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HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
+11.81%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$771M
AUM Growth
+$84.5M
Cap. Flow
+$9.53M
Cap. Flow %
1.24%
Top 10 Hldgs %
74.18%
Holding
110
New
14
Increased
36
Reduced
49
Closed
5

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.49M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$894K

Top Sells

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.09M
2
INTC icon
Intel
INTC
+$1M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$952K
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$687K
5
SLV icon
iShares Silver Trust
SLV
+$467K

Sector Composition

Rank Sector Weight
1 Technology 3.44%
2 Healthcare 1.22%
3 Consumer Discretionary 0.67%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$331B
$809K 0.11%
2,295
+7
+0.3% +$2.28K
NVO
52
Novo Nordisk
NVO
$208B
$763K 0.1%
15,921
-481
-3% -$20.7K
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.36T
$741K 0.1%
2,098
-9
-0.4% -$3.22K
CAT icon
54
Caterpillar
CAT
$375B
$720K 0.09%
676
+2
+0.3% +$1.76K
QCOM icon
55
Qualcomm
QCOM
$155B
$702K 0.09%
3,796
+18
+0.5% +$3.37K
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$693K 0.09%
8,604
-1,404
-14% -$109K
INTC icon
57
Intel
INTC
$455B
$646K 0.08%
4,625
-9,900
-68% -$1M
GLD icon
58
SPDR Gold Trust
GLD
$131B
$644K 0.08%
1,748
– –
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.3B
$624K 0.08%
7,096
+50
+0.7% +$4.38K
SPYX icon
60
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$608K 0.08%
9,947
-382
-4% -$22.7K
CSCO icon
61
Cisco
CSCO
$457B
$601K 0.08%
5,118
+86
+2% +$8.99K
TXN icon
62
Texas Instruments
TXN
$252B
$586K 0.08%
1,964
+27
+1% +$7.49K
SLV icon
63
iShares Silver Trust
SLV
$28B
$569K 0.07%
10,636
-7,041
-40% -$467K
SCHH icon
64
Schwab US REIT ETF
SCHH
$11.5B
$563K 0.07%
23,789
-25
-0.1% -$583
MCD icon
65
McDonald's
MCD
$192B
$522K 0.07%
1,932
-37
-2% -$10.6K
IYW icon
66
iShares US Technology ETF
IYW
$23.6B
$463K 0.06%
1,834
– –
MCK icon
67
McKesson
MCK
$100B
$457K 0.06%
+605
New +$480K
PM icon
68
Philip Morris
PM
$297B
$453K 0.06%
2,505
-82
-3% -$14.2K
MRK icon
69
Merck
MRK
$322B
$435K 0.06%
3,385
+107
+3% +$12.5K
IBM icon
70
IBM
IBM
$211B
$431K 0.06%
1,533
+2
+0.1% +$504
AMAT icon
71
Applied Materials
AMAT
$403B
$425K 0.06%
+587
New +$271K
JPM icon
72
JPMorgan Chase
JPM
$935B
$418K 0.05%
1,277
+3
+0.2% +$932
PAYX icon
73
Paychex
PAYX
$41.6B
$382K 0.05%
3,888
-63
-2% -$5.96K
TOST icon
74
Toast
TOST
$18.7B
$373K 0.05%
13,396
– –
QQQ icon
75
Invesco QQQ Trust
QQQ
$453B
$344K 0.04%
467
-64
-12% -$44K
1 2
3
4 5

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CCA
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PGA
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SC
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PA
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BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
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PC
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Human Investing's Q2 2026 Portfolio in Review

As of Q2 2026, Human Investing held 110 positions worth $771M, up 12% from $687M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q2 2026 filing shows 14 new, 36 increased, 49 reduced and 5 closed positions. Its largest new stake was McKesson: 605 shares worth $457K. The largest sale was iShares Core MSCI International Developed Markets ETF, an estimated $1.09M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q2 2026 buy was McKesson: 605 shares worth $457K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $5.49M increase.
  • Human Investing's biggest Q2 2026 reduction was Intel, cutting an estimated $1M.
  • Human Investing fully exited iShares Core MSCI International Developed Markets ETF in Q2 2026, selling an estimated $1.09M.
  • Human Investing's ten largest holdings make up 74% of its $771M portfolio in Q2 2026.
  • Human Investing opened 14 new positions and closed 5 in Q2 2026.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $771M.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.