Maloon Powers Pitre Higgins & Dennehy, LLC
Maloon Powers Pitre Higgins & Dennehy, LLC reported 147 US-listed holdings worth $291.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Apple Inc. (12.7%), Technology Select Sector SPDR ETF (6.7%) and Vanguard Specialized Funds (6.3%).
Reported holdings$291.0M
Positions147
The largest ten48.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
The 14 largest of its 147 positions, each sized by its share of the reported holdings.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Apple Inc. AAPL | 127.3K | $36.8 million | 12.66% | |
| Technology Select Sector SPDR ETF XLK | 102.1K | $19.5 million | 6.69% | |
| Vanguard Specialized Funds VIG | 77.5K | $18.3 million | 6.30% | |
| Vanguard Instl Index FD VBIL | 189.2K | $14.3 million | 4.92% | |
| iShares Trust IWF | 86.5K | $10.7 million | 3.69% | |
| SPDR Ser Trust XAR | 35.5K | $10.1 million | 3.47% | |
| Vanguard Whitehall FDS VYM | 51.9K | $8.2 million | 2.82% | |
| Oracle Corp. ORCL | 53.4K | $7.8 million | 2.69% | |
| iShares Russell 1000 Value Inde IWD | 31.7K | $7.7 million | 2.64% | |
| SPDR S&P 500 SPY | 9.0K | $6.7 million | 2.32% | |
| Microsoft Corp. MSFT | 18.0K | $6.7 million | 2.31% | |
| Meta Platforms, Inc. META | 11.0K | $6.2 million | 2.13% | |
| Select Sector SPDR Trust XLU | 119.5K | $5.4 million | 1.86% | |
| iShares Trust EFA | 47.5K | $4.9 million | 1.70% | |
| Vanguard Ftse Developed Markets VEA | 67.8K | $4.8 million | 1.66% | |
| Costco Wholesale Corp. COST | 4.7K | $4.4 million | 1.50% | |
| Vanguard Value ETF VTV | 17.9K | $3.9 million | 1.34% | |
| California Bancorp BCAL | 170.4K | $3.6 million | 1.22% | |
| Vanguard S&P 500 VOO | 5.1K | $3.5 million | 1.21% | |
| iShares Select Dividend ETF DVY | 20.7K | $3.2 million | 1.11% | |
| Amazon.com Inc. AMZN | 13.0K | $3.1 million | 1.07% | |
| NVIDIA Corp. NVDA | 15.5K | $3.1 million | 1.06% | |
| Berkshire Hathaway Inc. Class B BRKB | 6.1K | $3.1 million | 1.06% | |
| iShares Core S&P Mid-Cap ETF IJH | 39.7K | $3.1 million | 1.05% | |
| Tesla, Inc. TSLA | 6.4K | $2.7 million | 0.93% | |
| Chevron Corp. CVX | 16.2K | $2.7 million | 0.92% | |
| Cisco Systems, Inc. CSCO | 22.6K | $2.7 million | 0.91% | |
| Quanta Services, Inc. PWR | 3.2K | $2.3 million | 0.80% | |
| Visa Inc. V | 6.7K | $2.3 million | 0.78% | |
| SPDR Dow Jones Indl Average DIA | 4.1K | $2.2 million | 0.74% | |
| Johnson & Johnson JNJ | 8.2K | $2.1 million | 0.72% | |
| AT&T Inc. T | 96.4K | $2.0 million | 0.69% | |
| JPMorgan Chase & Co. JPM | 5.9K | $1.9 million | 0.66% | |
| iShares Trust IYW | 7.2K | $1.8 million | 0.63% | |
| Wells Fargo & Company WFC | 20.9K | $1.7 million | 0.59% | |
| iShares Trust IXN | 4.6K | $1.7 million | 0.58% | |
| Vanguard Mid Cap Index ETF VO | 21.0K | $1.7 million | 0.58% | |
| Vanguard Growth ETF VUG | 19.0K | $1.6 million | 0.56% | |
| iShares Trust CMF | 27.5K | $1.6 million | 0.54% | |
| Vaneck ETF Trust NLR | 13.6K | $1.6 million | 0.54% | |
| Applied Materials Inc. AMAT | 2.1K | $1.6 million | 0.53% | |
| iShares Core S&P Small-Cap ETF IJR | 10.4K | $1.5 million | 0.53% | |
