Thompson David Blair — 13F holdings

Thompson David Blair reported 212 holdings worth $200M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $6.09M (3.0%)
2. BRK.A BERKSHIRE HATHAWAY INC DEL — $5.99M (3.0%)
3. AMZN AMAZON COM INC — $5.03M (2.5%)
4. SPY SPDR S&P 500 ETF TR — $4.70M (2.4%)
5. AVGO BROADCOM INC — $4.17M (2.1%)
6. GOOGL ALPHABET INC — $4.16M (2.1%)
7. FCX FREEPORT-MCMORAN INC — $3.68M (1.8%)
8. AIQ GLOBAL X FDS — $3.32M (1.7%)
9. GDXJ VANECK ETF TRUST — $3.32M (1.7%)
10. IVV ISHARES TR — $3.07M (1.5%)