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HOLDERNESS INVESTMENTS CO

· CIK 0001184820
13F Portfolio $492M AUM 254 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
254 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 MSFT MICROSOFT CORP Technology 66,821 $32.3M 6.57% NEW
2 AAPL APPLE INC Technology 115,356 $31.4M 6.38% NEW
3 NVDA NVIDIA CORPORATION Technology 155,554 $29.0M 5.90% NEW
4 AMZN AMAZON COM INC Consumer Cyclical 75,053 $17.3M 3.52% NEW
5 AMAT APPLIED MATLS INC Technology 60,977 $15.7M 3.19% NEW
6 GOOGL ALPHABET INC Communication Services 45,004 $14.1M 2.87% NEW
7 QQQM INVESCO QQQ TR 22,799 $14.0M 2.85% NEW
8 AVGO BROADCOM INC Technology 39,935 $13.8M 2.81% NEW
9 ORCL ORACLE CORP Technology 45,760 $8.9M 1.81% NEW
10 IBM INTERNATIONAL BUSINESS MACHS Technology 30,009 $8.9M 1.81% NEW
11 CAT CATERPILLAR INC Industrials 15,447 $8.8M 1.80% NEW
12 JPM JPMORGAN CHASE & CO. Financial Services 27,075 $8.7M 1.77% NEW
13 GOOGL ALPHABET INC Communication Services 20,126 $6.3M 1.28% NEW
14 COST COSTCO WHSL CORP NEW Consumer Defensive 6,892 $5.9M 1.21% NEW
15 CSCO CISCO SYS INC Technology 76,293 $5.9M 1.20% NEW
16 IYE EXXON MOBIL CORP 45,729 $5.5M 1.12% NEW
17 HD HOME DEPOT INC Consumer Cyclical 15,040 $5.2M 1.05% NEW
18 ABBV ABBVIE INC Healthcare 22,003 $5.0M 1.02% NEW
19 IGV ISHARES TR 47,357 $5.0M 1.02% NEW
20 CRUS CIRRUS LOGIC INC Technology 39,095 $4.6M 0.94% NEW
21 DUK DUKE ENERGY CORP NEW Utilities 39,505 $4.6M 0.94% NEW
22 WMT WALMART INC Consumer Defensive 40,683 $4.5M 0.92% NEW
23 META META PLATFORMS INC Communication Services 6,763 $4.5M 0.91% NEW
24 VBK VANGUARD INDEX FDS 14,211 $4.3M 0.87% NEW
25 MCD MCDONALDS CORP Consumer Cyclical 13,254 $4.1M 0.82% NEW
26 LRGF SPDR S&P 500 ETF TR 5,809 $4.0M 0.81% NEW
27 MA MASTERCARD INCORPORATED Financial Services 6,737 $3.8M 0.78% NEW
28 BRK/B BERKSHIRE HATHAWAY INC DEL 7,438 $3.7M 0.76% NEW
29 BAC BANK AMERICA CORP Financial Services 65,730 $3.6M 0.73% NEW
30 GLW CORNING INC Technology 40,880 $3.6M 0.73% NEW
31 ETN EATON CORP PLC Industrials 11,052 $3.5M 0.72% NEW
32 BX BLACKSTONE INC Financial Services 22,518 $3.5M 0.71% NEW
33 CVX CHEVRON CORP NEW Energy 22,439 $3.4M 0.70% NEW
34 MRK MERCK & CO INC Healthcare 32,282 $3.4M 0.69% NEW
35 IRM IRON MTN INC DEL Real Estate 40,724 $3.4M 0.69% NEW
36 V VISA INC Financial Services 9,170 $3.2M 0.65% NEW
37 LOW LOWES COS INC Consumer Cyclical 12,986 $3.1M 0.64% NEW
38 PG PROCTER AND GAMBLE CO Consumer Defensive 21,737 $3.1M 0.63% NEW
39 TJX TJX COS INC NEW Consumer Cyclical 19,954 $3.1M 0.62% NEW
