1015 Capital Partners, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$102.9M
Q ending 2026-03-31
Prior quarter
$101.8M
Q ending 2025-12-31
Change
+1.0% QoQ
Positions
597
reported holdings

Largest positions

Top 100 of 597 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares Core S&P 500 EtfIVVShares$9.4M14K
Ishares Core S&P Mid-Cap EtfIJHShares$7.6M113K
Vanguard Total Stock Market EtfVTIShares$5.6M17K
Nvidia Corporation ComNVDAShares$4.7M27K
Ishares Short-Term National Muni BSUBShares$3.7M35K
Ishares Core S&P Small Cap EtfIJRShares$3.7M30K
Ishares 1-3 Year Treasury Bond EtfSHYShares$2.7M33K
State Street Spdr S&P 500 EtfSPYShares$2.6M4K
Vanguard High Dividend Yield IndexVYMShares$2.6M17K
Ishares Msci Eafe EtfEFAShares$2.2M22K
Jpmorgan Municipal EtfJMUBShares$2.2M43K
Jpmorgan International Research EnJIREShares$2.1M27K
Ishares Core Msci Eafe EtfIEFAShares$2.0M22K
State Street Spdr S&P Dividend EtfSDYShares$2.0M13K
Ishares Esg Msci Kld 400 EtfDSIShares$1.7M14K
Ishares National Muni Bond EtfMUBShares$1.7M16K
Apple Inc ComAAPLShares$1.7M7K
State Street Technology Select SecXLKShares$1.6M12K
Alphabet Inc Cap Stk Cl AGOOGLShares$1.6M5K
Microsoft Corp ComMSFTShares$1.3M4K
Amazon Com Inc ComAMZNShares$1.3M6K
State Street Spdr Bloomberg High YJNKShares$1.2M13K
Invesco Qqq Trust Series IQQQShares$1.1M2K
Costco Wholesale Corporation ComCOSTShares$988K992
Advanced Micro Devices Inc ComAMDShares$965K5K
Ishares Core U.S. Aggregate Bond EAGGShares$946K10K
Ishares Msci Emerging Markets Ex CEMXCShares$848K11K
Vanguard Ftse Emerging Markets EtfVWOShares$832K15K
Vanguard Health Care EtfVHTShares$820K3K
Jpmorgan Active Bond EtfJBNDShares$818K15K
Pgim Jennison Focused Growth EtfPJFGShares$761K8K
Jpmorgan Chase & Co ComJPMShares$742K3K
Visa Inc Com Cl AVShares$713K2K
Jpmorgan Core Plus Bond EtfJCPBShares$659K14K
Eli Lilly & Co ComLLYShares$634K689
Illinois Tool Wks Inc ComITWShares$613K2K
Fidelity Enhanced Mid Cap EtfFMDEShares$584K16K
Vanguard Core Bond EtfVCRBShares$532K7K
Dimensional U.S. Small Cap EtfDFASShares$512K7K
Vanguard Consumer Discretionary EtVCRShares$471K1K
Micron Technology Inc ComMUShares$469K1K
Unitedhealth Group Inc ComUNHShares$456K2K
Deere & Co ComDEShares$456K809
Eaton Corp Plc ShsShares$446K1K
Coca Cola Co ComKOShares$414K5K
Jpmorgan Ultra-Short Municipal IncJMSTShares$392K8K
Johnson & Johnson ComJNJShares$383K2K
Procter & Gamble Co ComPGShares$382K3K
Amgen Inc ComAMGNShares$378K1K
Exxon Mobil Corp ComXOMShares$367K2K
Walmart Inc ComWMTShares$362K3K
Oreilly Automotive Inc ComORLYShares$357K4K
S&P Global Inc ComSPGIShares$351K826
Ge Aerospace Com NewGEShares$342K1K
Microchip Technology Inc. ComMCHPShares$341K5K
Servicenow Inc ComNOWShares$325K3K
Ishares S&P Gsci Commodity IndexedGSGShares$319K10K
Trane Technologies Plc ShsShares$319K766
Abbvie Inc ComABBVShares$318K1K
Aflac Inc ComAFLShares$318K3K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$317K661
Janus Henderson Small/Mid Cap GrowJSMDShares$315K4K
Abbott Laboratories ComABTShares$310K3K
Lowes Cos Inc ComLOWShares$307K1K
Fidelity Enhanced Emerging MarketsFEMRShares$304K9K
Broadcom Inc ComAVGOShares$304K981
Automatic Data Processing Inc ComADPShares$295K1K
Texas Instrs Inc ComTXNShares$292K2K
Vanguard Real Estate EtfVNQShares$290K3K
Ishares Core Msci Emerging MarketsIEMGShares$289K4K
Netflix Inc. ComNFLXShares$286K3K
Kla Corp Com NewKLACShares$281K191
Valero Energy Corp ComVLOShares$277K1K
Equinix Inc ComEQIXShares$274K280
Marsh & Mclennan Cos Inc ComMRSHShares$272K2K
Meta Platforms Inc Cl AMETAShares$260K454
Nextera Energy Inc ComNEEShares$254K3K
Home Depot Inc ComHDShares$251K763
Mastercard Incorporated Cl AMAShares$243K487
Lam Research Corp Com NewLRCXShares$239K1K
Philip Morris Intl Inc ComPMShares$233K1K
Tesla Inc ComTSLAShares$226K609
Chevron Corporation ComCVXShares$225K1K
Mondelez Intl Inc Cl AMDLZShares$212K4K
Booking Holdings Inc ComBKNGShares$202K48
Pepsico Inc ComPEPShares$202K1K
Goldman Sachs Group Inc ComGSShares$201K238
Rtx Corporation ComRTXShares$201K1K
Intuit ComINTUShares$198K458
Analog Devices Inc ComADIShares$195K613
Honeywell Intl Inc ComHONGBPShares$193K853
Constellation Energy Corp ComCEGShares$188K672
Air Products And Chemicals Inc ComAPDShares$186K641
Ge Vernova Inc ComGEVShares$185K212
Csx Corp ComCSXShares$180K4K
Palantir Technologies Inc Cl APLTRShares$179K1K
Baker Hughes Company Cl ABKRShares$171K3K
Mcdonalds Corp ComMCDShares$169K543
Caterpillar Inc ComCATShares$169K238
International Business Machs ComIBMShares$166K685

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.