SOMERVILLE KURT F — 13F holdings

SOMERVILLE KURT F reported 407 holdings worth $419M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $29.5M (7.1%)
2. GOOGL ALPHABET INC — $26.9M (6.4%)
3. NVDA NVIDIA CORPORATION — $23.5M (5.6%)
4. AAPL APPLE INC — $21.2M (5.1%)
5. ADI ANALOG DEVICES INC — $19.5M (4.7%)
6. AMAT APPLIED MATLS INC — $15.2M (3.6%)
7. JNJ Johnson & Johnson — $15.0M (3.6%)
8. AMZN AMAZON COM INC — $14.4M (3.4%)
9. MSFT MICROSOFT CORP — $14.1M (3.4%)
10. MA MASTERCARD INCORPORATED — $13.1M (3.1%)