Almanack Investment Partners, LLC. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Almanack Investment Partners, LLC. opened 110 positions, added to 52, reduced 7, sold out of 10 and left 11 unchanged. The largest increase in value was NVDA (+$6,748,084); the largest decrease was VZ (-$6,677,789).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 23,885; Shares 2026-06-30 54,544.
- VZ: Country of operation United States; Class COM; Shares 2026-03-31 935,764; Shares 2026-06-30 951,761.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 8,873; Shares 2026-06-30 23,254.
- AVGO: Country of operation United States; Class COM; Shares 2026-03-31 1,036; Shares 2026-06-30 15,774.
Two Form 13F-HR filings compared (SEC CIK 1680613): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 23,885 | 54,544 | +30,659 | $4,165,577 | $10,913,661 | +$6,748,084 |
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VZ
VERIZON COMMUNICATIONS INC | United States | COM | 935,764 | 951,761 | +15,997 | $46,975,365 | $40,297,576 | -$6,677,789 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 8,873 | 23,254 | +14,381 | $2,551,558 | $8,310,372 | +$5,758,814 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,036 | 15,774 | +14,738 | $320,652 | $5,958,675 | +$5,638,023 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 6,671 | 20,940 | +14,269 | $1,913,538 | $7,398,847 | +$5,485,309 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,716 | 20,375 | +18,659 | $416,035 | $5,729,554 | +$5,313,519 |
|---|
AAPL
APPLE INC | United States | COM | 16,710 | 31,711 | +15,001 | $4,240,783 | $9,175,962 | +$4,935,179 |
|---|
AMZN
AMAZON COM INC | United States | COM | 8,945 | 27,785 | +18,840 | $1,862,993 | $6,622,297 | +$4,759,304 |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 997,108 | 1,050,514 | +53,406 | $44,490,947 | $40,161,140 | -$4,329,807 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 3,850 | 8,302 | +4,452 | $783,206 | $4,822,715 | +$4,039,509 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,113 | 18,859 | +10,746 | $3,003,250 | $7,034,722 | +$4,031,472 |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 29,736 | 188,109 | +158,373 | $573,909 | $3,596,639 | +$3,022,730 |
|---|
LLY
ELI LILLY & CO | United States | COM | 337 | 2,607 | +2,270 | $310,121 | $3,127,054 | +$2,816,933 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 7,826 | 29,580 | +21,754 | $1,144,787 | $3,451,099 | +$2,306,312 |
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TSLA
TESLA INC | United States | COM | 622 | 5,523 | +4,901 | $231,229 | $2,322,974 | +$2,091,745 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 16,029 | 33,138 | +17,109 | $2,719,420 | $4,530,616 | +$1,811,196 |
|---|
MRK
MERCK & CO INC | United States | COM | 2,154 | 14,048 | +11,894 | $259,105 | $1,805,181 | +$1,546,076 |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 2,900 | 6,672 | +3,772 | $726,652 | $2,233,900 | +$1,507,248 |
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META
META PLATFORMS INC | United States | CL A | 2,920 | 5,423 | +2,503 | $1,670,454 | $3,054,815 | +$1,384,361 |
|---|
CSCO
CISCO SYS INC | United States | COM | 3,324 | 12,026 | +8,702 | $257,909 | $1,412,565 | +$1,154,656 |
|---|
S
SENTINELONE INC | United States | CL A | 21,387 | 82,393 | +61,006 | $275,465 | $1,398,209 | +$1,122,744 |
|---|
ABBV
ABBVIE INC | United States | COM | 1,065 | 5,322 | +4,257 | $231,627 | $1,339,109 | +$1,107,482 |
|---|
RTX
RTX CORPORATION | United States | COM | 1,278 | 7,128 | +5,850 | $246,526 | $1,352,301 | +$1,105,775 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 13,884 | 17,302 | +3,418 | $3,393,805 | $4,394,107 | +$1,000,302 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 4,741 | 6,721 | +1,980 | $1,394,613 | $2,199,871 | +$805,258 |
|---|
V
VISA INC | United States | COM CL A | 2,551 | 4,224 | +1,673 | $771,014 | $1,449,182 | +$678,168 |
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EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 31,864 | 49,653 | +17,789 | $1,205,728 | $1,825,249 | +$619,521 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 4,737 | 8,721 | +3,984 | $684,212 | $1,278,807 | +$594,595 |
|---|
WMT
WALMART INC | United States | COM | 2,924 | 8,153 | +5,229 | $363,380 | $923,373 | +$559,993 |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,258 | 3,469 | +2,211 | $390,974 | $937,705 | +$546,731 |
|---|
URBN
URBAN OUTFITTERS INC | United States | COM | 64,674 | 64,684 | +10 | $4,097,098 | $4,583,508 | +$486,410 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,118 | 2,127 | +1,009 | $675,708 | $1,083,804 | +$408,096 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 2,362 | 3,420 | +1,058 | $491,509 | $842,025 | +$350,516 |
|---|
PFE
PFIZER INC | United States | COM | 9,645 | 25,225 | +15,580 | $270,832 | $607,417 | +$336,585 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,973 | 2,370 | +397 | $945,462 | $1,185,924 | +$240,462 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 3,989 | 5,827 | +1,838 | $522,320 | $737,601 | +$215,281 |
|---|
ORCL
ORACLE CORP | United States | COM | 1,592 | 2,748 | +1,156 | $234,199 | $402,719 | +$168,520 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 3,779 | 5,526 | +1,747 | $781,825 | $916,049 | +$134,224 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,372 | 1,650 | +278 | $451,253 | $581,954 | +$130,701 |
|---|
CEF
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD AN | 16,726 | 16,926 | +200 | $798,165 | $680,933 | -$117,232 |
|---|
PEP
PEPSICO INC | United States | COM | 3,977 | 4,035 | +58 | $617,606 | $546,301 | -$71,305 |
|---|
RGLD
ROYAL GOLD INC | United States | COM | 1,416 | 1,499 | +83 | $360,358 | $299,215 | -$61,143 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 5,801 | 5,860 | +59 | $282,799 | $333,903 | +$51,104 |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 366 | 381 | +15 | $249,290 | $288,707 | +$39,417 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 8,755 | 8,779 | +24 | $402,474 | $437,364 | +$34,890 |
|---|
PPG
PPG INDS INC | United States | COM | 2,311 | 2,316 | +5 | $247,000 | $280,908 | +$33,908 |
|---|
NGEN
NERVGEN PHARMA CORP | | COM | 20,925 | 25,750 | +4,825 | $78,887 | $53,045 | -$25,842 |
|---|
AGNC
AGNC INVT CORP | United States | COM | 15,647 | 16,175 | +528 | $156,936 | $176,304 | +$19,368 |
|---|
ARCC
ARES CAPITAL CORP | United States | COM | 16,347 | 16,381 | +34 | $294,568 | $303,548 | +$8,980 |
|---|
OKE
ONEOK INC NEW | United States | COM | 4,197 | 4,265 | +68 | $379,367 | $370,799 | -$8,568 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 11,238 | 13,383 | +2,145 | $322,643 | $328,553 | +$5,910 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 2,536 | 2,586 | +50 | $238,333 | $238,610 | +$277 |
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