Sponsored

The Analysis of Vann Equity Management LLC's Holdings & P&L

Currently, Vann Equity Management LLC holds 158 types of securities in its portfolio with a total value $140.4M. In the most recent quarter, they have increased their positions in NVDA (+63.2K shares, valued at $11.0M), AAPL (+26.7K shares, valued at $6.8M), MSFT (+17.9K shares, valued at $6.6M); initiated new positions in NVDA (+63.2K shares, valued at $11.0M), AAPL (+26.7K shares, valued at $6.8M), MSFT (+17.9K shares, valued at $6.6M).

1M P&L

-965.1K-0.70%

3M P&L

+7.2M+5.56%

HY P&L

+5.7M+4.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A16.6M

13.8%

2Semiconductors13.8M

11.4%

3Software - Infrastructure10.9M

9.1%

Top Industries by Stock Count

1N/A26 stocks

18.6%

2Gold7 stocks

5.0%

3Software - Infrastructure6 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION63.2K sharesnew addition2026-03-312026-05-08

AAPL APPLE INC26.7K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP17.9K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC22.4K sharesnew addition2026-03-312026-05-08

AMZN AMAZON COM INC24.2K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC14.8K sharesnew addition2026-03-312026-05-08

META META PLATFORMS INC6.6K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP13.1K sharesnew addition2026-03-312026-05-08

Sponsored

IAG IAMGOLD CORP108.2K sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.9K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K sharesnew addition2026-03-312026-05-08

GEV GE VERNOVA INC2.2K sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO2.0K sharesnew addition2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE6.4K sharesnew addition2026-03-312026-05-08

MS MORGAN STANLEY10.5K sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC4.8K sharesnew addition2026-03-312026-05-08

Sponsored

PANW PALO ALTO NETWORKS INC10.0K sharesnew addition2026-03-312026-05-08

TSLA TESLA INC4.0K sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO5.0K sharesnew addition2026-03-312026-05-08

IEMG ISHARES INC20.9K sharesnew addition2026-03-312026-05-08

ACWI ISHARES TR10.5K sharesnew addition2026-03-312026-05-08

WMT WALMART INC11.4K sharesnew addition2026-03-312026-05-08

ACWX ISHARES TR20.2K sharesnew addition2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS21.2K sharesnew addition2026-03-312026-05-08

Sponsored

RTX RTX CORPORATION6.6K sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC8.7K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.12.6K sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS9.1K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC5.5K sharesnew addition2026-03-312026-05-08

V VISA INC3.8K sharesnew addition2026-03-312026-05-08

SPYI NEOS ETF TRUST22.6K sharesnew addition2026-03-312026-05-08

IWD ISHARES TR5.2K sharesnew addition2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED2.2K sharesnew addition2026-03-312026-05-08

QQQI NEOS ETF TRUST22.0K sharesnew addition2026-03-312026-05-08

MET METLIFE INC14.9K sharesnew addition2026-03-312026-05-08

CAT CATERPILLAR INC1.4K sharesnew addition2026-03-312026-05-08

IEFA ISHARES TR11.3K sharesnew addition2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC2.2K sharesnew addition2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD4.6K sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC2.3K sharesnew addition2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW5.4K sharesnew addition2026-03-312026-05-08

MU MICRON TECHNOLOGY INC2.5K sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORPORATION4.1K sharesnew addition2026-03-312026-05-08

GWW WW GRAINGER INC746 sharesnew addition2026-03-312026-05-08

CB CHUBB LTD SWITZ2.5K sharesnew addition2026-03-312026-05-08

LH LABCORP HOLDINGS INC3.0K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.8K sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO8.2K sharesnew addition2026-03-312026-05-08

Sponsored

NEE NEXTERA ENERGY INC8.3K sharesnew addition2026-03-312026-05-08

FAST FASTENAL CO15.9K sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC4.4K sharesnew addition2026-03-312026-05-08

SHEL SHELL PLC7.8K sharesnew addition2026-03-312026-05-08

TMUS T-MOBILE US INC3.3K sharesnew addition2026-03-312026-05-08

CMI CUMMINS INC1.2K sharesnew addition2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP6.8K sharesnew addition2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC5.1K sharesnew addition2026-03-312026-05-08

