0.89%	0.00%	+4.1%	Q4 2025
METAMeta Platforms, Inc.	$5.43M	0.80%	Not reported	+10.5%	Q4 2025
GOOGAlphabet Inc.	$5.04M	0.75%	Not reported	+2.4%	Q4 2025
JPMJPMorgan Chase & Co	$4.87M	0.72%	0.00%	+10.4%	Q4 2025
TSLATesla, Inc.	$4.69M	0.69%	0.00%	+0.6%	Q4 2025
COSTCostco Wholesale Corp	$4.6M	0.68%	0.00%	+1.9%	Q4 2025
JNJJohnson & Johnson	$4.56M	0.68%	0.00%	+4.7%	Q4 2025
BRK.BBerkshire Hathaway Inc	$4.21M	0.62%	Not reported	+3.5%	Q4 2025
GSGoldman Sachs Group Inc	$4.02M	0.60%	0.00%	+10.4%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.43M	0.51%	0.00%	+0.3%	Q4 2025
RKLBRocket Lab Corp	$3.22M	0.48%	0.01%	+16.2%	Q4 2025
LOWLowes Companies Inc	$3.1M	0.46%	0.00%	+8.3%	Q4 2025
PLTRPalantir Technologies Inc.	$3.04M	0.45%	0.00%	+18.9%	Q4 2025
VVisa Inc.	$2.88M	0.43%	0.00%	+5.4%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$2.81M	0.42%	0.00%	+51.8%	Q4 2025
ORLYO Reilly Automotive Inc	$2.59M	0.38%	0.00%	-2.2%	Q4 2025
SOSouthern Co	$2.21M	0.33%	0.00%	+14.0%	Q4 2025
VRTVertiv Holdings Co	$2.21M	0.33%	0.00%	+13.8%	Q4 2025
GEVGE Vernova Inc.	$2.08M	0.31%	0.00%	+29.8%	Q4 2025
BLKBlackRock, Inc.	$2.08M	0.31%	0.00%	+21.4%	Q4 2025
WMTWalmart Inc.	$2.04M	0.30%	0.00%	+10.6%	Q4 2025
MRVLMarvell Technology, Inc.	$1.98M	0.29%	0.00%	+0.1%	Q4 2025
CATCaterpillar Inc	$1.86M	0.28%	0.00%	+22.7%	Q4 2025
HDHome Depot, Inc.	$1.74M	0.26%	0.00%	+14.1%	Q4 2025
SHWSherwin Williams Co	$1.71M	0.25%	0.00%	+9.3%	Q4 2025
INTCIntel Corp	$1.67M	0.25%	0.00%	+0.2%	Q4 2025
LLYELI LILLY & Co	$1.59M	0.24%	0.00%	+42.2%	Q4 2025
PGPROCTER & GAMBLE Co	$1.57M	0.23%	0.00%	+11.2%	Q4 2025
CEGConstellation Energy Corp	$1.48M	0.22%	0.00%	+15.1%	Q4 2025
ORCLOracle Corp	$1.46M	0.22%	0.00%	+18.1%	Q4 2025
AMATApplied Materials Inc	$1.36M	0.20%	0.00%	+37.7%	Q4 2025
LHXL3harris Technologies, Inc.	$1.34M	0.20%	0.00%	+5.7%	Q4 2025
XOMExxonMobil Holdings Corp	$1.28M	0.19%	0.00%	+13.8%	Q4 2025
FTNTFortinet, Inc.	$1.27M	0.19%	0.00%	-3.7%	Q4 2025
AXPAmerican Express Co	$1.23M	0.18%	0.00%	+97.8%	Q4 2025
IBMInternational Business Machines Corp	$1.2M	0.18%	0.00%	+4.1%	Q4 2025
ETNEaton Corp plc	$1.15M	0.17%	0.00%	-4.1%	Q4 2025
ANETArista Networks, Inc.	$1.13M	0.17%	0.00%	+46.0%	Q4 2025

Q1 2026Reported May 14, 2026121 positions
PHParker-Hannifin Corp	$82.5M	14.38%	0.07%	+2.6%	Q4 2025
PGRProgressive Corp	$31.4M	5.47%	0.03%	+7.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$20.3M	3.54%	Not reported	+10.1%	Q4 2025
AAPLApple Inc.	$16.6M	2.89%	0.00%	+2.5%	Q4 2025
GOOGLAlphabet Inc.	$15.6M	2.73%	0.00%	+5.0%	Q4 2025
NVDANvidia Corp	$15.3M	2.66%	0.00%	+1.8%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$14.9M	2.60%	Not reported	+10.2%	Q4 2025
AMZNAmazon Com Inc	$11.3M	1.98%	0.00%	+6.3%	Q4 2025
AVGOBroadcom Inc.	$9.82M	1.71%	0.00%	-0.3%	Q4 2025
