Institutions / Alaethes Wealth, LLC / Holdings

Alaethes Wealth, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Warren E. Buffett	—	$1.71M	3,410	0.5%
VERTEX PHARMACEUTICALS INC / MA	—	$1.72M	3,787	0.5%
Union Pacific Corp	—	$1.75M	7,570	0.5%
AMERICAN EXPRESS CO	—	$1.75M	4,739	0.5%
PROGRESSIVE CORP/OH	—	$1.93M	8,481	0.5%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$1.93M	6,587	0.5%
Zscaler, Inc.	—	$1.94M	8,617	0.5%
Toyota Motor CorporationTM	ADR	$1.95M	9,120	0.5%
Duke Energy Corp	—	$1.96M	16,705	0.6%
GENERAL DYNAMICS CORP	—	$1.96M	5,824	0.6%
SOUTHERN CO	—	$2.00M	22,891	0.6%
Alphabet Inc.	—	$2.15M	6,859	0.6%
SPOTIFY TECHNOLOGY S A	—	$2.17M	3,729	0.6%
DEERE & CO	—	$2.20M	4,707	0.6%
Rockwell Automation Inc	—	$2.21M	5,688	0.6%
HUNTINGTON INGALLS INDUSTRIES, INC.	—	$2.24M	6,586	0.6%
CHEVRON CORP	—	$2.25M	14,744	0.6%
BRITISH AMERN TOB PLC	—	$2.25M	39,237	0.6%
AbbVie Inc.	—	$2.26M	9,901	0.6%
VANGUARD INDEX FDS	—	$2.27M	3,619	0.6%
NEXTERA ENERGY INC	—	$2.27M	28,308	0.6%
FREEPORT-MCMORAN INC	—	$2.28M	44,891	0.6%
KROGER CO	—	$2.37M	37,965	0.7%
S&P Global Inc.	—	$2.40M	4,599	0.7%
T-Mobile US, Inc.TMUS	Common Stock	$2.46M	12,121	0.7%
CME Group Inc	—	$2.48M	9,094	0.7%
Philip Morris International Inc.	—	$2.58M	15,961	0.7%
FAIR ISAAC CORP	—	$2.60M	1,539	0.7%
DoorDash, Inc.	—	$2.65M	11,709	0.7%
ORACLE CORP	—	$2.66M	13,631	0.7%
SAP SE	—	$2.66M	10,963	0.7%
Cboe Global Markets Inc	—	$2.67M	10,650	0.8%
Chubb Ltd	—	$2.72M	8,695	0.8%
Williams Cos Inc/The	—	$2.82M	46,910	0.8%
Intuitive Surgical Inc	—	$2.94M	5,189	0.8%
TransDigm Group Inc.	—	$3.12M	2,343	0.9%
CATERPILLAR INC	—	$3.14M	5,475	0.9%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFG	ADR	$3.15M	198,399	0.9%
Palo Alto Networks Inc	—	$3.21M	17,415	0.9%
ISHARES GOLD TR	—	$3.21M	39,586	0.9%
UBS GROUP AG	—	$3.23M	69,726	0.9%
Visa Inc	—	$3.23M	9,221	0.9%
CrowdStrike Holdings, Inc.	—	$3.33M	7,100	0.9%
EXXON MOBIL CORP	—	$3.34M	27,782	0.9%
Morgan Stanley	—	$3.67M	20,655	1.0%
APPLIED MATERIALS INC /DE	—	$3.69M	14,378	1.0%
SPDR S&P 500 ETF TR	—	$3.78M	5,525	1.1%
ISHARES TR	—	$3.97M	5,795	1.1%
JPMORGAN CHASE & CO	—	$4.17M	12,940	1.2%
ASML HOLDING N V	—	$4.33M	4,043	1.2%