Sponsored

BKNG BOOKING HOLDINGS INC148 sharesnew addition2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC1.5K sharesnew addition2026-03-312026-05-08

SAP SAP SE3.6K sharesnew addition2026-03-312026-05-08

FCX FREEPORT MCMORAN INC10.5K sharesnew addition2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP2.9K sharesnew addition2026-03-312026-05-08

APP APPLOVIN CORP1.5K sharesnew addition2026-03-312026-05-08

PRU PRUDENTIAL FINL INC6.2K sharesnew addition2026-03-312026-05-08

DE DEERE & CO1.1K sharesnew addition2026-03-312026-05-08

Sponsored

AIG AMERICAN INTL GROUP INC7.9K sharesnew addition2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS2.4K sharesnew addition2026-03-312026-05-08

SNDK SANDISK CORP920 sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC7.4K sharesnew addition2026-03-312026-05-08

COWZ PACER FDS TR9.1K sharesnew addition2026-03-312026-05-08

IVV ISHARES TR871 sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP11.5K sharesnew addition2026-03-312026-05-08

WDC WESTERN DIGITAL CORP2.1K sharesnew addition2026-03-312026-05-08

Sponsored

EOG EOG RES INC3.9K sharesnew addition2026-03-312026-05-08

IJK ISHARES TR5.5K sharesnew addition2026-03-312026-05-08

IWR ISHARES TR5.5K sharesnew addition2026-03-312026-05-08

DLR DIGITAL RLTY TR INC3.0K sharesnew addition2026-03-312026-05-08

MCO MOODYS CORP1.2K sharesnew addition2026-03-312026-05-08

DHR DANAHER CORP DEL2.7K sharesnew addition2026-03-312026-05-08

VMC VULCAN MATLS CO1.9K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR883 sharesnew addition2026-03-312026-05-08

Sponsored

XAR SPDR SERIES TRUST2.0K sharesnew addition2026-03-312026-05-08

CF CF INDUSTRIES HOLD3.8K sharesnew addition2026-03-312026-05-08

WPM WHEATON PRECIOUS METALS CORP3.7K sharesnew addition2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC570 sharesnew addition2026-03-312026-05-08

EQH EQUITABLE HLDGS INC12.9K sharesnew addition2026-03-312026-05-08

VRT VERTIV HOLDINGS CO1.9K sharesnew addition2026-03-312026-05-08

ASML ASML HLDG NV354 sharesnew addition2026-03-312026-05-08

T AT&T INC16.0K sharesnew addition2026-03-312026-05-08

Sponsored

WFC WELLS FARGO & CO5.8K sharesnew addition2026-03-312026-05-08

EFG ISHARES TR4.0K sharesnew addition2026-03-312026-05-08

HWM HOWMET AEROSPACE INC1.8K sharesnew addition2026-03-312026-05-08

RCAT RED CAT HLDGS INC31.9K sharesnew addition2026-03-312026-05-08

EME EMCOR GROUP INC554 sharesnew addition2026-03-312026-05-08

IWMI NEOS ETF TRUST8.6K sharesnew addition2026-03-312026-05-08

APH AMPHENOL CORP3.2K sharesnew addition2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.0K sharesnew addition2026-03-312026-05-08

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC3.9K sharesnew addition2026-03-312026-05-08

AER AERCAP HOLDINGS NV2.7K sharesnew addition2026-03-312026-05-08

PH PARKER-HANNIFIN CORP417 sharesnew addition2026-03-312026-05-08

J JACOBS SOLUTIONS INC2.9K sharesnew addition2026-03-312026-05-08

PAAS PAN AMERN SILVER CORP6.8K sharesnew addition2026-03-312026-05-08

IJJ ISHARES TR2.7K sharesnew addition2026-03-312026-05-08

RGLD ROYAL GOLD INC1.4K sharesnew addition2026-03-312026-05-08

EVR EVERCORE INC1.2K sharesnew addition2026-03-312026-05-08

Sponsored

MGMT UNIFIED SER TR7.7K sharesnew addition2026-03-312026-05-08

NEM NEWMONT CORP3.2K sharesnew addition2026-03-312026-05-08

MPC MARATHON PETE CORP1.4K sharesnew addition2026-03-312026-05-08

NVS NOVARTIS AG2.2K sharesnew addition2026-03-312026-05-08

GFF GRIFFON CORP4.6K sharesnew addition2026-03-312026-05-08

SILA SILA REALTY TRUST INC14.0K sharesnew addition2026-03-312026-05-08

RDDT REDDIT INC2.4K sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP2.1K sharesnew addition2026-03-312026-05-08

