Bannerstone Capital Management, LLC — 13F holdings

Bannerstone Capital Management, LLC reported 113 holdings worth $119M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $5.98M (5.0%)
2. AAPL APPLE INC — $5.72M (4.8%)
3. LRCX LAM RESEARCH CORP — $4.80M (4.0%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.58M (3.8%)
5. GS GOLDMAN SACHS GROUP INC — $4.25M (3.6%)
6. PLTR PALANTIR TECHNOLOGIES INC — $3.56M (3.0%)
7. JPM JPMorgan Chase & Co. — $3.18M (2.7%)
8. FDS FACTSET RESH SYS INC — $3.16M (2.7%)
9. VRT VERTIV HOLDINGS CO — $2.90M (2.4%)
10. PWR QUANTA SVCS INC — $2.88M (2.4%)