OUTFITTERS FINANCIAL LLC — 13F holdings

OUTFITTERS FINANCIAL LLC reported 74 holdings worth $137M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. EPD ENTERPRISE PRODS PARTNERS L — $7.14M (5.2%)
  2. AMAT APPLIED MATLS INC — $6.55M (4.8%)
  3. AAPL APPLE INC — $5.58M (4.1%)
  4. NVT NVENT ELECTRIC PLC — $5.33M (3.9%)
  5. JPM JPMORGAN CHASE & CO. — $4.93M (3.6%)
  6. GOOGL ALPHABET INC — $4.44M (3.2%)
  7. AMZN AMAZON COM INC — $4.43M (3.2%)
  8. SCHA SCHWAB STRATEGIC TR — $4.36M (3.2%)
  9. META META PLATFORMS INC — $4.25M (3.1%)
  10. JNJ JOHNSON & JOHNSON — $3.88M (2.8%)