40 RTX RTX CORPORATION Industrials 16,278 $3.0M 0.61% NEW
41 AXP AMERICAN EXPRESS CO Financial Services 7,965 $2.9M 0.60% NEW
42 TFC TRUIST FINL CORP Financial Services 59,110 $2.9M 0.59% NEW
43 VZ VERIZON COMMUNICATIONS INC Communication Services 70,897 $2.9M 0.59% NEW
44 JNJ JOHNSON & JOHNSON Healthcare 13,918 $2.9M 0.59% NEW
45 KLAC KLA CORP Technology 2,208 $2.7M 0.55% NEW
46 JPST J P MORGAN EXCHANGE TRADED F 52,116 $2.6M 0.54% NEW
47 KO COCA COLA CO Consumer Defensive 37,057 $2.6M 0.53% NEW
48 XLC SELECT SECTOR SPDR TR 22,003 $2.6M 0.53% NEW
49 AMGN AMGEN INC Healthcare 7,787 $2.5M 0.52% NEW
50 SCHX SCHWAB STRATEGIC TR 93,978 $2.5M 0.51% NEW
51 MCK MCKESSON CORP Healthcare 3,070 $2.5M 0.51% NEW
52 SOJF SOUTHERN CO Utilities 28,499 $2.5M 0.51% NEW
53 DELL DELL TECHNOLOGIES INC Technology 19,343 $2.4M 0.49% NEW
54 SCHB SCHWAB STRATEGIC TR 90,890 $2.4M 0.48% NEW
55 UNH UNITEDHEALTH GROUP INC Healthcare 7,026 $2.3M 0.47% NEW
56 HON HONEYWELL INTL INC Industrials 11,762 $2.3M 0.47% NEW
57 INTC INTEL CORP Technology 62,111 $2.3M 0.47% NEW
58 VRIG INVESCO ACTIVELY MANAGED EXC 88,806 $2.2M 0.45% NEW
59 LMT LOCKHEED MARTIN CORP Industrials 4,334 $2.1M 0.43% NEW
60 WFC WELLS FARGO CO NEW Financial Services 22,186 $2.1M 0.42% NEW
61 AMD ADVANCED MICRO DEVICES INC Technology 9,649 $2.1M 0.42% NEW
62 FDX FEDEX CORP Industrials 7,011 $2.0M 0.41% NEW
63 PFE PFIZER INC Healthcare 75,952 $1.9M 0.39% NEW
64 AMLP ALPS ETF TR 39,137 $1.8M 0.37% NEW
65 VYM VANGUARD WHITEHALL FDS 12,434 $1.8M 0.36% NEW
66 BMY BRISTOL-MYERS SQUIBB CO Healthcare 31,871 $1.7M 0.35% NEW
67 BA BOEING CO Industrials 7,692 $1.7M 0.34% NEW
68 MU MICRON TECHNOLOGY INC Technology 5,123 $1.5M 0.30% NEW
69 NVS NOVARTIS AG Healthcare 10,458 $1.4M 0.29% NEW
70 BKNG BOOKING HOLDINGS INC Consumer Cyclical 263 $1.4M 0.29% NEW
71 IDU ISHARES TR 12,983 $1.4M 0.29% NEW
72 LLY ELI LILLY & CO Healthcare 1,294 $1.4M 0.28% NEW
73 GS GOLDMAN SACHS GROUP INC Financial Services 1,571 $1.4M 0.28% NEW
74 NUE NUCOR CORP Basic Materials 8,417 $1.4M 0.28% NEW
75 T AT&T INC Communication Services 53,891 $1.3M 0.27% NEW
76 GILD GILEAD SCIENCES INC Healthcare 10,738 $1.3M 0.27% NEW
77 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 606 $1.3M 0.27% NEW
78 TT TRANE TECHNOLOGIES PLC Industrials 3,237 $1.3M 0.26% NEW
79 FE FIRSTENERGY CORP Utilities 28,116 $1.3M 0.26% NEW
80 LEN LENNAR CORP Consumer Cyclical 11,889 $1.2M 0.25% NEW
81 NFLX NETFLIX INC Communication Services 12,990 $1.2M 0.25% NEW
82 LRCX LAM RESEARCH CORP Technology 7,019 $1.2M 0.24% NEW
