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Latest JustInvest LLC Stock Portfolio

$12.19Billion | No. of Holdings #2238

JustInvest LLC Performance

2026 Q2+14.26%
YTD+10.17%
2025+16.23%

About JustInvest LLC and 13F Hedge Fund Stock Holdings

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vanguard Personalized Indexing Management, LLC reported an equity portfolio of $12.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Vanguard Personalized Indexing Management, LLC are NVDA, AAPL, GOOG. The fund has invested 6.3% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CARNIVAL CORP (CCL) and COTERRA ENERGY INC (CTRA) stocks. They significantly reduced their stock positions in COMMERCE.COM INC (BIGC), LIMINATUS PHARMA INC. and ISHARES TR (AGT). Vanguard Personalized Indexing Management, LLC opened new stock positions in HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and DUPONT DE NEMOURS INC (DD). The fund showed a lot of confidence in some stocks as they added substantially to T3 DEFENSE INC (NUKK), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (VAW).
JustInvest LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$12.19Billion
  as of Aug 11, 2026

JustInvest LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Vanguard Personalized Indexing Management, LLC made a return of 14.26% in the last quarter. In trailing 12 months, it's portfolio return was 21.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc9,966,910
honeywell aerospace inc9,811,970
carnival corp ltd4,500,800
fedex fght hldg co inc3,158,160
dupont de nemours inc3,020,020
New stocks bought by JustInvest LLC

Additions

Ticker% Inc.
carvana co439
the campbells company197
general mills inc163
berkshire hathaway inc del150
kt corp85.45
atlassian corporation71.21
brown & brown inc69.82
insulet corp65.17
Additions to existing portfolio by JustInvest LLC

Reductions

Ticker% Reduced
comcast corp new-34.95
paypal hldgs inc-24.2
autodesk inc-22.21
toyota motor corp-18.42
ulta beauty inc-18.3
pfizer inc-16.87
intuit-15.58
ingersoll rand inc-15.38
JustInvest LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by JustInvest LLC

Sector Distribution

Vanguard Personalized Indexing Management, LLC has about 33.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology33.9
Others10.2
Financial Services10.1
Industrials8.5
Consumer Cyclical8.5
Communication Services8.4
Healthcare8.3
Consumer Defensive4
Energy2.8
Utilities1.9
Real Estate1.7
Basic Materials1.6

Market Cap. Distribution

Vanguard Personalized Indexing Management, LLC has about 84.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP53
LARGE-CAP31.7
UNALLOCATED10.4
MID-CAP4.2

Stocks belong to which Index?

About 82.5% of the stocks held by Vanguard Personalized Indexing Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50078.9
Others17.5
RUSSELL 20003.6
Top 5 Winners (%)%
OTLK
outlook therapeutics inc
593.9 %
RXT
rackspace technology inc
493.1 %
astera labs inc
254.7 %
MU
micron technology inc
207.9 %
UMC
united microelectronics corp
192.0 %
Top 5 Winners ($)$
MU
micron technology inc
140.4 M
NVDA
nvidia corporation
97.4 M
AMD
advanced micro devices inc
91.7 M
AAPL
apple inc
85.9 M
GOOG
alphabet inc
83.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
SBS
companhia de saneamento basi
-71.2 %
VB
vanguard index fds
-69.5 %
CVNA
carvana co
-69.1 %
EDV
vanguard world fd
-65.7 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-18.9 M
NFLX
netflix inc.
-17.8 M
CVNA
carvana co
-12.2 M
CVX
chevron corporation
-9.7 M
PLTR
palantir technologies inc
-9.1 M

JustInvest LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JustInvest LLC

Vanguard Personalized Indexing Management, LLC has 2238 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Vanguard Personalized Indexing Management, LLC last quarter.

$10.85BTotal Value
500Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of JustInvest LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
JustInvest LLC's holding in Agnico Eagle Mines Ltd over time
0.03%22,168
$3.44M
0.03%
decreased 3.36 percentreduced