Dougherty & Associates, LLC
Dougherty & Associates, LLC reported 52 positions worth $125.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: NVDA (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $13.8M | 11.04% | 68,937 | — | — | |
| ▸ 2 | RCL | SH | $11.7M | 9.40% | 36,985 | — | — | |
| ▸ 3 | VGT | SH | $10.0M | 8.01% | 83,721 | — | — | |
| ▸ 4 | PFXF | SH | $9.1M | 7.27% | 509,426 | — | — | |
| ▸ 5 | GOOGL | SH | $7.8M | 6.25% | 21,852 | — | — | |
| ▸ 6 | VOO | SH | $7.7M | 6.18% | 11,246 | — | — | |
| ▸ 7 | PANW | SH | $4.9M | 3.89% | 14,255 | — | — | |
| ▸ 8 | AAPL | SH | $4.5M | 3.63% | 15,666 | — | — | |
| ▸ 9 | AMZN | SH | $4.0M | 3.21% | 16,815 | — | — | |
| ▸ 10 | MSFT | SH | $3.1M | 2.50% | 8,365 | — | — |
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Frequently Asked Questions
What stocks does Dougherty & Associates, LLC hold as of Q2 2026?
Dougherty & Associates, LLC reported 52 positions worth $125.0M in its Q2 2026 13F filing. Largest positions: NVDA (11.0%), RCL (9.4%), VGT (8.0%), PFXF (7.3%) and GOOGL (6.2%).
What did Dougherty & Associates, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dougherty & Associates, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.