§ 13F · FUND PROFILE
Notis-McConarty Edward.
AUM · $231M (13F)Positions · 167Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$219K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | 24K | $9M | 3.8% | −52% |
| 2 | AAPL | APPLE | 24K | $7M | 3.0% | −51% |
| 3 | NVDA | NVIDIA CORP | 35K | $7M | 3.0% | −51% |
| 4 | AMD | ADVANCED MICRO DEVICES | 10K | $6M | 2.6% | −52% |
| 5 | GOOGL | ALPHABET INC CL A | 17K | $6M | 2.6% | — |
| 6 | AMD | ADVANCED MICRO DEVICES | 10K | $6M | 2.5% | — |
| 7 | NVDA | NVIDIA CORP | 27K | $5M | 2.3% | — |
| 8 | AMAT | APPLIED MATERIAL | 7K | $5M | 2.3% | −50% |
| 9 | ADI | ANALOG DEVICES | 13K | $5M | 2.2% | −52% |
| 10 | MSFT | MICROSOFT | 13K | $5M | 2.2% | −49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOTIS-MCCONARTY SIGNAL
AC read
Notis-McConarty Edward is a Other fund managing $231 million in assets. The fund runs a portfolio of 167 positions.
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