Loading…
CIK 0002018963 • 6 13F filings • May 14, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("wallace-hart-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $619K | 1.6% | 3,255 SH | |
| AMERICAN ELEC PWR CO INC | COM | $1.4M | 3.6% | 13,036 SH | |
| AMGEN INC | COM | $1.6M | 4.1% | 5,229 SH | |
| ANALOG DEVICES INC | COM | $1.3M | 3.4% | 6,615 SH | |
| APPLE INC | COM | $2.0M | 4.9% | 8,827 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $1.3M | 3.3% | 18,004 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.5M | 3.6% | 4,751 SH | |
| BAKER HUGHES COMPANY | CL A | $1.4M | 3.5% | 31,621 SH | |
| BROADCOM INC | COM | $247K | 0.6% | 1,473 SH | |
| CISCO SYS INC | COM | $266K | 0.7% | 4,318 SH | |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $1.4M | 3.6% | 16,235 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $1.3M | 3.4% | 17,589 SH | |
| COSTCO WHSL CORP NEW | COM | $2.3M | 5.7% | 2,409 SH | |
| DOORDASH INC | CL A | $1.4M | 3.4% | 7,417 SH | |
| EXELON CORP | COM | $1.4M | 3.6% | 31,087 SH | |
| EXXON MOBIL CORP | COM | $456K | 1.1% | 3,837 SH | |
| FORTINET INC | COM | $1.4M | 3.5% | 14,345 SH | |
| GILEAD SCIENCES INC | COM | $1.4M | 3.5% | 12,478 SH | |
| HOME BANCSHARES INC | COM | $698K | 1.8% | 24,705 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $277K | 0.7% | 560 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $481K | 1.2% | 1,026 SH | |
| META PLATFORMS INC | CL A | $261K | 0.7% | 453 SH | |
| MICROSTRATEGY INC | CL A NEW | $1.6M | 4.1% | 5,602 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $1.4M | 3.5% | 23,961 SH | |
| NETFLIX INC | COM | $1.6M | 4.0% | 1,691 SH | |
| NVIDIA CORPORATION | COM | $256K | 0.6% | 2,359 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $388K | 1.0% | 4,600 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $382K | 1.0% | 683 SH | |
| STARBUCKS CORP | COM | $1.4M | 3.6% | 14,450 SH | |
| T-MOBILE US INC | COM | $2.1M | 5.3% | 7,884 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $4.8M | 12.1% | 3,632 SH | |
| VERISK ANALYTICS INC | COM | $1.4M | 3.5% | 4,739 SH |
| 13F-HR |
| 0001398344-26-014386 |
| $160.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015470 | $125.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008793 | $72.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009380 | $39.8M | View |