83 SYK STRYKER CORPORATION Healthcare 3,329 $1.2M 0.24% NEW
84 SCHM SCHWAB STRATEGIC TR 37,831 $1.1M 0.23% NEW
85 ENB ENBRIDGE INC Energy 23,106 $1.1M 0.23% NEW
86 NOC NORTHROP GRUMMAN CORP Industrials 1,887 $1.1M 0.22% NEW
87 VUG VANGUARD INDEX FDS 2,205 $1.1M 0.22% NEW
88 CARR CARRIER GLOBAL CORPORATION Industrials 20,233 $1.1M 0.22% NEW
89 TXN TEXAS INSTRS INC Technology 6,038 $1.0M 0.21% NEW
90 LH LABCORP HOLDINGS INC Healthcare 4,164 $1.0M 0.21% NEW
91 MMM 3M CO Industrials 6,390 $1.0M 0.21% NEW
92 LNG CHENIERE ENERGY INC Energy 5,128 $997K 0.20% NEW
93 DE DEERE & CO Industrials 2,138 $995K 0.20% NEW
94 DHR DANAHER CORPORATION Healthcare 4,344 $994K 0.20% NEW
95 FIX COMFORT SYS USA INC Industrials 1,060 $989K 0.20% NEW
96 STT SPDR DOW JONES INDL AVERAGE Financial Services 2,046 $983K 0.20% NEW
97 PEP PEPSICO INC Consumer Defensive 6,829 $980K 0.20% NEW
98 GD GENERAL DYNAMICS CORP Industrials 2,899 $976K 0.20% NEW
99 EME EMCOR GROUP INC Industrials 1,583 $968K 0.20% NEW
100 QRVO QORVO INC Technology 11,414 $965K 0.20% NEW
101 VGT VANGUARD WORLD FD 1,250 $942K 0.19% NEW
102 FCX FREEPORT-MCMORAN INC Basic Materials 18,433 $936K 0.19% NEW
103 VOO VANGUARD INDEX FDS 1,480 $928K 0.19% NEW
104 SCHF SCHWAB STRATEGIC TR 38,171 $918K 0.19% NEW
105 CIT CINTAS CORP 4,860 $914K 0.19% NEW
106 VHT VANGUARD WORLD FD 3,153 $908K 0.18% NEW
107 RY ROYAL BK CDA Financial Services 5,145 $877K 0.18% NEW
108 XLF SELECT SECTOR SPDR TR 15,814 $866K 0.18% NEW
109 EMR EMERSON ELEC CO Industrials 6,451 $856K 0.17% NEW
110 ACM AECOM Industrials 8,979 $856K 0.17% NEW
111 NKE NIKE INC Consumer Cyclical 13,310 $848K 0.17% NEW
112 GEV GE VERNOVA INC Utilities 1,295 $846K 0.17% NEW
113 COP CONOCOPHILLIPS Energy 8,859 $829K 0.17% NEW
114 TSLA TESLA INC Consumer Cyclical 1,828 $822K 0.17% NEW
115 LIN LINDE PLC Basic Materials 1,869 $797K 0.16% NEW
116 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,028 $796K 0.16% NEW
117 SCHD SCHWAB STRATEGIC TR 28,795 $790K 0.16% NEW
118 NEE NEXTERA ENERGY INC Utilities 9,649 $775K 0.16% NEW
119 CRM SALESFORCE INC Technology 2,910 $771K 0.16% NEW
120 PLTR PALANTIR TECHNOLOGIES INC Technology 4,208 $748K 0.15% NEW
121 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,404 $746K 0.15% NEW
122 IP INTERNATIONAL PAPER CO Consumer Cyclical 18,917 $745K 0.15% NEW
123 SCCO SOUTHERN COPPER CORP Basic Materials 5,146 $738K 0.15% NEW
124 MS MORGAN STANLEY Financial Services 4,096 $727K 0.15% NEW
125 MAS MASCO CORP Industrials 11,435 $726K 0.15% NEW
126 TGT TARGET CORP Consumer Defensive 7,361 $720K 0.15% NEW
