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Michels Family Financial, LLC Historic Quarter Change: USA Stocks, New

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Michels Family Financial, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Michels Family Financial, LLC opened 42 positions, added to 203, reduced 146 and sold out of 20.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock VNT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ACM; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock POR; Country of operation United States; Class COM NEW; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053733), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-19); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0578+578$0$667,500+$667,5002026-08-14
Q2 2026VNT
VONTIER CORPORATION		United StatesCOM018,933+18,933$0$549,044+$549,0442026-08-14
Q2 2026ACM
AECOM		United StatesCOM06,737+6,737$0$470,243+$470,2432026-08-14
Q2 2026POR
PORTLAND GEN ELEC CO		United StatesCOM NEW08,761+8,761$0$454,083+$454,0832026-08-14
Q2 2026DKNG
DRAFTKINGS INC NEW		United StatesCOM CL A017,287+17,287$0$436,670+$436,6702026-08-14
Q2 2026ORCL
ORACLE CORP		United StatesCOM01,952+1,952$0$286,102+$286,1022026-08-14
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI		Cayman IslandsORDINARY SHARES0903+903$0$245,571+$245,5712026-08-14
Q2 2026TTMI
TTM TECHNOLOGIES INC		United StatesCOM01,290+1,290$0$241,256+$241,2562026-08-14
Q2 2026SNDK
SANDISK CORP		United StatesCOM0102+102$0$231,920+$231,9202026-08-14
Q2 2026TIGO
MILLICOM INTL CELLULAR S A		COM STK02,514+2,514$0$228,171+$228,1712026-08-14
Q2 2026GM
GENERAL MTRS CO		United StatesCOM02,821+2,821$0$217,444+$217,4442026-08-14
Q2 2026CCL
CARNIVAL CORP LTD		United StatesCOMMON SHARES07,111+7,111$0$203,148+$203,1482026-08-14
Q2 2026VISN
VISTANCE NETWORKS INC		United StatesCOM010,783+10,783$0$137,812+$137,8122026-08-14
Q1 2026OVV
OVINTIV INC		COM04,800+4,800$0$284,941+$284,9412026-04-24
Q1 2026STRL
STERLING INFRASTRUCTURE INC		United StatesCOM0651+651$0$265,133+$265,1332026-04-24
Q1 2026PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A01,434+1,434$0$209,766+$209,7662026-04-24
Q1 2026EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM05,487+5,487$0$207,646+$207,6462026-04-24
Q1 2026KSS
KOHLS CORP		United StatesCOM010,346+10,346$0$133,462+$133,4622026-04-24
Q4 2025PSA
PUBLIC STORAGE OPER CO		United StatesCOM03,399+3,399$0$882,041+$882,0412026-02-19
Q4 2025GAP
GAP INC		United StatesCOM09,013+9,013$0$230,743+$230,7432026-02-19
Q4 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM0692+692$0$222,894+$222,8942026-02-19
Q3 2025ELV
ELEVANCE HEALTH INC FORMERLY		United StatesCOM02,306+2,306$0$745,009+$745,0092025-11-10
Q3 2025BBY
BEST BUY INC		United StatesCOM07,568+7,568$0$572,264+$572,2642025-11-10
Q3 2025SLB
SCHLUMBERGER LTD		COM STK016,096+16,096$0$553,213+$553,2132025-11-10
Q3 2025NKE
NIKE INC		United StatesCL B07,857+7,857$0$547,867+$547,8672025-11-10
Q3 2025BDX
BECTON DICKINSON & CO		United StatesCOM02,832+2,832$0$530,101+$530,1012025-11-10
Q3 2025ADBE
ADOBE INC		United StatesCOM01,425+1,425$0$502,669+$502,6692025-11-10
Q3 2025BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM011,058+11,058$0$498,732+$498,7322025-11-10
Q3 2025XRAY
DENTSPLY SIRONA INC		United StatesCOM038,567+38,567$0$489,415+$489,4152025-11-10
Q3 2025APP
APPLOVIN CORP		United StatesCOM CL A0510+510$0$366,455+$366,4552025-11-10
Q3 2025BMRN
BIOMARIN PHARMACEUTICAL INC		United StatesCOM04,618+4,618$0$250,111+$250,1112025-11-10
Q3 2025CLS
CELESTICA INC		COM0997+997$0$245,641+$245,6412025-11-10
Q3 2025JAZZ
JAZZ PHARMACEUTICALS PLC		SHS USD01,728+1,728$0$227,750+$227,7502025-11-10
Q3 2025EPM
EVOLUTION PETE CORP		United StatesCOM046,317+46,317$0$223,248+$223,2482025-11-10
Q3 2025AVGO
BROADCOM INC		United StatesCOM0633+633$0$208,721+$208,7212025-11-10
Q2 2025HAS
HASBRO INC		United StatesCOM02,814+2,814$0$207,766+$207,7662025-07-17
Q2 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM0700+700$0$203,044+$203,0442025-07-17
Q1 2025EIX
EDISON INTL		United StatesCOM014,628+14,628$0$861,878+$861,8782025-05-15
Q1 2025PVH
PVH CORPORATION		United StatesCOM09,420+9,420$0$608,896+$608,8962025-05-15
Q1 2025PM
PHILIP MORRIS INTL INC		United StatesCOM01,804+1,804$0$286,306+$286,3062025-05-15
Q1 2025EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM06,141+6,141$0$209,638+$209,6382025-05-15
Q1 2025WFC
WELLS FARGO CO NEW		United StatesCOM02,837+2,837$0$203,685+$203,6852025-05-15

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