Bullock Wealth Management Group current holdings: USA Stocks
Bullock Wealth Management Group reported $0.12 billion in share positions in stocks (listed in the US), 406 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NVDA, MSFT, AAPL.
- NVDA: Country of operation United States; Class Stock; Shares 60,824; Value $12,017,528.
- MSFT: Country of operation United States; Class Stock; Shares 10,819; Value $4,157,645.
- AAPL: Country of operation United States; Class Stock; Shares 12,782; Value $3,762,894.
- LLY: Country of operation United States; Class Stock; Shares 2,962; Value $3,529,828.
Form 13F-HR as filed (SEC CIK 2067581): quarter ended 2026-06-30, filed 2026-08-19. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORPORATION COM | United States | Stock | 60,824 | $12,017,528 | 9.83% | 2026-06-30 | 2026-08-19 | +13.55% |
| MSFT MICROSOFT CORP COM | United States | Stock | 10,819 | $4,157,645 | 3.40% | 2026-06-30 | 2026-08-19 | +36.44% |
| AAPL APPLE INC COM | United States | Stock | 12,782 | $3,762,894 | 3.08% | 2026-06-30 | 2026-08-19 | |
| LLY ELI LILLY & CO COM | United States | Stock | 2,962 | $3,529,828 | 2.89% | 2026-06-30 | 2026-08-19 | -1.23% |
| JPM JPMORGAN CHASE & CO COM | United States | Stock | 9,341 | $3,120,588 | 2.55% | 2026-06-30 | 2026-08-19 | +2.34% |
| AMZN AMAZON COM INC COM | United States | Stock | 12,784 | $3,089,893 | 2.53% | 2026-06-30 | 2026-08-19 | +3.50% |
| GOOGL ALPHABET INC CAP STK CL A | United States | Stock | 8,244 | $2,977,836 | 2.44% | 2026-06-30 | 2026-08-19 | -4.60% |
| CAT CATERPILLAR INC COM | United States | Stock | 2,792 | $2,768,127 | 2.26% | 2026-06-30 | 2026-08-19 | -22.37% |
| AVGO BROADCOM INC COM | United States | Stock | 6,814 | $2,516,551 | 2.06% | 2026-06-30 | 2026-08-19 | -6.00% |
| AMAT APPLIED MATLS INC COM | United States | Stock | 2,751 | $1,790,616 | 1.47% | 2026-06-30 | 2026-08-19 | -29.18% |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 3,301 | $1,785,445 | 1.46% | 2026-06-30 | 2026-08-19 | +4.59% |
| SYK STRYKER CORPORATION COM | United States | Stock | 5,548 | $1,738,626 | 1.42% | 2026-06-30 | 2026-08-19 | -11.46% |
| WMT WALMART INC COM | United States | Stock | 15,731 | $1,711,805 | 1.40% | 2026-06-30 | 2026-08-19 | -5.70% |
| TRV TRAVELERS COMPANIES INC COM | United States | Stock | 4,645 | $1,554,333 | 1.27% | 2026-06-30 | 2026-08-19 | +10.02% |
| META META PLATFORMS INC CL A | United States | Stock | 2,440 | $1,495,218 | 1.22% | 2026-06-30 | 2026-08-19 | +31.16% |
| PANW PALO ALTO NETWORKS INC COM | United States | Stock | 4,239 | $1,492,298 | 1.22% | 2026-06-30 | 2026-08-19 | +13.90% |
| AFL AFLAC INC COM | United States | Stock | 12,120 | $1,436,141 | 1.18% | 2026-06-30 | 2026-08-19 | -3.06% |
| COST COSTCO WHOLESALE CORPORATION COM | United States | Stock | 1,541 | $1,424,860 | 1.17% | 2026-06-30 | 2026-08-19 | -1.16% |
| FTNT FORTINET INC COM | United States | Stock | 8,615 | $1,369,613 | 1.12% | 2026-06-30 | 2026-08-19 | +14.54% |
| PLTR PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 10,313 | $1,296,653 | 1.06% | 2026-06-30 | 2026-08-19 | +60.26% |
