CIK 1776290
Zhang Financial LLC
Institutional 13F holdings & portfolio
Holdings
339
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LCII | LCI INDS | 12K | $1M+ | SH |
| COST | COSTCO WHOLESALE | 2K | $1M+ | SH |
| CG | CARLYLE GROUP | 24K | $1M+ | SH |
| KAI | KADANT INC | 5K | $1M+ | SH |
| SPIB | SPDR PORTFOLIO | 41K | $1M+ | SH |
| SPSB | SPDR PORTFOLIO | 46K | $1M+ | SH |
| INTU | INTUIT INC | 2K | $1M+ | SH |
| IYW | ISHARES TECHNOLOGY | 6K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| BKMC | BNY MELLON | 11K | $1M+ | SH |
| BKAG | BNY MELLON | 29K | $1M+ | SH |
| SDY | SPDR SERIES | 9K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| MO | ALTRIA GROUP | 20K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| SHOP | SHOPIFY INC | 7K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TR | 50K | $1M+ | SH |
| IVE | ISHARES S&P | 5K | $1M+ | SH |
| MA | MASTERCARD INC | 2K | $1M+ | SH |
| SMH | VANECK VECTORS | 3K | $1M+ | SH |
| DIA | SPDR DOW | 2K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 5K | $1M+ | SH |
| IVOO | VANGUARD S&P | 9K | $1M+ | SH |
| BAC | BANK AMERICA | 19K | $1M+ | SH |
| F | FORD MOTOR | 79K | $1M+ | SH |
| IMAX | IMAX CORP | 28K | $1M+ | SH |
| CVX | CHEVRON CORP | 7K | $1M+ | SH |
| NEE | NEXTERA ENERGY | 12K | $500K+ | SH |
| VIS | VANGUARD INDUSTRIALS | 3K | $500K+ | SH |
| RTX | RAYTHEON TECHNOLOGIES | 5K | $500K+ | SH |
| SHY | ISHARES 1-3YR | 11K | $500K+ | SH |
| VEU | VANGUARD FTSE | 13K | $500K+ | SH |
| IWD | ISHARES RUSSELL | 4K | $500K+ | SH |
| SCHD | SCHWAB US | 32K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| DGRO | ISHARES CORE | 12K | $500K+ | SH |
| MDLZ | MONDELEZ INTERNATIONAL | 16K | $500K+ | SH |
| SKY | SKYLINE CHAMPION CORPORATION | 10K | $500K+ | SH |
| NUE | NUCOR CORP | 5K | $500K+ | SH |
| BSV | VANGUARD SHORT | 11K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| BCPC | BALCHEM CORP | 5K | $500K+ | SH |
| GE | GENERAL ELECTRIC | 2K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| ABT | ABBOTT LABORATORIES | 6K | $500K+ | SH |
| COF | CAPITAL ONE | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES | 4K | $500K+ | SH |
| ARES | ARES MANAGEMENT | 4K | $500K+ | SH |