Institutional Fund
Hedeker Wealth, LLC
Lincolnshire, ILCIK 16339105 filings on record
Portfolio Value
$473.73M
Q1 2026
Holdings
87
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-0.6%
from $476.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Palantir Technologies Inc6.6%
- Broadcom Inc6.3%
- Microsoft Corp4.0%
- Nvidia Corporation3.5%
- Apple Inc3.3%
- Amazon Com Inc3.2%
- Other73.1%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 214.9K | $31.43M | 6.6% | +6.9K | Added |
| 2 | Broadcom Inc | 95.7K | $29.62M | 6.3% | +1.9K | Added |
| 3 | Microsoft Corp | 51.7K | $19.13M | 4.0% | +4.5K | Added |
| 4 | Nvidia Corporation | 94.7K | $16.52M | 3.5% | +3.1K | Added |
| 5 | Apple Inc | 61.2K | $15.54M | 3.3% | +947 | Added |
| 6 | Amazon Com Inc | 72.3K | $15.06M | 3.2% | +1.1K | Added |
| 7 | Coherent Corp | 61.5K | $14.65M | 3.1% | −789 | Reduced |
| 8 | Alphabet Inc | 49.7K | $14.30M | 3.0% | +691 | Added |
| 9 | Global X Fds | 591.3K | $14.17M | 3.0% | +26.4K | Added |
| 10 | Alphabet Inc | 48.4K | $13.89M | 2.9% | +530 | Added |
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