MSFTMicrosoft Corp	$9.69M	1.69%	0.00%	+11.2%	Q4 2025
AMDAdvanced Micro Devices Inc	$6.69M	1.17%	0.00%	-0.8%	Q4 2025
MAMastercard Inc	$5.62M	0.98%	0.00%	+5.1%	Q4 2025
METAMeta Platforms, Inc.	$4.99M	0.87%	Not reported	+14.8%	Q4 2025
COSTCostco Wholesale Corp	$4.81M	0.84%	0.00%	+5.3%	Q4 2025
JNJJohnson & Johnson	$4.19M	0.73%	0.00%	+1.0%	Q4 2025
TSLATesla, Inc.	$4.12M	0.72%	0.00%	+2.3%	Q4 2025
GOOGAlphabet Inc.	$4M	0.70%	Not reported	+0.1%	Q4 2025
JPMJPMorgan Chase & Co	$3.97M	0.69%	0.00%	+19.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.9M	0.68%	Not reported	+3.5%	Q4 2025
PLTRPalantir Technologies Inc.	$3.21M	0.56%	0.00%	+15.4%	Q4 2025
LOWLowes Companies Inc	$3.07M	0.54%	0.00%	+8.7%	Q4 2025
GSGoldman Sachs Group Inc	$3.05M	0.53%	0.00%	+10.9%	Q4 2025
MUMicron Technology Inc	$3.03M	0.53%	0.00%	-6.6%	Q4 2025
ORLYO Reilly Automotive Inc	$2.65M	0.46%	0.00%	-0.8%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.42M	0.42%	0.00%	+0.2%	Q4 2025
VVisa Inc.	$2.41M	0.42%	0.00%	+1.7%	Q4 2025
WMTWalmart Inc.	$2.03M	0.35%	0.00%	+21.1%	Q4 2025
SOSouthern Co	$1.96M	0.34%	0.00%	+19.7%	Q4 2025
RKLBRocket Lab Corp	$1.75M	0.31%	0.00%	+3.1%	Q4 2025
BLKBlackRock, Inc.	$1.71M	0.30%	0.00%	+16.2%	Q4 2025
LHXL3harris Technologies, Inc.	$1.5M	0.26%	0.00%	+20.4%	Q4 2025
SHWSherwin Williams Co	$1.45M	0.25%	0.00%	0.0%	Q4 2025
VRTVertiv Holdings Co	$1.45M	0.25%	0.00%	+9.3%	Q4 2025
CEGConstellation Energy Corp	$1.45M	0.25%	0.00%	+12.2%	Q4 2025
HDHome Depot, Inc.	$1.42M	0.25%	0.00%	-0.7%	Q4 2025
XOMExxonMobil Holdings Corp	$1.4M	0.24%	0.00%	+21.0%	Q4 2025
PGPROCTER & GAMBLE Co	$1.39M	0.24%	0.00%	+9.9%	Q4 2025
ORCLOracle Corp	$1.24M	0.22%	0.00%	-0.5%	Q4 2025
GEVGE Vernova Inc.	$1.19M	0.21%	0.00%	+37.7%	Q4 2025
SHOPShopify Inc.	$1.06M	0.18%	0.00%	+14.1%	Q4 2025
OUSABrendan Technologies Inc	$1.06M	0.18%	Not reported	-3.0%	Q4 2025
LECOLincoln Electric Holdings Inc	$1.02M	0.18%	0.01%	-0.5%	Q4 2025
CATCaterpillar Inc	$1.01M	0.18%	0.00%	+10.2%	Q4 2025
ETNEaton Corp plc	$1M	0.17%	0.00%	+1.0%	Q4 2025
NOCNorthrop Grumman Corp	$996K	0.17%	0.00%	+16.5%	Q4 2025
IBMInternational Business Machines Corp	$991K	0.17%	0.00%	+29.6%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$949K	0.17%	0.00%	+61.5%	Q4 2025
WTWWillis Towers Watson PLC	$924K	0.16%	0.00%	Not reported	Q4 2025
BXBlackstone Inc.	$899K	0.16%	0.00%	+12.2%	Q4 2025
LLYELI LILLY & Co	$857K	0.15%	0.00%	+6.0%	Q4 2025

Q4 2025Reported Feb 25, 2026124 positions
PHParker-Hannifin Corp	$79M	14.07%	0.07%	New	Q4 2025
PGRProgressive Corp	$33.6M	5.99%	0.03%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$19.3M	3.44%	Not reported	New	Q4 2025
AAPLApple Inc.	$17.3M	3.08%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$16.2M	2.89%	0.00%	New	Q4 2025
