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PIM

Parker Investment Management Portfolio holdings

AUM $659M
1-Year Est. Return 52.52%
This Fund
S&P 500
This Quarter Est. Return
-2.77%
1 Year Est. Return
+52.52%
3 Year Est. Return
+172.78%
5 Year Est. Return
+213.5%
10 Year Est. Return
+871.85%
AUM
$659M
AUM Growth
-$46.7M
Cap. Flow
-$14.8M
Cap. Flow %
-2.25%
Top 10 Hldgs %
84.69%
Holding
51
New
8
Increased
7
Reduced
17
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.9M
2
SMH icon
VanEck Semiconductor ETF
SMH
+$29.8M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$20.9M
4
GEV icon
GE Vernova
GEV
+$7.36M
5
USO icon
United States Oil Fund
USO
+$4.43M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$50.9M
2
IAU icon
iShares Gold Trust
IAU
+$34.5M
3
IYW icon
iShares US Technology ETF
IYW
+$8.85M
4
NVDA icon
NVIDIA
NVDA
+$4.46M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.36M

Sector Composition

Rank Sector Weight
1 Communication Services 16.1%
2 Technology 11.84%
3 Industrials 1.25%
4 Financials 0.38%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$869B
$118M 17.88%
180,497
+52,524
+41% +$35.9M
QQQ icon
2
Invesco QQQ Trust
QQQ
$450B
$98.7M 14.98%
171,083
-2,116
-1% -$1.29M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$115B
$73.7M 11.18%
554,785
-8,089
-1% -$1.14M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$59.3M 8.99%
206,556
-162,122
-44% -$50.9M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$46.9M 7.11%
162,992
-2,961
-2% -$930K
NVDA icon
6
NVIDIA
NVDA
$5.01T
$40.6M 6.16%
233,047
-24,327
-9% -$4.46M
IYW icon
7
iShares US Technology ETF
IYW
$23.7B
$37.1M 5.63%
204,533
-45,797
-18% -$8.85M
IWB icon
8
iShares Russell 1000 ETF
IWB
$47.7B
$31M 4.71%
87,063
-270
-0.3% -$101K
SMH icon
9
VanEck Semiconductor ETF
SMH
$67.6B
$28.8M 4.37%
+75,165
New +$29.8M
IAU icon
10
iShares Gold Trust
IAU
$63B
$24.3M 3.68%
275,111
-376,239
-58% -$34.5M
XLE icon
11
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$23.8M 3.62%
+389,135
New +$20.9M
PLTR icon
12
Palantir
PLTR
$295B
$12.9M 1.95%
88,093
+23,284
+36% +$3.56M
MSFT icon
13
Microsoft
MSFT
$2.84T
$11.3M 1.71%
30,463
-483
-2% -$202K
GEV icon
14
GE Vernova
GEV
$270B
$8.23M 1.25%
+9,432
New +$7.36M
AVGO icon
15
Broadcom
AVGO
$1.82T
$7.91M 1.2%
25,562
-369
-1% -$121K
USO icon
16
United States Oil Fund
USO
$2.27B
$6.36M 0.97%
+50,009
New +$4.43M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$968B
$5.38M 0.82%
8,996
-171
-2% -$107K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$5.32M 0.81%
8,187
-942
-10% -$640K
DELL icon
19
Dell
DELL
$283B
$3.74M 0.57%
22,760
+1,418
+7% +$189K
VGT icon
20
Vanguard Information Technology ETF
VGT
$139B
$3.67M 0.56%
42,032
-840
-2% -$77.3K
BRK.A icon
21
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.44M 0.22%
2
– –
AAPL icon
22
Apple
AAPL
$4.89T
$1.38M 0.21%
5,438
-2,942
-35% -$766K
LLY icon
23
Eli Lilly
LLY
$1.07T
$1.27M 0.19%
1,379
-16
-1% -$16.2K
WTM icon
24
White Mountains Insurance
WTM
$5.47B
$1.04M 0.16%
475
– –
MTUM icon
25
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$778K 0.12%
3,240
-754
-19% -$189K
1
2 3

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UCMOK
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ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
FM
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RCG
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HIG
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GC
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DC
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Parker Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Parker Investment Management held 51 positions worth $659M, down 6.6% from $706M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Parker Investment Management's Q1 2026 filing shows 8 new, 7 increased, 17 reduced and 9 closed positions. Its largest new stake was VanEck Semiconductor ETF: 75,165 shares worth $28.8M. The largest sale was Alphabet (Google) Class C, an estimated $50.9M.

By sector, the portfolio is most concentrated in Communication Services at 16% of assets, down from 24% a quarter earlier, followed by Technology and Industrials.

  • Parker Investment Management's largest Q1 2026 buy was VanEck Semiconductor ETF: 75,165 shares worth $28.8M.
  • Parker Investment Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $35.9M increase.
  • Parker Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $50.9M.
  • Parker Investment Management fully exited VanEck Gold Miners ETF in Q1 2026, selling an estimated $4.36M.
  • Parker Investment Management's ten largest holdings make up 85% of its $659M portfolio in Q1 2026.
  • Parker Investment Management opened 8 new positions and closed 9 in Q1 2026.
  • Parker Investment Management's portfolio value fell 6.6% quarter-over-quarter to $659M.

Based on Parker Investment Management's 13F filing for Q1 2026, filed 13 May 2026.