Loading…
CIK 0001767686 • 7 13F filings • Apr 14, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("yarbrough-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $19.1M | 0.6%Prev: 0.2% | 32,864 SH | Increased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $5.9M | 0.2%Prev: 0.5% | 61,964 SH | Decreased-49,617 SH |
| ALPHABET INC | CAP STK CL A | $379.3M | 11.3%Prev: 6.8% | 1,061,263 SH | Increased-12,731 SH |
| ALPHABET INC | CAP STK CL C | $70.7M | 2.1%Prev: 1.3% | 199,960 SH | Increased |
| AMAZON COM INC | COM | $205.8M | 6.2%Prev: 6.8% | 863,464 SH | Increased-3,668 SH |
| APPLE INC | COM | $504.9M | 15.1%Prev: 13.1% | 1,744,835 SH | Increased-38,575 SH |
| APPLOVIN CORP | COM CL A | $4.2M | 0.1%Prev: 0.1% | 8,198 SH | Increased |
| ARCHER AVIATION INC | COM CL A | $2.2M | 0.1%Prev: 0.2% | 466,798 SH | Decreased |
| ARISTA NETWORKS INC | COM SHS | $5.1M | 0.2%Prev: 0.1% | 29,974 SH | Increased-2,979 SH |
| ARK ETF TR | BLOC FIN INN ETF | $9.4M | 0.3% | 238,709 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $15.0M | 0.4% | 7,556 SH | New |
| AST SPACEMOBILE INC | COM CL A | $8.8M | 0.3%Prev: 0.1% | 99,372 SH | Increased+21,739 SH |
| AXSOME THERAPEUTICS INC. | COM | $206K | 0.0% | 842 SH | New |
| BAIDU INC | SPON ADR REP A | $1.5M | 0.0% | 12,986 SH | New |
| BANK OF AMER CORP | COM | $11.3M | 0.3% | 198,705 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $989K | 0.0%Prev: 0.0% | 1,977 SH | Increased |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | $18.7M | 0.6% | 498,495 SH | New |
| BLACKSTONE INC | COM | $11.1M | 0.3%Prev: 0.5% | 94,255 SH | Decreased |
| BOEING CO | COM | $16.8M | 0.5%Prev: 0.6% | 77,481 SH | Increased-2,164 SH |
| BOSTON SCIENTIFIC CORP | COM | $1.6M | 0.0%Prev: 0.1% | 38,456 SH | Decreased |
| BROADCOM INC | COM | $108.4M | 3.2%Prev: 2.9% | 286,905 SH | Increased-8,598 SH |
| CARVANA CO | CL A | $208K | 0.0%Prev: 0.0% | 3,165 SH | Decreased+403 SH |
| CEREBRAS SYSTEMS INC | COM CL A *A* | $8.0M | 0.2% | 36,061 SH | New |
| CLOUDFLARE INC | CL A COM | $9.5M | 0.3% | 38,845 SH | New |
| COREWEAVE INC | COM CL A | $616K | 0.0%Prev: 0.0% | 6,190 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $13.3M | 0.4%Prev: 0.2% | 17,380 SH | Increased+7,535 SH |
| D-WAVE QUANTUM INC | COM | $3.8M | 0.1%Prev: 0.1% | 160,368 SH | Increased+39,308 SH |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $2.5M | 0.1% | 15,069 SH | New |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | $878K | 0.0% | 28,581 SH | New |
| GARMIN LTD | SHS | $34.2M | 1.0%Prev: 1.1% | 143,870 SH | Increased |
| GE VERNOVA INC | COM | $4.7M | 0.1%Prev: 0.1% | 3,997 SH | Increased-79 SH |
| GOLDMAN SACHS GROUP INC | COM | $37.7M | 1.1%Prev: 0.9% | 37,230 SH | Increased |
| HARTFORD INSURANCE GROUP INC | COM | $2.3M | 0.1%Prev: 0.1% | 17,690 SH | Increased |
| HCA HEALTHCARE INC | COM | $4.6M | 0.1%Prev: 0.2% | 11,898 SH | Increased |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $1.2M | 0.0% | 13,962 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $106.4M | 3.2%Prev: 2.8% | 144,498 SH | Increased |
| IONQ INC | COM | $1.5M | 0.0%Prev: 0.0% | 28,992 SH | Increased+12,291 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $4.7M | 0.1%Prev: 1.1% | 142,284 SH | Decreased-381,929 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 0.0%Prev: 0.0% | 2,098 SH | Increased |
| ISHARES TR | EXPANDED TECH | $810K | 0.0%Prev: 0.0% | 8,945 SH | Decreased |
| ISHARES TR | ISHARES SEMICDTR | $52.8M | 1.6%Prev: 0.7% | 82,383 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $8.6M | 0.3%Prev: 1.0% | 21,764 SH | Decreased-74,251 SH |
| ISHARES TR | US AER DEF ETF | $7.4M | 0.2%Prev: 0.2% | 30,393 SH | Increased |
| JOBY AVIATION INC | COMMON STOCK | $1.5M | 0.0%Prev: 0.1% | 167,483 SH | Decreased |
| JPMORGAN CHASE & CO | COM | $32.0M | 1.0% | 97,875 SH | New |
