WILLIAM JOHN SEMPOLINSKI — 13F holdings

WILLIAM JOHN SEMPOLINSKI reported 104 holdings worth $259M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $56.4M (21.8%)
2. AAPL APPLE INC — $25.8M (10.0%)
3. TBUX T ROWE PRICE ETF INC — $17.1M (6.6%)
4. CGDV CAPITAL GROUP DIVIDEND VALUE — $10.0M (3.9%)
5. SGOV ISHARES TR — $9.57M (3.7%)
6. GOOGL ALPHABET INC — $7.58M (2.9%)
7. AMZN AMAZON COM INC — $6.46M (2.5%)
8. MSFT MICROSOFT CORP — $6.21M (2.4%)
9. QUAL ISHARES TR — $5.45M (2.1%)
10. MOAT VANECK ETF TRUST — $4.36M (1.7%)