August Group Capital Ltd

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

Reported value
$86.1M
Q ending 2026-03-31
Prior quarter
$90.1M
Q ending 2025-12-31
Change
-4.4% QoQ
Positions
93
reported holdings

Largest positions

All 93 reported positions, 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
Blackrock Etf Trust IiCLOAShares$16.4M316K
Vanguard Index FdsVOOShares$7.6M13K
Nvidia CorporationNVDAShares$4.9M28K
Apple IncAAPLShares$4.0M16K
Microsoft CorpMSFTShares$2.9M8K
Alphabet IncGOOGLShares$2.5M9K
Amazon Com IncAMZNShares$2.4M12K
Select Sector Spdr TrXLKShares$1.6M12K
Draftkings Inc NewDKNGShares$1.5M71K
Broadcom IncAVGOShares$1.5M5K
Jpmorgan Chase & CoJPMShares$1.5M5K
Invesco Exchange Traded Fd TRSPShares$1.4M7K
Caterpillar IncCATShares$1.4M2K
Meta Platforms IncMETAShares$1.3M2K
Exxon Mobil CorpXOMShares$1.3M8K
Spdr Gold TrGLDShares$1.2M3K
Tesla IncTSLAShares$1.2M3K
State Str Spdr S&P 500 Etf TSPYShares$1.1M2K
Alphabet IncGOOGShares$1.1M4K
Invesco Qqq TrQQQShares$1.1M2K
Select Sector Spdr TrXLEShares$1.0M17K
Mastercard IncorporatedMAShares$943K2K
Schwab Strategic TrSCHDShares$864K28K
Berkshire Hathaway Inc DelBRK/BShares$830K2K
Eli Lilly & CoLLYShares$785K853
Abbvie IncABBVShares$774K4K
Vanguard Intl Equity Index FVTShares$773K6K
Johnson & JohnsonJNJShares$722K3K
Walmart IncWMTShares$700K6K
Ishares TrIJRShares$699K6K
United Rentals IncURIShares$627K861
Ishares TrIJKShares$621K6K
Costco Wholesale CorporationCOSTShares$611K614
Northrop Grumman CorpNOCShares$587K861
Rtx CorporationRTXShares$502K3K
Asml Hldg NvShares$466K353
Suncor Energy Inc NewSUShares$457K7K
Ishares TrIEFAShares$445K5K
Ishares TrIJHShares$441K7K
Royal Bk CdaRYShares$439K3K
Ishares TrIVVShares$435K666
Netflix Inc.NFLXShares$404K4K
Chevron CorporationCVXShares$395K2K
Vanguard Index FdsVBShares$393K2K
Airbnb IncABNBShares$392K3K
Astrazeneca PlcShares$389K2K
Newmont CorpNEMShares$386K4K
Ishares Silver TrSLVShares$368K5K
Merck & Co IncMRKShares$367K3K
Cisco Sys IncCSCOShares$359K5K
Visa IncVShares$356K1K
Oreilly Automotive IncORLYShares$354K4K
Micron Technology IncMUShares$353K1K
Amphenol CorpAPHShares$339K3K
Ishares TrIYHShares$335K5K
Coca Cola CoKOShares$323K4K
Agnico Eagle Mines LtdAEMShares$312K2K
At&T IncTShares$310K11K
Novartis AgNVSShares$301K2K
Mcdonalds CorpMCDShares$297K957
Chubb Ltd SwitzShares$295K905
Goldman Sachs Group IncGSShares$288K341
Ishares TrUSMVShares$288K3K
Palantir Technologies IncPLTRShares$288K2K
Home Depot IncHDShares$286K872
Morgan StanleyMSShares$286K2K
Hsbc Hldgs PlcHSBCShares$273K3K
Advanced Micro Devices IncAMDShares$271K1K
Nextera Energy IncNEEShares$270K3K
Applied Matls IncAMATShares$268K784
Williams Cos IncWMBShares$256K4K
Citigroup IncCShares$251K2K
Ge AerospaceGEShares$250K881
Tjx Cos Inc NewTJXShares$249K2K
Wells Fargo & CoWFCShares$247K3K
Vanguard Index FdsVOShares$244K849
Ishares Bitcoin Trust EtfIBITShares$242K6K
Procter & Gamble CoPGShares$240K2K
Oracle CorpORCLShares$238K2K
First Tr Exchange-Traded FdFDNShares$234K1K
Shell PlcSHELShares$225K2K
Deere & CoDEShares$216K385
Philip Morris Intl IncPMShares$210K1K
Lowes Cos IncLOWShares$210K888
Unitedhealth Group IncUNHShares$209K773
Parker-Hannifin CorpPHShares$204K228
Taiwan Semiconductor ManufacTSMShares$201K596
Honeywell Intl IncHONGBPShares$201K892
Eaton Corp PlcShares$201K563
Banco Santander SaSANShares$162K14K
Mizuho Financial Group IncMFGShares$107K13K
Algonquin Power & UtilitiesAQNShares$95K16K
Lloyds Banking Group PlcLYGShares$73K14K

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.