Markowski Investments

13F filer · CIK 0002149795

Reported Aug 13, 2026

13F portfolio value$454MU.S. long equity reported on 13F

Positions454Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight22.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026454 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$22.8M	5.03%	Not reported	New	Q2 2026
AAPLApple Inc.	$19.5M	4.29%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$11.9M	2.62%	0.00%	New	Q2 2026
NVDANvidia Corp	$10.6M	2.33%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$8.31M	1.83%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$7.92M	1.74%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$7.37M	1.62%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$4.85M	1.07%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$4.69M	1.03%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$4.68M	1.03%	Not reported	New	Q2 2026
WFCWells Fargo & Company	$3.65M	0.80%	0.00%	New	Q2 2026
DUKDuke Energy CORP	$3.4M	0.75%	0.00%	New	Q2 2026
CVXChevron Corp	$3.2M	0.70%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$2.9M	0.64%	Not reported	New	Q2 2026
CATCaterpillar Inc	$2.9M	0.64%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$2.68M	0.59%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$2.59M	0.57%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$2.3M	0.51%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$2.18M	0.48%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$2.12M	0.47%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$2.12M	0.47%	0.00%	New	Q2 2026
VVisa Inc.	$1.93M	0.42%	0.00%	New	Q2 2026
ENBEnbridge Inc	$1.62M	0.36%	0.00%	New	Q2 2026
KOCoca Cola Co	$1.48M	0.32%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$1.39M	0.31%	Not reported	New	Q2 2026
LMTLockheed Martin Corp	$1.36M	0.30%	0.00%	New	Q2 2026
UBERUber Technologies, Inc	$1.33M	0.29%	0.00%	New	Q2 2026
WELLWelltower Inc.	$1.3M	0.29%	0.00%	New	Q2 2026
SOSouthern Co	$1.23M	0.27%	0.00%	New	Q2 2026
TSLATesla, Inc.	$1.17M	0.26%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$1.15M	0.25%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$1.13M	0.25%	0.00%	New	Q2 2026
MUMicron Technology Inc	$815K	0.18%	0.00%	New	Q2 2026
MSMorgan Stanley	$813K	0.18%	0.00%	New	Q2 2026
WMTWalmart Inc.	$747K	0.16%	0.00%	New	Q2 2026
MDYSPDR S&P Midcap 400 ETF Trust	$668K	0.15%	Not reported	New	Q2 2026
SMHMarket Vectors ETF Trust	$656K	0.14%	Not reported	New	Q2 2026
IBMInternational Business Machines Corp	$634K	0.14%	0.00%	New	Q2 2026
VICIVici Properties Inc.	$634K	0.14%	0.00%	New	Q2 2026
GLDSPDR Gold Trust	$634K	0.14%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$620K	0.14%	0.00%	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$572K	0.13%	Not reported	New	Q2 2026
AMGNAmgen Inc	$533K	0.12%	0.00%	New	Q2 2026
LUVSouthwest Airlines Co	$469K	0.10%	0.00%	New	Q2 2026
DVNDevon Energy Corp	$450K	0.10%	0.00%	New	Q2 2026
PMPhilip Morris International Inc.	$416K	0.09%	0.00%	New	Q2 2026
VZVerizon Communications Inc	$383K	0.08%	0.00%	New	Q2 2026
PNCPNC Financial Services Group, Inc.	$369K	0.08%	0.00%	New	Q2 2026
CMICummins Inc	$356K	0.08%	0.00%	New	Q2 2026
PHParker-Hannifin Corp	$348K	0.08%	0.00%	New	Q2 2026

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