Maloon Powers Pitre Higgins & Dennehy, LLC

CIK 0002149656 · SAN RAMON, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Maloon Powers Pitre Higgins & Dennehy, LLC reported 147 positions worth $291.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (12.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$291.0M
2026 Q2
Positions
147
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.2%
Est. Net Flow (Q)
2026 Q2
10 / 147 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$36.8M12.66%127,329
2XLKSELECT SECTOR SPDR TRSH$19.5M6.69%102,121
3VIGVANGUARD SPECIALIZED FUNDSSH$18.3M6.30%77,453
4VBILVANGUARD INSTL INDEX FDSH$14.3M4.92%189,195
5IWFISHARES TRSH$10.7M3.69%86,473
6XARSPDR SERIES TRUSTSH$10.1M3.47%35,536
7VYMVANGUARD WHITEHALL FDSSH$8.2M2.82%51,857
8ORCLORACLE CORPSH$7.8M2.69%53,390
9IWDISHARES TRSH$7.7M2.64%31,668
10SPYSTATE STR SPDR S&P 500 ETF TSH$6.7M2.32%9,032

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Maloon Powers Pitre Higgins & Dennehy, LLC hold as of Q2 2026?

Maloon Powers Pitre Higgins & Dennehy, LLC reported 147 positions worth $291.0M in its Q2 2026 13F filing. Largest positions: AAPL (12.7%), XLK (6.7%), VIG (6.3%), VBIL (4.9%) and IWF (3.7%).

What did Maloon Powers Pitre Higgins & Dennehy, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Maloon Powers Pitre Higgins & Dennehy, 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.