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AI & tech investing

Fischer Financial Services, Inc.

CIK 2064001

13F filing for Q2 2026・No. 4,500

Holdings
US$398.05M
Quarter change
+US$100.73M
Entries
65
Net bought (estimate)
+US$72.17M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 9
  • Sold out 0
  • Cut 20
  • Added 34
  • Corporate actions 0
  • Unchanged 2

Largest holdings

65 stocks worth US$398.05M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$33.82M8.50%
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BDAddedUS$33.71M8.47%
FIDELITY COVINGTON TRUSTMSCI INFO TECH IAddedUS$25.25M6.34%
ISHARES TRRUS TP200 GR ETFAddedUS$24.93M6.26%
QQQInvesco QQQUNIT SER 1AddedUS$23.06M5.79%
NVDANvidiaCOMAddedUS$21.93M5.51%
GOOGLAlphabetCAP STK CL ACutUS$17.51M4.40%
FIDELITY COVINGTON TRUSTMSCI CONSM DISAddedUS$14.85M3.73%
MSFTMicrosoftCOMAddedUS$14.48M3.64%
FIDELITY COVINGTON TRUSTMSCI HLTH CARE IAddedUS$13.46M3.38%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.