| LIN LINDE PLC SHS | United Kingdom | Stock | 2,312 | $1,233,429 | 1.01% | 2026-06-30 | 2026-08-19 | -8.78% |
| NFLX NETFLIX INC. COM | United States | Stock | 16,621 | $1,233,112 | 1.01% | 2026-06-30 | 2026-08-19 | -1.54% |
| SNOW SNOWFLAKE INC COM SHS | United States | Stock | 4,706 | $1,229,160 | 1.01% | 2026-06-30 | 2026-08-19 | +29.79% |
| LOW LOWES COS INC COM | United States | Stock | 5,494 | $1,219,247 | 1.00% | 2026-06-30 | 2026-08-19 | -15.07% |
| CSCO CISCO SYS INC COM | United States | Stock | 10,419 | $1,219,185 | 1.00% | 2026-06-30 | 2026-08-19 | -8.96% |
| ANET ARISTA NETWORKS INC COM SHS | United States | Stock | 7,263 | $1,210,161 | 0.99% | 2026-06-30 | 2026-08-19 | +19.41% |
| CAH CARDINAL HEALTH INC COM | United States | Stock | 5,070 | $1,205,209 | 0.99% | 2026-06-30 | 2026-08-19 | -5.75% |
| XOM EXXONMOBIL HOLDINGS CORP COM SHS | United States | Stock | 8,762 | $1,194,035 | 0.98% | 2026-06-30 | 2026-08-19 | +18.01% |
| V VISA INC COM CL A | United States | Stock | 3,288 | $1,154,329 | 0.94% | 2026-06-30 | 2026-08-19 | +6.64% |
| GE GE AEROSPACE COM NEW | United States | Stock | 2,822 | $1,058,016 | 0.87% | 2026-06-30 | 2026-08-19 | -14.94% |
| MCD MCDONALDS CORP COM | United States | Stock | 3,887 | $1,047,238 | 0.86% | 2026-06-30 | 2026-08-19 | -13.44% |
| LHX L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 3,551 | $1,037,590 | 0.85% | 2026-06-30 | 2026-08-19 | -18.62% |
| INTC INTEL CORP COM | United States | Stock | 8,128 | $1,032,415 | 0.84% | 2026-06-30 | 2026-08-19 | -16.97% |
| BLK BLACKROCK INC COM | United States | Stock | 1,025 | $1,005,015 | 0.82% | 2026-06-30 | 2026-08-19 | +11.06% |
| HD HOME DEPOT INC COM | United States | Stock | 2,771 | $972,172 | 0.80% | 2026-06-30 | 2026-08-19 | -18.33% |
| CVX CHEVRON CORPORATION COM | United States | Stock | 5,771 | $956,216 | 0.78% | 2026-06-30 | 2026-08-19 | +23.30% |
| GD GENERAL DYNAMICS CORP COM | United States | Stock | 2,582 | $936,793 | 0.77% | 2026-06-30 | 2026-08-19 | -6.18% |
| MSI MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 2,175 | $911,266 | 0.75% | 2026-06-30 | 2026-08-19 | +7.42% |
| ADI ANALOG DEVICES INC COM | United States | Stock | 2,319 | $902,193 | 0.74% | 2026-06-30 | 2026-08-19 | +0.26% |
| NOC NORTHROP GRUMMAN CORP COM | United States | Stock | 1,679 | $872,789 | 0.71% | 2026-06-30 | 2026-08-19 | -0.92% |
| IBM INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 2,866 | $820,262 | 0.67% | 2026-06-30 | 2026-08-19 | -21.77% |
| IBKR INTERACTIVE BROKERS GROUP INC COM CL A | United States | Stock | 8,679 | $809,311 | 0.66% | 2026-06-30 | 2026-08-19 | -0.99% |
| MS MORGAN STANLEY COM NEW | United States | Stock | 3,788 | $802,487 | 0.66% | 2026-06-30 | 2026-08-19 | -7.79% |
| RTX RTX CORPORATION COM | United States | Stock | 4,117 | $789,564 | 0.65% | 2026-06-30 | 2026-08-19 | -1.47% |
| MPC MARATHON PETE CORP COM | United States | Stock | 2,945 | $779,921 | 0.64% | 2026-06-30 | 2026-08-19 | +53.33% |
| LRCX LAM RESEARCH CORP COM NEW | United States | Stock | 1,910 | $747,116 | 0.61% | 2026-06-30 | 2026-08-19 | -25.26% |
