Telos Capital Management, Inc. — 13F holdings

Telos Capital Management, Inc. reported 201 holdings worth $1.13B in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. AAPL APPLE INC — $64.4M (5.7%)
2. VTI VANGUARD INDEX FDS — $40.7M (3.6%)
3. QCOM QUALCOMM INC — $32.0M (2.8%)
4. GOOGL ALPHABET INC — $31.2M (2.7%)
5. VEU VANGUARD INTL EQUITY INDEX F — $30.1M (2.7%)
6. PANW PALO ALTO NETWORKS INC — $29.0M (2.6%)
7. MS Morgan Stanley — $26.4M (2.3%)
8. VEA VANGUARD TAX-MANAGED FDS — $22.5M (2.0%)
9. HD HOME DEPOT INC — $22.4M (2.0%)
10. AMZN AMAZON COM INC — $21.5M (1.9%)