ELLERSON GROUP INC /ADV — 13F holdings

ELLERSON GROUP INC /ADV reported 64 holdings worth $169M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $18.9M (11.1%)
2. AAPL APPLE INC — $11.5M (6.8%)
3. PLTR PALANTIR TECHNOLOGIES INC — $9.19M (5.4%)
4. GOOG ALPHABET INC — $8.39M (5.0%)
5. ASML ASML HOLDING N V — $8.33M (4.9%)
6. PANW PALO ALTO NETWORKS INC — $7.64M (4.5%)
7. PNFP PINNACLE FINL PARTNERS INC — $5.60M (3.3%)
8. QQQ Invesco Qqq Tr — $5.31M (3.1%)
9. ORCL ORACLE CORP — $5.18M (3.1%)
10. REGN REGENERON PHARMACEUTICALS — $5.16M (3.1%)