127 D DOMINION ENERGY INC Utilities 12,190 $714K 0.14% NEW
128 GE GE AEROSPACE Industrials 2,316 $713K 0.14% NEW
129 PM PHILIP MORRIS INTL INC Consumer Defensive 4,340 $696K 0.14% NEW
130 AVY AVERY DENNISON CORP Industrials 3,781 $688K 0.14% NEW
131 VOOG VANGUARD ADMIRAL FDS INC 1,533 $682K 0.14% NEW
132 GPC GENUINE PARTS CO Consumer Cyclical 5,487 $675K 0.14% NEW
133 ITW ILLINOIS TOOL WKS INC Industrials 2,720 $670K 0.14% NEW
134 SCHA SCHWAB STRATEGIC TR 23,518 $670K 0.14% NEW
135 XLK SELECT SECTOR SPDR TR 4,536 $653K 0.13% NEW
136 LNC LINCOLN NATL CORP IND Financial Services 14,627 $651K 0.13% NEW
137 VMC VULCAN MATLS CO Basic Materials 2,275 $649K 0.13% NEW
138 PWR QUANTA SVCS INC Industrials 1,532 $647K 0.13% NEW
139 KEY KEYCORP Financial Services 30,949 $639K 0.13% NEW
140 ASML ASML HOLDING N V Technology 596 $638K 0.13% NEW
141 APP APPLOVIN CORP Technology 904 $609K 0.12% NEW
142 AGX ARGAN INC Industrials 1,903 $596K 0.12% NEW
143 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,949 $592K 0.12% NEW
144 IVV ISHARES TR 854 $585K 0.12% NEW
145 BLK BLACKROCK INC Financial Services 544 $582K 0.12% NEW
146 MO ALTRIA GROUP INC Consumer Defensive 9,795 $565K 0.12% NEW
147 EMN EASTMAN CHEM CO Basic Materials 8,798 $562K 0.11% NEW
148 VIG VANGUARD SPECIALIZED FUNDS 2,535 $557K 0.11% NEW
149 ABT ABBOTT LABS Healthcare 4,440 $556K 0.11% NEW
150 NVO NOVO-NORDISK A S Healthcare 10,900 $555K 0.11% NEW
151 TMO THERMO FISHER SCIENTIFIC INC Healthcare 913 $529K 0.11% NEW
152 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,794 $527K 0.11% NEW
153 XRT SPDR SERIES TRUST 6,000 $512K 0.10% NEW
154 BBDO CAMECO CORP Financial Services 5,567 $509K 0.10% NEW
155 CMCSA COMCAST CORP NEW Communication Services 16,899 $505K 0.10% NEW
156 VTI VANGUARD INDEX FDS 1,493 $501K 0.10% NEW
157 CSX CSX CORP Industrials 13,524 $490K 0.10% NEW
158 MPLX MPLX LP Energy 9,182 $490K 0.10% NEW
159 ISRG INTUITIVE SURGICAL INC Healthcare 850 $481K 0.10% NEW
160 KRE SPDR SERIES TRUST 7,364 $477K 0.10% NEW
161 QCOM QUALCOMM INC Technology 2,753 $471K 0.10% NEW
162 SLB SLB LIMITED Energy 11,942 $458K 0.09% NEW
163 NOW SERVICENOW INC Technology 2,970 $455K 0.09% NEW
164 ES EVERSOURCE ENERGY Utilities 6,727 $453K 0.09% NEW
165 VDE VANGUARD WORLD FD 3,596 $453K 0.09% NEW
166 SOXX ISHARES TR 1,492 $449K 0.09% NEW
167 XLE SELECT SECTOR SPDR TR 10,034 $449K 0.09% NEW
168 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,783 $447K 0.09% NEW
169 DD DUPONT DE NEMOURS INC Basic Materials 10,834 $436K 0.09% NEW
170 MDLZ MONDELEZ INTL INC Consumer Defensive 8,022 $432K 0.09% NEW
