Institutional Fund
44 Wealth Management LLC
Eugene, ORCIK 18311875 filings on record
Portfolio Value
$285.87M
Q1 2026
Holdings
183
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-4.1%
from $298.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nike Inc6.2%
- Microsoft Corp5.2%
- Apple Inc2.6%
- Jpmorgan Chase & Co.1.7%
- Johnson & Johnson1.6%
- Spdr Gold Tr1.6%
- Other81.1%
Portfolio Holdings
183 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nike Inc | 334.4K | $17.66M | 6.2% | 0 | Held |
| 2 | Microsoft Corp | 40.4K | $14.96M | 5.2% | +1.6K | Added |
| 3 | Apple Inc | 29.1K | $7.39M | 2.6% | +903 | Added |
| 4 | Jpmorgan Chase & Co. | 16.5K | $4.86M | 1.7% | −1.1K | Reduced |
| 5 | Johnson & Johnson | 19.1K | $4.67M | 1.6% | +2.5K | Added |
| 6 | Spdr Gold Tr | 10.4K | $4.48M | 1.6% | −272 | Reduced |
| 7 | Home Depot Inc | 13.0K | $4.29M | 1.5% | +4.3K | Added |
| 8 | Chevron Corp New | 19.5K | $4.03M | 1.4% | +6.7K | Added |
| 9 | Medtronic PLC | 45.7K | $3.96M | 1.4% | +26 | Added |
| 10 | Amazon Com Inc | 18.8K | $3.92M | 1.4% | +370 | Added |
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