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Luminist Capital LLC

Quarter-over-quarter position changes

339 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
Trimmed464287234Jun 30, 2026-53,034-100%236$3.63Mlow
Trimmed922908769Jun 30, 2026-9,419-99%124$3.49Mlow
New922042742Jun 30, 2026+20,139New20,139$3.16Mlow
Trimmed78463V107Jun 30, 2026-8,189-84%1,596$2.90Mlow
Added46434V860Jun 30, 2026+29,458+12%283,555$1.87Mlow
Added46138G649Jun 30, 2026+10,308+81%23,031$1.46Mlow
Added922908629Jun 30, 2026+17,458+358%22,329$1.41Mlow
Added81369Y308Jun 30, 2026+16,138+227%23,253$1.32Mlow
Trimmed922908363Jun 30, 2026-1,765-15%10,107$1.21Mlow
Added74933W486Jun 30, 2026+19,441+20%116,753$932.4Klow
Added464288679Jun 30, 2026+8,446+20%50,283$932.0Klow
Trimmed81369Y605Jun 30, 2026-15,178-97%482$849.1Klow
Trimmed81369Y886Jun 30, 2026-18,529-97%634$840.1Klow
Trimmed81369Y852Jun 30, 2026-7,001-97%210$750.0Klow
Trimmed81369Y209Jun 30, 2026-3,616-33%7,387$556.1Klow
Added00326A104Jun 30, 2026+13,142+9.9%146,239$502.4Klow
Trimmed921946406Jun 30, 2026-2,787-12%21,112$440.4Klow
Added81369Y860Jun 30, 2026+8,142+41%28,024$358.5Klow
Added81369Y407Jun 30, 2026+2,873+36%10,962$336.9Klow
Added81369Y100Jun 30, 2026+5,105+25%25,417$259.5Klow
NewLOCKHEED MARTIN CORPJun 30, 2026+506New506$257.8Klow
Added81369Y704Jun 30, 2026+1,308+22%7,344$242.3Klow
Added922908637Jun 30, 2026+681+11%7,004$234.2Klow
Trimmed78464A847Jun 30, 2026-2,872-5.8%46,687$194.0Klow
AddedWarren E. BuffettJun 30, 2026+377+83%832$188.6Klow
Added53656F862Jun 30, 2026+9,407+50%28,062$184.6Klow
Added81369Y803Jun 30, 2026+964+9.2%11,423$181.8Klow
Added81369Y506Jun 30, 2026+3,264+18%21,493$173.4Klow
Added922908751Jun 30, 2026+531+9.5%6,127$161.1Klow
Added02072L565Jun 30, 2026+1,322+32%5,436$153.6Klow
Added82889N699Jun 30, 2026+5,847+33%23,655$146.8Klow
Added46428Q109Jun 30, 2026+2,613>1000%2,665$139.7Klow
Added74933W452Jun 30, 2026+2,509+89%5,313$125.1Klow
AddedApple Inc.Jun 30, 2026+424+33%1,700$123.6Klow
NewLAM RESEARCH CORPJun 30, 2026+285New285$123.5Klow
Added53656F805Jun 30, 2026+2,250+25%11,076$123.3Klow
AddedMICROSOFT CORPJun 30, 2026+314+57%867$117.2Klow
NewBluerock Private Real Estate FundBPREJun 30, 2026+8,085New8,085$105.2Klow
New37954Y293Jun 30, 2026+1,427New1,427$105.1Klow
Added78462F103Jun 30, 2026+138+166%221$103.2Klow
NewAlphabet Inc.Jun 30, 2026+290New290$102.5Klow
New37954Y343Jun 30, 2026+1,903New1,903$101.0Klow
New52468L505Jun 30, 2026+2,475New2,475$100.4Klow
Added46436E718Jun 30, 2026+980+613%1,140$98.7Klow
New82889N830Jun 30, 2026+4,666New4,666$98.5Klow
NewREAVES UTILITY INCOME FUNDUTGJun 30, 2026+2,407New2,407$98.0Klow
New26923G822Jun 30, 2026+4,691New4,691$96.5Klow
New714199106Jun 30, 2026+1,237New1,237$94.2Klow
Added88636J816Jun 30, 2026+2,870+847%3,209$93.3Klow
Added46641Q332Jun 30, 2026+1,547+88%3,303$87.4Klow
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