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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
TT icon
76
Trane Technologies
TT
$100B
$340K 0.04%
692
-20
-3% -$9.35K
TMO icon
77
Thermo Fisher Scientific
TMO
$213B
$336K 0.04%
671
+9
+1% +$4.32K
SCHF icon
78
Schwab International Equity ETF
SCHF
$66.6B
$321K 0.04%
11,594
-890
-7% -$24K
TSLA icon
79
Tesla
TSLA
$1.23T
$321K 0.04%
762
+50
+7% +$19.9K
KLAC icon
80
KLA
KLAC
$239B
$307K 0.04%
+1,017
New +$202K
DMXF icon
81
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$305K 0.04%
3,606
-1
-0% -$82
AMD icon
82
Advanced Micro Devices
AMD
$776B
$296K 0.04%
+509
New +$209K
SNDK
83
Sandisk
SNDK
$180B
$286K 0.04%
+126
New +$180K
IVW icon
84
iShares S&P 500 Growth ETF
IVW
$73.8B
$285K 0.04%
2,074
-75
-3% -$9.9K
HPQ icon
85
HP
HPQ
$24.9B
$282K 0.04%
12,861
-231
-2% -$5.11K
ABT icon
86
Abbott
ABT
$183B
$281K 0.04%
3,095
-151
-5% -$13.8K
SBUX icon
87
Starbucks
SBUX
$120B
$263K 0.03%
2,571
-73
-3% -$7.35K
SCHM icon
88
Schwab US Mid-Cap ETF
SCHM
$14.5B
$258K 0.03%
6,986
-230
-3% -$7.92K
COF icon
89
Capital One
COF
$128B
$256K 0.03%
1,274
+43
+3% +$8.23K
WDC icon
90
Western Digital
WDC
$188B
$252K 0.03%
+394
New +$192K
ORCL icon
91
Oracle
ORCL
$374B
$245K 0.03%
1,673
-63
-4% -$11.4K
URI icon
92
United Rentals
URI
$67.2B
$245K 0.03%
+216
New +$205K
EAGG icon
93
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$244K 0.03%
5,152
+891
+21% +$42.2K
V icon
94
Visa
V
$684B
$221K 0.03%
+646
New +$207K
META icon
95
Meta Platforms (Facebook)
META
$1.42T
$219K 0.03%
389
-55
-12% -$33.6K
FTNT icon
96
Fortinet
FTNT
$119B
$219K 0.03%
+1,424
New +$165K
IVE icon
97
iShares S&P 500 Value ETF
IVE
$49B
$217K 0.03%
957
– –
GLW icon
98
Corning
GLW
$119B
$217K 0.03%
+850
New +$155K
DFAC icon
99
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$216K 0.03%
+4,863
New +$208K
LRCX icon
100
Lam Research
LRCX
$367B
$215K 0.03%
+496
New +$151K
1 2 3
4
5

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PGA
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SC
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PA
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BPIM
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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.