| VLO VALERO ENERGY CORP COM | United States | Stock | 2,746 | $739,852 | 0.61% | 2026-06-30 | 2026-08-19 | +48.87% |
| PH PARKER-HANNIFIN CORP COM | United States | Stock | 742 | $715,015 | 0.59% | 2026-06-30 | 2026-08-19 | -0.79% |
| BKNG BOOKING HOLDINGS INC COM | United States | Stock | 3,911 | $714,339 | 0.58% | 2026-06-30 | 2026-08-19 | -8.92% |
| LMT LOCKHEED MARTIN CORP COM | United States | Stock | 1,343 | $700,859 | 0.57% | 2026-06-30 | 2026-08-19 | +0.54% |
| ETN EATON CORP PLC SHS | Stock | 1,664 | $686,084 | 0.56% | 2026-06-30 | 2026-08-19 | +1.68% | |
| GS GOLDMAN SACHS GROUP INC COM | United States | Stock | 654 | $667,224 | 0.55% | 2026-06-30 | 2026-08-19 | -9.41% |
| CTAS CINTAS CORP COM | United States | Stock | 3,571 | $622,238 | 0.51% | 2026-06-30 | 2026-08-19 | +16.26% |
| BR BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 4,386 | $618,180 | 0.51% | 2026-06-30 | 2026-08-19 | +17.52% |
| KLAC KLA CORP COM NEW | United States | Stock | 2,295 | $610,908 | 0.50% | 2026-06-30 | 2026-08-19 | -34.86% |
| TXN TEXAS INSTRS INC COM | United States | Stock | 1,984 | $591,926 | 0.48% | 2026-06-30 | 2026-08-19 | -5.50% |
| SNDK SANDISK CORP COM | United States | Stock | 277 | $562,925 | 0.46% | 2026-06-30 | 2026-08-19 | -23.92% |
| EME EMCOR GROUP INC COM | United States | Stock | 688 | $553,379 | 0.45% | 2026-06-30 | 2026-08-19 | -8.18% |
| MRK MERCK & CO INC COM | United States | Stock | 4,333 | $543,288 | 0.44% | 2026-06-30 | 2026-08-19 | +16.17% |
| BAC BANK OF AMER CORP COM | United States | Stock | 9,268 | $540,892 | 0.44% | 2026-06-30 | 2026-08-19 | -3.55% |
| WDC WESTERN DIGITAL CORP COM | United States | Stock | 836 | $500,246 | 0.41% | 2026-06-30 | 2026-08-19 | -29.00% |
| STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | 544 | $497,876 | 0.41% | 2026-06-30 | 2026-08-19 | -5.34% | |
| KO COCA COLA CO COM | United States | Stock | 5,970 | $485,274 | 0.40% | 2026-06-30 | 2026-08-19 | +6.85% |
| WEC WEC ENERGY GROUP INC COM | United States | Stock | 4,146 | $481,826 | 0.39% | 2026-06-30 | 2026-08-19 | -12.15% |
| NEE NEXTERA ENERGY INC COM | United States | Stock | 5,435 | $469,435 | 0.38% | 2026-06-30 | 2026-08-19 | -13.54% |
| GOOG ALPHABET INC CAP STK CL C | United States | Stock | 1,311 | $469,325 | 0.38% | 2026-06-30 | 2026-08-19 | -4.53% |
| MCK MCKESSON CORP COM | United States | Stock | 601 | $461,620 | 0.38% | 2026-06-30 | 2026-08-19 | +14.45% |
| ORCL ORACLE CORP COM | United States | Stock | 3,233 | $460,665 | 0.38% | 2026-06-30 | 2026-08-19 | -5.98% |
| VZ VERIZON COMMUNICATIONS INC COM | United States | Stock | 10,831 | $454,774 | 0.37% | 2026-06-30 | 2026-08-19 | +8.60% |
| CMI CUMMINS INC COM | United States | Stock | 666 | $454,647 | 0.37% | 2026-06-30 | 2026-08-19 | -26.90% |
| GILD GILEAD SCIENCES INC COM | United States | Stock | 3,551 | $447,354 | 0.37% | 2026-06-30 | 2026-08-19 | +19.74% |
| BNY BANK OF NY MELLON CORP COM | United States | Stock | 2,974 | $434,263 | 0.36% | 2026-06-30 | 2026-08-19 | +1.64% |
| TMUS T-MOBILE US INC COM | United States | Stock | 2,473 | $428,061 | 0.35% | 2026-06-30 | 2026-08-19 | -2.83% |