| LAM RESEARCH CORP | COM NEW | $11.2M | 0.3%Prev: 0.1% | 25,732 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $4.0M | 0.1%Prev: 0.1% | 10,853 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $7.0M | 0.2%Prev: 0.3% | 13,720 SH | Decreased |
| MERCADOLIBRE INC | COM | $8.6M | 0.3% | 5,044 SH | New |
| MERCURY SYS INC | COM | $204K | 0.0%Prev: 0.0% | 1,666 SH | Decreased-8,325 SH |
| META PLATFORMS INC | CL A | $159.9M | 4.8%Prev: 7.3% | 283,838 SH | Decreased+6,519 SH |
| MICRON TECHNOLOGY INC | COM | $1.4M | 0.0% | 1,244 SH | New |
| MICROSOFT CORP | COM | $48.4M | 1.4%Prev: 2.3% | 129,794 SH | Decreased |
| NVIDIA CORPORATION | COM | $652.9M | 19.5%Prev: 19.6% | 3,262,800 SH | Increased-207,765 SH |
| OKTA INC | CL A | $500K | 0.0%Prev: 0.0% | 3,667 SH | Increased-733 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $15.1M | 0.5%Prev: 0.4% | 129,443 SH | Increased+57,300 SH |
| PALO ALTO NETWORKS INC | COM | $12.3M | 0.4%Prev: 0.1% | 35,953 SH | Increased+28,791 SH |
| PALOMAR HLDGS INC | COM | $214K | 0.0%Prev: 0.0% | 1,693 SH | Decreased-3,658 SH |
| PINTEREST INC | CL A | $5.7M | 0.2%Prev: 0.4% | 270,435 SH | Decreased-80,035 SH |
| QUALCOMM INC | COM | $22.3M | 0.7%Prev: 0.9% | 120,896 SH | Decreased-43,930 SH |
| QUANTUM COMPUTING INC | COM | $961K | 0.0%Prev: 0.0% | 99,056 SH | Increased+81,037 SH |
| RIGETTI COMPUTING INC | COMMON STOCK | $1.3M | 0.0%Prev: 0.0% | 69,441 SH | Increased+19,440 SH |
| ROBINHOOD MKTS INC | COM CL A | $27.6M | 0.8%Prev: 0.9% | 275,700 SH | Increased |
| RTX CORPORATION | COM | $11.4M | 0.3%Prev: 0.3% | 59,996 SH | Increased |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $10.7M | 0.3% | 200,000 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $46.5M | 1.4% | 244,080 SH | New |
| SERVICENOW INC | COM | $3.7M | 0.1%Prev: 0.1% | 37,119 SH | Increased+35,439 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $11.1M | 0.3%Prev: 0.5% | 97,488 SH | Decreased-12,532 SH |
| SIMON PPTY GROUP INC NEW | COM | $4.8M | 0.1%Prev: 0.1% | 21,500 SH | Increased |
| SITIME CORP | COM | $959K | 0.0% | 1,286 SH | New |
| SPDR GOLD TR | GOLD SHS | $8.4M | 0.3% | 22,747 SH | New |
| SPDR SERIES TRUST | ST STR SP SEMI | $4.4M | 0.1% | 7,096 SH | New |
| STATE STR CORP | COM | $8.4M | 0.3%Prev: 0.2% | 49,518 SH | Increased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $8.6M | 0.3% | 17,970 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $5.3M | 0.2%Prev: 0.3% | 21,358 SH | Decreased-8,190 SH |
| TESLA INC | COM | $2.4M | 0.1% | 5,721 SH | New |
| TOAST INC | CL A | $367K | 0.0%Prev: 0.1% | 13,202 SH | Decreased-40,594 SH |
| UBER TECHNOLOGIES INC | COM | $7.2M | 0.2%Prev: 0.1% | 99,583 SH | Increased+61,320 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $53.2M | 1.6%Prev: 0.8% | 81,148 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $148.7M | 4.4%Prev: 4.4% | 216,447 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $115.0M | 3.4%Prev: 3.4% | 310,912 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $61.3M | 1.8%Prev: 1.8% | 390,377 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $85.2M | 2.5%Prev: 2.1% | 712,463 SH | Increased+623,405 SH |
| VERTIV HOLDINGS CO | COM CL A | $2.1M | 0.1% | 6,346 SH | New |
| VISA INC | COM CL A | $16.1M | 0.5%Prev: 0.6% | 46,990 SH | Decreased-274 SH |
| WELLS FARGO & CO | COM | $3.1M | 0.1% | 37,485 SH | New |
| WERIDE INC | SPONSORED ADS | $352K | 0.0% | 60,426 SH | New |
| WISDOMTREE TR | CLOUD COMPUTNG | $1.2M | 0.0%Prev: 0.2% | 38,565 SH | Decreased-126,905 SH |
| 13F-HR |
| 0001754960-25-000689 |
| $3.21B |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000722 | $3.34B | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000378 | $2.80B | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000238 | $2.85B | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000177 | $2.33B | View |