VALICENTI ADVISORY SERVICES INC — 13F holdings

VALICENTI ADVISORY SERVICES INC reported 81 holdings worth $531M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. SCHX SCHWAB STRATEGIC TR — $42.0M (7.9%)
2. AAPL APPLE INC — $35.3M (6.7%)
3. AMD ADVANCED MICRO DEVICES INC — $28.4M (5.4%)
4. MSFT MICROSOFT CORP — $28.2M (5.3%)
5. AMZN AMAZON COM INC — $27.1M (5.1%)
6. GOOGL ALPHABET INC — $23.2M (4.4%)
7. JQUA J P MORGAN EXCHANGE TRADED F — $21.5M (4.1%)
8. GLW Corning Inc — $17.7M (3.3%)
9. SCHB SCHWAB STRATEGIC TR — $17.6M (3.3%)
10. JPM JPMORGAN CHASE & CO. — $17.2M (3.2%)