§ 13F · FUND PROFILE
Hedeker Wealth, LLC.
AUM · $524M (13F)Positions · 92Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 73K | $28M | 5.3% | −23% |
| 2 | MSFT | MICROSOFT CORP | 55K | $21M | 3.9% | +7% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 171K | $20M | 3.8% | −21% |
| 4 | COHR | COHERENT CORP | 50K | $20M | 3.8% | −19% |
| 5 | NVDA | NVIDIA CORPORATION | 93K | $19M | 3.6% | −2% |
| 6 | ASML | ASML HLDG NV | 9K | $18M | 3.4% | −1% |
| 7 | AAPL | APPLE INC | 61K | $18M | 3.4% | ±0% |
| 8 | GOOGL | ALPHABET INC | 49K | $18M | 3.4% | −1% |
| 9 | AMZN | AMAZON COM INC | 72K | $17M | 3.3% | ±0% |
| 10 | GOOG | ALPHABET INC | 48K | $17M | 3.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEDEKER SIGNAL
AC read
Hedeker Wealth, LLC is a Other fund managing $524 million in assets. The fund runs a portfolio of 92 positions.
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