171 CTVA CORTEVA INC Basic Materials 6,339 $425K 0.09% NEW
172 SBR SABINE RTY TR Energy 6,000 $411K 0.08% NEW
173 VOE VANGUARD INDEX FDS 2,292 $407K 0.08% NEW
174 WM WASTE MGMT INC DEL Industrials 1,833 $403K 0.08% NEW
175 DOW DOW INC Basic Materials 16,679 $390K 0.08% NEW
176 Q QNITY ELECTRONICS INC Technology 4,742 $387K 0.08% NEW
177 DIS DISNEY WALT CO Communication Services 3,323 $378K 0.08% NEW
178 HEDJ WISDOMTREE TR 7,086 $376K 0.08% NEW
179 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,305 $375K 0.08% NEW
180 FQI DIGITAL RLTY TR INC 2,387 $369K 0.07% NEW
181 LDOS LEIDOS HOLDINGS INC Technology 2,046 $369K 0.07% NEW
182 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,620 $365K 0.07% NEW
183 KR KROGER CO Consumer Defensive 5,806 $363K 0.07% NEW
184 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,403 $361K 0.07% NEW
185 PPA INVESCO EXCHANGE TRADED FD T 2,301 $360K 0.07% NEW
186 DOV DOVER CORP Industrials 1,842 $360K 0.07% NEW
187 HAL HALLIBURTON CO Energy 12,656 $358K 0.07% NEW
188 BOTZ GLOBAL X FDS 9,811 $355K 0.07% NEW
189 UNP UNION PAC CORP Industrials 1,511 $350K 0.07% NEW
190 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 9,008 $349K 0.07% NEW
191 DGX QUEST DIAGNOSTICS INC Healthcare 2,000 $347K 0.07% NEW
192 VST VISTRA CORP Utilities 2,117 $342K 0.07% NEW
193 AEP AMERICAN ELEC PWR CO INC Utilities 2,936 $339K 0.07% NEW
194 NSC NORFOLK SOUTHN CORP Industrials 1,165 $336K 0.07% NEW
195 EWJ ISHARES INC 4,159 $336K 0.07% NEW
196 PHG KONINKLIJKE PHILIPS N V Healthcare 12,283 $333K 0.07% NEW
197 GLD SPDR GOLD TR Financial Services 835 $331K 0.07% NEW
198 MET METLIFE INC Financial Services 4,189 $331K 0.07% NEW
199 MRVL MARVELL TECHNOLOGY INC Technology 3,715 $316K 0.06% NEW
200 HII HUNTINGTON INGALLS INDS INC Industrials 924 $314K 0.06% NEW
201 OTIS OTIS WORLDWIDE CORP Industrials 3,552 $310K 0.06% NEW
202 L LOEWS CORP Financial Services 2,936 $309K 0.06% NEW
203 EFA ISHARES TR 3,217 $309K 0.06% NEW
204 ZTS ZOETIS INC Healthcare 2,455 $309K 0.06% NEW
205 BP BP PLC Energy 8,885 $309K 0.06% NEW
206 SCHW SCHWAB CHARLES CORP Financial Services 3,063 $306K 0.06% NEW
207 PAYX PAYCHEX INC Industrials 2,681 $301K 0.06% NEW
208 ED CONSOLIDATED EDISON INC Utilities 3,025 $300K 0.06% NEW
209 VRT VERTIV HOLDINGS CO Industrials 1,839 $298K 0.06% NEW
210 ON ON SEMICONDUCTOR CORP Technology 5,400 $292K 0.06% NEW
211 IWF ISHARES TR 611 $289K 0.06% NEW
212 ICF ISHARES TR 4,800 $286K 0.06% NEW
213 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,716 $286K 0.06% NEW