| Vanguard World FD VGT | 12.5K | $1.5 million | 0.51% | |
| Bank of America Corp. BAC | 25.3K | $1.4 million | 0.50% | |
| iShares Russell Mid-Cap Growth ETF IWP | 9.8K | $1.4 million | 0.49% | |
| iShares Trust EFV | 18.2K | $1.4 million | 0.48% | |
| Verizon Communications Inc. VZ | 29.8K | $1.3 million | 0.43% | |
| iShares Inc. EMXC | 12.2K | $1.3 million | 0.43% | |
| iShares Trust ITA | 5.0K | $1.2 million | 0.42% | |
| Vanguard Instl Index FD VGUS | 15.1K | $1.1 million | 0.39% | |
| Advanced Micro Devices Inc. AMD | 2.0K | $1.1 million | 0.39% | |
| Schwab Fundamental Internationa FNDF | 21.0K | $1.1 million | 0.38% | |
| Eli Lilly & Co. LLY | 908 | $1.1 million | 0.37% | |
| Home Depot, Inc. HD | 2.8K | $994,534 | 0.34% | |
| AbbVie Inc. ABBV | 3.9K | $979,572 | 0.34% | |
| Schwab Strategic Trust SCHD | 30.5K | $966,304 | 0.33% | |
| Qualcomm Inc. QCOM | 5.1K | $949,264 | 0.33% | |
| iShares Trust DSI | 6.6K | $941,568 | 0.32% | |
| iShares Trust IWB | 2.3K | $941,441 | 0.32% | |
| Merck & Co., Inc. MRK | 6.9K | $882,161 | 0.30% | |
| Vanguard Intermed Term Bond ETF BIV | 11.3K | $868,538 | 0.30% | |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 1.8K | $863,925 | 0.30% | |
| Financial Select Sector SPDR ETF XLF | 15.6K | $838,710 | 0.29% | |
| SPDR S&P Dividend ETF SDY | 5.4K | $814,351 | 0.28% | |
| Vanguard World FD VPU | 4.1K | $807,071 | 0.28% | |
| Berkshire Hathaway Inc. Del | 1 | $748,850 | 0.26% | |
| Select Sector SPDR Trust XLP | 8.7K | $720,938 | 0.25% | |
| iShares Trust IWS | 4.2K | $686,353 | 0.24% | |
| ROSS Stores, Inc. ROST | 3.2K | $681,321 | 0.23% | |
| Analog Devices Inc. ADI | 1.7K | $676,859 | 0.23% | |
| American Electric Power Co. Inc. AEP | 4.9K | $669,642 | 0.23% | |
| Walt Disney Co. DIS | 6.8K | $651,058 | 0.22% | |
| Walmart Inc. WMT | 5.4K | $607,291 | 0.21% | |
| Paccar Inc. PCAR | 4.7K | $567,087 | 0.19% | |
| iShares Trust IWR | 5.1K | $563,741 | 0.19% | |
| iShares Trust IWO | 1.4K | $550,230 | 0.19% | |
| International Business Machines Corp. IBM | 1.9K | $546,566 | 0.19% | |
| Keysight Technologies, Inc. KEYS | 1.5K | $536,658 | 0.18% | |
| iShares Trust EFG | 4.3K | $528,848 | 0.18% | |
| McDonald's Corp. MCD | 1.9K | $511,116 | 0.18% | |
| Arthur J. Gallagher & Co. AJG | 2.2K | $508,957 | 0.17% | |
| Vanguard Star FDS VXUS | 5.9K | $507,819 | 0.17% | |
| KLA Corp. KLAC | 1.7K | $503,856 | 0.17% | |
| ExxonMobil Holdings Corp. XOM | 3.6K | $498,701 | 0.17% | |
| Vanguard Mega Cap Growth ETF MGK | 5.7K | $498,011 | 0.17% | |
| Intel Corp. INTC | 3.4K | $469,693 | 0.16% | |
| Palo Alto Networks Inc. PANW | 1.3K | $457,308 | 0.16% | |
| McKesson Corp. MCK | 602 | $454,872 | 0.16% | |
| American Water Works Company, Inc. AWK | 3.4K | $447,741 | 0.15% | |
| Schwab Strategic Trust SCHP | 16.5K | $438,051 | 0.15% | |
| Pg&E Corp. PCG | 25.6K | $430,394 | 0.15% | |
| Abbott Laboratories ABT | 4.7K | $422,502 | 0.15% | |
| Sprott Physical Gold & Silve CEF | 10.4K | $420,364 | 0.14% | |
| Warner Bros Discovery Inc. WBD | 15.7K | $419,149 | 0.14% | |