| CLS CELESTICA INC COM | Stock | 1,181 | $427,073 | 0.35% | 2026-06-30 | 2026-08-19 | +0.46% | |
| WELL WELLTOWER INC COM | United States | REIT | 1,844 | $424,519 | 0.35% | 2026-06-30 | 2026-08-19 | +2.61% |
| SO SOUTHERN CO COM | United States | Stock | 4,437 | $422,078 | 0.35% | 2026-06-30 | 2026-08-19 | -12.81% |
| EMR EMERSON ELEC CO COM | United States | Stock | 3,022 | $421,614 | 0.34% | 2026-06-30 | 2026-08-19 | +9.84% |
| ADP AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 1,781 | $419,900 | 0.34% | 2026-06-30 | 2026-08-19 | +16.90% |
| TGT TARGET CORP COM | United States | Stock | 3,139 | $408,976 | 0.33% | 2026-06-30 | 2026-08-19 | +19.77% |
| TJX TJX COS INC NEW COM | United States | Stock | 2,626 | $397,484 | 0.33% | 2026-06-30 | 2026-08-19 | -11.68% |
| AGX ARGAN INC COM | United States | Stock | 508 | $388,396 | 0.32% | 2026-06-30 | 2026-08-19 | -52.62% |
| CBOE CBOE GLOBAL MKTS INC COM | United States | Stock | 1,567 | $388,198 | 0.32% | 2026-06-30 | 2026-08-19 | +7.86% |
| D DOMINION ENERGY INC COM | United States | Stock | 5,663 | $383,897 | 0.31% | 2026-06-30 | 2026-08-19 | -11.20% |
| PKG PACKAGING CORP AMER COM | United States | Stock | 1,590 | $378,376 | 0.31% | 2026-06-30 | 2026-08-19 | -2.10% |
| AMT AMERICAN TOWER CORP COM | United States | REIT | 2,266 | $376,345 | 0.31% | 2026-06-30 | 2026-08-19 | +2.31% |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 1,467 | $372,674 | 0.30% | 2026-06-30 | 2026-08-19 | +5.35% |
| QCOM QUALCOMM INC COM | United States | Stock | 2,017 | $366,951 | 0.30% | 2026-06-30 | 2026-08-19 | -0.37% |
| WM WASTE MGMT INC DEL COM | United States | Stock | 1,617 | $362,262 | 0.30% | 2026-06-30 | 2026-08-19 | -7.08% |
| ABT ABBOTT LABORATORIES COM | United States | Stock | 3,929 | $362,203 | 0.30% | 2026-06-30 | 2026-08-19 | +11.25% |
| BRO BROWN & BROWN INC COM | United States | Stock | 4,947 | $333,212 | 0.27% | 2026-06-30 | 2026-08-19 | -5.53% |
| COP CONOCOPHILLIPS COM | United States | Stock | 3,073 | $317,239 | 0.26% | 2026-06-30 | 2026-08-19 | +20.66% |
| FLEX FLEX LTD ORD | Stock | 2,043 | $313,662 | 0.26% | 2026-06-30 | 2026-08-19 | -29.76% | |
| ECL ECOLAB INC COM | United States | Stock | 1,124 | $312,973 | 0.26% | 2026-06-30 | 2026-08-19 | -0.27% |
| ABBV ABBVIE INC COM | United States | Stock | 1,239 | $311,177 | 0.25% | 2026-06-30 | 2026-08-19 | +4.63% |
| FAST FASTENAL CO COM | United States | Stock | 6,331 | $302,320 | 0.25% | 2026-06-30 | 2026-08-19 | +4.02% |
| T AT&T INC COM | United States | Stock | 14,599 | $298,984 | 0.24% | 2026-06-30 | 2026-08-19 | +18.26% |
| CBSH COMMERCE BANCSHARES INC COM | United States | Stock | 5,030 | $295,477 | 0.24% | 2026-06-30 | 2026-08-19 | -4.19% |
| KMB KIMBERLY-CLARK CORP COM | United States | Stock | 2,622 | $292,151 | 0.24% | 2026-06-30 | 2026-08-19 | -9.82% |
| AMGN AMGEN INC COM | United States | Stock | 796 | $287,667 | 0.24% | 2026-06-30 | 2026-08-19 | +16.99% |
| TSLA TESLA INC COM | United States | Stock | 665 | $282,825 | 0.23% | 2026-06-30 | 2026-08-19 | -16.11% |
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