Sponsored

GILD GILEAD SCIENCES INC2.2K sharesnew addition2026-03-312026-05-08

LVS LAS VEGAS SANDS CORP5.7K sharesnew addition2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC2.7K sharesnew addition2026-03-312026-05-08

KTOS KRATOS DEFENSE & SEC SOLUTIO4.2K sharesnew addition2026-03-312026-05-08

NVDL GRANITESHARES ETF TR4.0K sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP930 sharesnew addition2026-03-312026-05-08

PEP PEPSICO INC1.9K sharesnew addition2026-03-312026-05-08

IJT ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

Sponsored

IJS ISHARES TR2.4K sharesnew addition2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC289 sharesnew addition2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.1K sharesnew addition2026-03-312026-05-08

RSG REPUBLIC SVCS INC1.2K sharesnew addition2026-03-312026-05-08

PWR QUANTA SVCS INC487 sharesnew addition2026-03-312026-05-08

VEEV VEEVA SYS INC1.5K sharesnew addition2026-03-312026-05-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN12.4K sharesnew addition2026-03-312026-05-08

GOF GUGGENHEIM STRATEGIC OPPORTU23.7K sharesnew addition2026-03-312026-05-08

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-03-312026-05-08

EQIX EQUINIX INC264 sharesnew addition2026-03-312026-05-08

RACE FERRARI N V755 sharesnew addition2026-03-312026-05-08

SLV ISHARES SILVER TR3.7K sharesnew addition2026-03-312026-05-08

AMAT APPLIED MATLS INC734 sharesnew addition2026-03-312026-05-08

HSY HERSHEY CO1.2K sharesnew addition2026-03-312026-05-08

EMBJ EMBRAER S.A.4.1K sharesnew addition2026-03-312026-05-08

AGI ALAMOS GOLD INC5.5K sharesnew addition2026-03-312026-05-08

Sponsored

GLD SPDR GOLD TR562 sharesnew addition2026-03-312026-05-08

ALLE ALLEGION PLC1.7K sharesnew addition2026-03-312026-05-08

WAB WABTEC966 sharesnew addition2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-05-08

AFRM AFFIRM HLDGS INC5.2K sharesnew addition2026-03-312026-05-08

AMTM AMENTUM HOLDINGS INC9.0K sharesnew addition2026-03-312026-05-08

CENCORA INC CENCORA INC743 sharesnew addition2026-03-312026-05-08

AA ALCOA CORP3.5K sharesnew addition2026-03-312026-05-08

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.8K sharesnew addition2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION4.0K sharesnew addition2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR2.5K sharesnew addition2026-03-312026-05-08

CELESTICA INC CELESTICA INC768 sharesnew addition2026-03-312026-05-08

IWL ISHARES TR1.3K sharesnew addition2026-03-312026-05-08

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-03-312026-05-08

MMSC FIRST TR EXCHNG TRADED FD VI8.9K sharesnew addition2026-03-312026-05-08

Sponsored

OTIS OTIS WORLDWIDE CORP2.7K sharesnew addition2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD1.6K sharesnew addition2026-03-312026-05-08

CRM SALESFORCE INC1.1K sharesnew addition2026-03-312026-05-08

NTRA NATERA INC1.0K sharesnew addition2026-03-312026-05-08

BBDC BARINGS BDC INC15.1K sharesnew addition2026-03-312026-05-08

LYG LLOYDS BANKING GROUP PLC13.0K sharesnew addition2026-03-312026-05-08

NVDA

NVIDIA CORPORATION

New

Shares63.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

New

Shares26.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

New

Shares17.9K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares22.4K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

New

Shares24.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares14.8K

Event2026-03-31

Filed2026-05-08