IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Markowski Investments

Q3 2026 Holdings

Filed 2026-10-30 | 695 holdings | $448.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Total World Stock Index Fund ETF Shares(VT)COM922042742$42.0K2660.0%
FNF Group Class A(FNF)CL A31620R303$42.3K1,0930.0%
Astrazeneca PLC F(AZN)COM046353108$42.6K2640.0%
Pimco Dynamic Income OPP(PDO)COM69355M107$43.4K3,6560.0%
Ishares TR Ishares Semicdtr(SOXX)COM464287523$43.8K770.0%
Enterprise Prods Part LP(EPD)COM293792107$44.2K1,2410.0%
MP Materials Corp(MP)CL A553368101$45.2K9550.0%
Defiance Quantum ETF(QTUM)COM26922A420$45.5K3000.0%
Bondbloxx ETF Trust(BBBL)COM09789C762$46.6K1,0630.0%
Schwab U.S. Large-Cap ETF(SCHX)COM808524201$46.6K1,5530.0%
Dimensional International Small Cap ETF(DFIS)COM25434V773$47.8K1,3190.0%
Adobe Inc(ADBE)CallCOM00724F101$48.0K2000.0%
Diamondback Energy Inc(FANG)COM25278X109$48.0K2610.0%
Novartis AG F(NVSN)ADR66987V109$48.4K3390.0%
Mastercard Inc Class A(MA)CL A57636Q104$48.9K890.0%
Apollo Commercial Real Estate Finance Inc(ARI)COM03762U105$49.1K7,9220.0%
Ishares Core S&P U.S. Value ETF(IUSV)COM464287663$49.5K4490.0%
Becton Dickinson & Co(BDX)COM075887109$50.7K2830.0%
Western Digital Corp(WDC)COM958102105$50.9K1120.0%
Cloudflare Inc Class A(NET)CL A18915M107$53.5K1540.0%
Realty Income Corp REIT(O)COM756109104$53.7K9900.0%
LTC Properties Inc(LTC)COM502175102$54.4K1,2700.0%
YUM Brands Inc(YUM)COM988498101$54.5K4000.0%
Cameco Corp F(CCJ)COM13321L108$55.1K6360.0%
Eversource Energy(ES)COM30040W108$56.8K8850.0%
Emerson Elec Co(EMR)COM291011104$57.6K3710.0%
Ishares U.S. Aerospace &defense ETF(ITA)COM464288760$58.0K2800.0%
Automatic Data Processin(ADP)COM053015103$58.1K2250.0%
SAP SE Fsponsored ADR 1 ADR Reps 1 ORD SHS(SAP)ADR803054204$58.2K2790.0%
Landbridge Co LLC CL A Class A(LB)CL A514952100$58.4K7190.0%
Viking Hldgs LTD F(VIK)COMG93A5A101$58.4K7460.0%
Norfolk Southn Corp(NSC)COM655844108$58.7K1900.0%
EV Tax-Managed Buy-Write(ETV)COM27828Y108$59.3K3,9730.0%
Newmont Corp(NEM)COM651639106$60.2K5220.0%
Tidal Trust II Defia AI PWR ETF(AIPO)COM88636R479$61.2K2,1700.0%
L3harris Technologies in(LHX)COM502431109$63.1K2660.0%
Ball Corp(BALL)COM058498106$63.4K1,1320.0%
State Street Energy Select Sector Spdr ETF(XLE)COM81369Y506$64.5K1,0490.0%
Avery Dennison Corp(AVY)COM053611109$64.9K3800.0%
Waste Mgmt Inc del(WM)COM94106L109$65.0K3190.0%
Invesco S&P 500 Equal Weight Technology ETF(RSPT)COM46137V282$65.9K1,0000.0%
Crown Castle Inc REIT REIT(CCI)COM22822V101$66.8K1,0020.0%
Citizens Finl Group Inc(CFG)COM174610105$67.0K1,0510.0%
Boeing Co(BA)COM097023105$67.2K3610.0%
Synopsys Inc(SNPS)COM871607107$67.4K1550.0%
Rubrik Inc Class A(RBRK)CL A781154109$68.1K5950.0%
Danaher Corp(DHR)COM235851102$68.8K3110.0%
Science Applications INT(SAIC)COM808625107$68.9K5400.0%
American Tower Corp New REIT(AMT)COM03027X100$70.4K4300.0%
Ishares National Muni Bond ETF(MUB)COM464288414$70.8K7000.0%
PreviousPage 10 of 14Next