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Black Diamond Financial, LLC

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
CATERPILLAR INC$522.2K9110.1%
LOWES COMPANIES INC$519.7K2,1550.1%
PROCTER & GAMBLE Co$495.9K3,4600.1%
Prologis Inc$492.4K3,8570.1%
ISHARES TR$488.3K9,2650.1%
SPDR SERIES TRUST$468.0K1,9400.0%
WELLS FARGO & COMPANY/MN$447.7K4,8040.0%
SouthState Bank CorpSSBCommon Stock$442.7K4,7040.0%
ISHARES BITCOIN TRUST ETF$440.8K8,8790.0%
AbbVie Inc.$430.9K1,8860.0%
BlackRock, Inc.$427.4K3990.0%
SPDR S&P MIDCAP 400 ETF TR$423.5K7020.0%
SELECT SECTOR SPDR TR$411.2K7,5070.0%
GENERAL ELECTRIC CO$404.7K1,3140.0%
Merck & Co., Inc.$403.7K3,8360.0%
Intuitive Surgical Inc$401.5K7090.0%
AMERICAN EXPRESS CO$401.0K1,0840.0%
EA SERIES TRUST$400.9K11,0930.0%
ISHARES TR$376.2K5,7000.0%
Yum! Brands Inc$374.1K2,4730.0%
ROSS STORES, INC.$354.7K1,9690.0%
TIMOTHY PLAN$354.5K7,8000.0%
Palantir Technologies Inc$351.6K1,9780.0%
CUMMINS INC$349.7K6850.0%
SPDR SERIES TRUST$349.1K3,2720.0%
GLOBAL X FDS$338.9K7,0000.0%
MICRON TECHNOLOGY INC$338.2K1,1850.0%
ORACLE CORP$331.7K1,7020.0%
Union Pacific Corp$327.6K1,4160.0%
Broadcom Inc.$324.4K9380.0%
ISHARES SILVER TR$323.8K5,0260.0%
VANGUARD WORLD FD$314.0K1,0910.0%
UNITEDHEALTH GROUP INC$313.2K9490.0%
VANGUARD WORLD FD$310.7K1,6790.0%
iShares MSCI UAE ETF$309.8K1,5600.0%
CISCO SYSTEMS, INC.$309.4K4,0170.0%
SPDR DOW JONES INDL AVERAGE$303.7K6320.0%
HONEYWELL INTERNATIONAL INC$300.4K1,5400.0%
VANGUARD WORLD FD$297.0K7540.0%
DEERE & CO$295.6K6350.0%
Evergy, Inc.$294.7K4,0650.0%
COCA COLA CO$294.5K4,2130.0%
AMGEN INC$288.0K8800.0%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$287.1K1,9270.0%
VANGUARD SCOTTSDALE FDS$280.6K2,8190.0%
INTERNATIONAL BUSINESS MACHINES CORP$277.4K9370.0%
VANGUARD WORLD FD$276.8K2,1980.0%
SELECT SECTOR SPDR TR$276.5K1,7860.0%
VANGUARD STAR FDS$276.5K3,6650.0%
O REILLY AUTOMOTIVE INC$275.0K3,0150.0%
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