| iShares Trust IWX | 4.0K | $418,265 | 0.14% | |
| Schwab Strategic Trust SCHF | 14.9K | $413,280 | 0.14% | |
| Agilent Technologies, Inc. A | 3.1K | $412,305 | 0.14% | |
| Procter & Gamble Co. PG | 2.8K | $403,212 | 0.14% | |
| iShares Russell 2000 ETF IWM | 1.3K | $402,100 | 0.14% | |
| Arista Networks, Inc. ANET | 2.3K | $395,651 | 0.14% | |
| PepsiCo Inc. PEP | 2.9K | $392,166 | 0.13% | |
| Amgen Inc. AMGN | 1.1K | $389,726 | 0.13% | |
| Schwab Strategic Trust SCHA | 10.2K | $367,479 | 0.13% | |
| Gilead Sciences, Inc. GILD | 2.9K | $361,225 | 0.12% | |
| Vanguard ETF VAW | 4.5K | $359,137 | 0.12% | |
| iShares Silver Trust SLV | 6.6K | $350,389 | 0.12% | |
| Ford Motor Co. F | 24.8K | $344,871 | 0.12% | |
| Radian Group Inc. RDN | 9.0K | $339,030 | 0.12% | |
| iShares Core Dividend Growth DGRO | 4.5K | $337,866 | 0.12% | |
| Boeing Co. BA | 1.5K | $332,498 | 0.11% | |
| Emerson Electric Co. EMR | 2.3K | $331,822 | 0.11% | |
| Lam Research Corp. LRCX | 764 | $331,065 | 0.11% | |
| Broadcom Inc. AVGO | 869 | $328,316 | 0.11% | |
| Norfolk Southern Corp. NSC | 1.0K | $321,063 | 0.11% | |
| Vanguard Total Bond Market ETF BND | 4.3K | $318,678 | 0.11% | |
| Schwab Strategic Trust SCHG | 9.4K | $316,698 | 0.11% | |
| Waste Management Inc. WM | 1.4K | $312,936 | 0.11% | |
| iShares Core MSCI Eafe ETF IEFA | 3.2K | $309,072 | 0.11% | |
| IDEXX Laboratories Inc. IDXX | 576 | $303,230 | 0.10% | |
| Northrop Grumman Corp. NOC | 578 | $294,382 | 0.10% | |
| iShares Gold Trust IAU | 3.9K | $293,734 | 0.10% | |
| iShares Trust IWY | 982 | $285,295 | 0.10% | |
| General Electric Co. GE | 759 | $283,516 | 0.10% | |
| Palantir Technologies Inc. PLTR | 2.3K | $270,831 | 0.09% | |
| Vanguard World FD MGV | 1.7K | $270,674 | 0.09% | |
| Goldman Sachs Group Inc. GS | 265 | $268,290 | 0.09% | |
| Vanguard Ftse Emerging Markets VWO | 4.5K | $266,054 | 0.09% | |
| iShares Trust ITOT | 1.6K | $265,790 | 0.09% | |
| Edison International EIX | 3.4K | $250,503 | 0.09% | |
| BlackRock, Inc. BLK | 260 | $250,046 | 0.09% | |
| iShares Trust LQD | 2.2K | $237,156 | 0.08% | |
| Mettler Toledo International Inc. MTD | 183 | $233,785 | 0.08% | |
| Schwab US Mid-Cap ETF SCHM | 6.2K | $228,415 | 0.08% | |
| Pfizer Inc. PFE | 9.4K | $227,207 | 0.08% | |
| Everus Construction Group, Inc. ECG | 1.4K | $227,020 | 0.08% | |
| Loews Corp. L | 2.0K | $226,420 | 0.08% | |
| CME Group Inc. CME | 1.0K | $223,712 | 0.08% | |
| Coca-Cola Co. KO | 2.7K | $215,880 | 0.07% | |
| Bank of New York Mellon Corp. BNY | 1.5K | $214,023 | 0.07% | |
| Clorox Co. CLX | 2.2K | $213,417 | 0.07% | |
| Nuveen Virginia Qlty Muncpl NPV | 18.4K | $212,810 | 0.07% | |
| Schwab Strategic Trust SCHR | 8.5K | $210,523 | 0.07% | |
| Caterpillar Inc. CAT | 196 | $208,227 | 0.07% | |
| Vanguard FTSE All-World ex-US ETF VEU | 2.5K | $205,607 | 0.07% | |
| Vodafone Group Public Limited Company VOD | 15.4K | $203,450 | 0.07% | |
| iShares Trust EEM | 888 | $203,144 | 0.07% | |
| Union Pacific Corp. UNP | 741 | $201,485 | 0.07% |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.