NVDANvidia Corp	$16M	2.86%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$14.4M	2.56%	Not reported	New	Q4 2025
AMZNAmazon Com Inc	$11.8M	2.10%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$11.4M	2.03%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$11M	1.96%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$7.1M	1.27%	0.00%	New	Q4 2025
MAMastercard Inc	$6.12M	1.09%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$5.02M	0.89%	Not reported	New	Q4 2025
TSLATesla, Inc.	$4.88M	0.87%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$4.37M	0.78%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.95M	0.70%	Not reported	New	Q4 2025
COSTCostco Wholesale Corp	$3.95M	0.70%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$3.64M	0.65%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$3.51M	0.63%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$3.38M	0.60%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$2.88M	0.51%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$2.85M	0.51%	0.00%	New	Q4 2025
VVisa Inc.	$2.74M	0.49%	0.00%	New	Q4 2025
MUMicron Technology Inc	$2.74M	0.49%	0.00%	New	Q4 2025
ORLYO Reilly Automotive Inc	$2.64M	0.47%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.18M	0.39%	0.00%	New	Q4 2025
RKLBRocket Lab Corp	$1.85M	0.33%	0.00%	New	Q4 2025
ORCLOracle Corp	$1.65M	0.29%	0.00%	New	Q4 2025
BLKBlackRock, Inc.	$1.64M	0.29%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$1.63M	0.29%	0.00%	New	Q4 2025
WMTWalmart Inc.	$1.5M	0.27%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$1.5M	0.27%	0.00%	New	Q4 2025
SOSouthern Co	$1.48M	0.26%	0.00%	New	Q4 2025
SHWSherwin Williams Co	$1.47M	0.26%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.26M	0.22%	0.00%	New	Q4 2025
SHOPShopify Inc.	$1.26M	0.22%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$1.13M	0.20%	0.00%	New	Q4 2025
OUSABrendan Technologies Inc	$1.13M	0.20%	Not reported	New	Q4 2025
BXBlackstone Inc.	$1.07M	0.19%	0.00%	New	Q4 2025
LHXL3harris Technologies, Inc.	$1.06M	0.19%	0.00%	New	Q4 2025
WTWWillis Towers Watson PLC	$1.04M	0.19%	0.00%	New	Q4 2025
LECOLincoln Electric Holdings Inc	$988K	0.18%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$945K	0.17%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$935K	0.17%	0.00%	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$927K	0.17%	Not reported	New	Q4 2025
UNHUnitedhealth Group Inc	$907K	0.16%	0.00%	New	Q4 2025
ETNEaton Corp plc	$885K	0.16%	0.00%	New	Q4 2025
VRTVertiv Holdings Co	$858K	0.15%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$820K	0.15%	0.00%	New	Q4 2025
LTBRLIGHTBRIDGE Corp	$800K	0.14%	0.19%	New	Q4 2025

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