Lazari Capital Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$287.5M
Q ending 2026-03-31
Prior quarter
$297.7M
Q ending 2025-12-31
Change
-3.4% QoQ · +17.5% YoY
Positions
175
reported holdings
Largest positions
Top 100 of 175 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $38.2M | 151K |
| Meta Platforms Inc | META | Shares | $18.4M | 32K |
| Nvidia Corporation | NVDA | Shares | $16.3M | 94K |
| Amazon Com Inc | AMZN | Shares | $15.4M | 74K |
| Alphabet Inc | GOOGL | Shares | $15.3M | 53K |
| Uber Technologies Inc | UBER | Shares | $13.5M | 187K |
| Bp Plc | BP | Shares | $8.8M | 187K |
| Tesla Inc | TSLA | Shares | $8.3M | 22K |
| Boeing Co | BA | Shares | $6.7M | 34K |
| Microsoft Corp | MSFT | Shares | $6.5M | 18K |
| Verizon Communications Inc | VZ | Shares | $5.4M | 107K |
| Disney Walt Co | DIS | Shares | $5.1M | 53K |
| Bank America Corp | BAC | Shares | $4.4M | 90K |
| Advanced Micro Devices Inc | AMD | Shares | $4.3M | 21K |
| Netflix Inc. | NFLX | Shares | $4.0M | 42K |
| Abbvie Inc | ABBV | Shares | $3.5M | 16K |
| Vanguard Index Fds | VTI | Shares | $3.3M | 10K |
| Broadcom Inc | AVGO | Shares | $3.3M | 11K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $2.5M | 9K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Sempra | SRE | Shares | $2.4M | 24K |
| Unitedhealth Group Inc | UNH | Shares | $2.4M | 9K |
| Ishares Tr | STIP | Shares | $2.2M | 21K |
| Vanguard World Fd | MGK | Shares | $2.1M | 6K |
| Ishares Tr | AGG | Shares | $1.9M | 19K |
| Boeing Co | BA 6 10/15/27 | Shares | $1.9M | 29K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| Ishares Tr | IVV | Shares | $1.8M | 3K |
| Pfizer Inc | PFE | Shares | $1.8M | 65K |
| Visa Inc | V | Shares | $1.8M | 6K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Conocophillips | COP | Shares | $1.6M | 12K |
| At&T Inc | T | Shares | $1.6M | 55K |
| Starbucks Corp | SBUX | Shares | $1.6M | 18K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Wells Fargo & Co | WFC | Shares | $1.5M | 19K |
| Vanguard Whitehall Fds | VYM | Shares | $1.5M | 10K |
| Chevron Corporation | CVX | Shares | $1.4M | 7K |
| American Express Co | AXP | Shares | $1.4M | 4K |
| Select Sector Spdr Tr | XLE | Shares | $1.4M | 22K |
| Devon Energy Corp New | DVN | Shares | $1.4M | 27K |
| Altria Group Inc | MO | Shares | $1.2M | 18K |
| Citigroup Inc | C | Shares | $1.2M | 11K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Ares Capital Corp | ARCC | Shares | $1.1M | 61K |
| Wynn Resorts Ltd | WYNN | Shares | $1.1M | 11K |
| Eli Lilly & Co | LLY | Shares | $1.0M | 1K |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.0M | 8K |
| Goldman Sachs Group Inc | GS | Shares | $1.0M | 1K |
| Alphabet Inc | GOOG | Shares | $1.0M | 4K |
| Bristol-Myers Squibb Co | BMY | Shares | $999K | 16K |
| Servicetitan Inc | TTAN | Shares | $976K | 15K |
| Salesforce Inc | CRM | Shares | $928K | 5K |
| Caterpillar Inc | CAT | Shares | $898K | 1K |
| Bloom Energy Corp | BE | Shares | $880K | 6K |
| Mastercard Incorporated | MA | Shares | $876K | 2K |
| Ishares Tr | IEFA | Shares | $876K | 10K |
| Targa Res Corp | TRGP | Shares | $869K | 3K |
| Rtx Corporation | RTX | Shares | $866K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $803K | 2K |
| Diageo Plc | DEO | Shares | $783K | 11K |
| Direxion Shares Etf Trust | SPXS | Shares | $781K | 19K |
| Amgen Inc | AMGN | Shares | $773K | 2K |
| Morgan Stanley | MS | Shares | $761K | 5K |
| Marriott Intl Inc New | MAR | Shares | $751K | 2K |
| Vanguard Index Fds | VOO | Shares | $736K | 1K |
| Ishares Tr | IJR | Shares | $734K | 6K |
| Vulcan Matls Co | VMC | Shares | $728K | 3K |
| Gsk Plc | GSK | Shares | $725K | 13K |
| Mesoblast Ltd | MESO | Shares | $709K | 46K |
| Ishares Tr | IGSB | Shares | $700K | 13K |
| Occidental Pete Corp | OXY | Shares | $687K | 11K |
| Merck & Co Inc | MRK | Shares | $682K | 6K |
| Ge Aerospace | GE | Shares | $671K | 2K |
| Ishares Tr | LQD | Shares | $659K | 6K |
| Shopify Inc | SHOP | Shares | $634K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $614K | 2K |
| Vanguard Wellington Fd | VFMO | Shares | $608K | 3K |
| Mcdonalds Corp | MCD | Shares | $605K | 2K |
| Ford Mtr Co | F | Shares | $601K | 52K |
| Schwab Charles Corp | SCHW | Shares | $589K | 6K |
| Home Depot Inc | HD | Shares | $587K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $559K | 4K |
| Paypal Hldgs Inc | PYPL | Shares | $539K | 12K |
| Dimensional Etf Trust | DFSV | Shares | $522K | 15K |
| Asml Hldg Nv | Shares | $519K | 393 | |
| Lam Research Corp | LRCX | Shares | $518K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $503K | 7K |
| Ge Vernova Inc | GEV | Shares | $496K | 568 |
| Simon Ppty Group Inc New | SPG | Shares | $492K | 3K |
| Fiserv Inc | FISV | Shares | $477K | 9K |
| Vodafone Group Plc | VOD | Shares | $475K | 32K |
| Cvb Finl Corp | CVBF | Shares | $473K | 24K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $468K | 12K |
| Vanguard World Fd | VHT | Shares | $464K | 2K |
| Ishares Tr | IYE | Shares | $450K | 7K |
| Mckesson Corp | MCK | Shares | $417K | 482 |
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.