214 VB VANGUARD INDEX FDS 1,053 $272K 0.06% NEW
215 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,715 $269K 0.06% NEW
216 SON SONOCO PRODS CO Consumer Cyclical 6,125 $267K 0.05% NEW
217 EPD ENTERPRISE PRODS PARTNERS L Energy 8,336 $267K 0.05% NEW
218 SPHY SPDR SERIES TRUST 10,753 $255K 0.05% NEW
219 ITA* ISHARES TR 1,184 $254K 0.05% NEW
220 CVS CVS HEALTH CORP Healthcare 3,169 $251K 0.05% NEW
221 VTV VANGUARD INDEX FDS 1,312 $251K 0.05% NEW
222 MELI MERCADOLIBRE INC Consumer Cyclical 124 $250K 0.05% NEW
223 IR INGERSOLL RAND INC Industrials 3,104 $246K 0.05% NEW
224 PYPL PAYPAL HLDGS INC Financial Services 4,181 $244K 0.05% NEW
225 CEG CONSTELLATION ENERGY CORP Utilities 686 $242K 0.05% NEW
226 IJH ISHARES TR 3,575 $236K 0.05% NEW
227 O REALTY INCOME CORP Real Estate 4,152 $234K 0.05% NEW
228 SBUX STARBUCKS CORP Consumer Cyclical 2,760 $232K 0.05% NEW
229 VEA VANGUARD TAX-MANAGED FDS 3,719 $232K 0.05% NEW
230 BDX BECTON DICKINSON & CO Healthcare 1,193 $232K 0.05% NEW
231 WELL WELLTOWER INC Real Estate 1,237 $230K 0.05% NEW
232 CAH CARDINAL HEALTH INC Healthcare 1,112 $229K 0.05% NEW
233 WMB WILLIAMS COS INC Energy 3,773 $227K 0.05% NEW
234 GIS GENERAL MLS INC Consumer Defensive 4,867 $226K 0.05% NEW
235 PAVE GLOBAL X FDS 4,727 $226K 0.05% NEW
236 GWW WW GRAINGER INC Industrials 223 $225K 0.05% NEW
237 SYY SYSCO CORP Consumer Defensive 3,033 $224K 0.04% NEW
238 EQIX EQUINIX INC Real Estate 290 $222K 0.04% NEW
239 GBIL GOLDMAN SACHS ETF TR 2,200 $220K 0.04% NEW
240 SCHG SCHWAB STRATEGIC TR 6,694 $218K 0.04% NEW
241 SMH VANECK ETF TRUST 606 $218K 0.04% NEW
242 ISTB ISHARES TR 4,379 $213K 0.04% NEW
243 VUSB VANGUARD BD INDEX FDS 4,245 $212K 0.04% NEW
244 XYL XYLEM INC Industrials 1,529 $208K 0.04% NEW
245 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 850 $206K 0.04% NEW
246 SE SEA LTD Consumer Cyclical 1,611 $206K 0.04% NEW
247 OKE ONEOK INC NEW Energy 2,766 $203K 0.04% NEW
248 GDX VANECK ETF TRUST 2,356 $202K 0.04% NEW
249 MGA MAGNA INTL INC Consumer Cyclical 3,754 $200K 0.04% NEW
250 PATH UIPATH INC Technology 11,685 $192K 0.04% NEW
251 VOD VODAFONE GROUP PLC NEW Communication Services 11,231 $148K 0.03% NEW
252 BSM BLACK STONE MINERALS L P Energy 10,650 $142K 0.03% NEW
253 KRP KIMBELL RTY PARTNERS LP Energy 10,500 $123K 0.03% NEW
254 CLNE CLEAN ENERGY FUELS CORP Energy 46,271 $97K 0.02% NEW
Sector Allocation
Technology 41.8%
Industrials 10.3%
Financial Services 9.9%
Consumer Cyclical 9.7%
Healthcare 8.0%
Communication Services 7.5%
Consumer Defensive 5.0%
Utilities 3.0%
Energy 2.4%
Basic Materials 1.5%