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M1 Capital Management LLC

All holdings · as of Dec 31, 2025

112 positions

CompanyClassValueShares% of portfolio
ISHARES TR$858.4K8,5940.4%
BLACKROCK ETF TRUST II$851.9K16,1430.4%
VANGUARD INDEX FDS$842.3K2,5120.4%
ISHARES TR$812.6K5,7570.3%
EXXON MOBIL CORP$763.9K6,3470.3%
GE Vernova Inc.$742.7K1,1360.3%
JPMORGAN CHASE & CO$724.4K2,2480.3%
ISHARES TR$642.6K2,6100.3%
COSTCO WHOLESALE CORP /NEW$590.7K6850.2%
ELI LILLY & Co$588.6K5480.2%
Alphabet Inc.$558.8K1,7810.2%
SPDR GOLD TR$536.0K1,3530.2%
Mastercard Inc$516.6K9050.2%
DT Midstream, Inc.$490.1K4,0950.2%
CATERPILLAR INC$483.5K8440.2%
ZACKS TRUST$481.2K18,1420.2%
ISHARES TR$464.8K4,8280.2%
DIMENSIONAL ETF TRUST$462.2K6,2310.2%
SPDR SERIES TRUST$453.3K3,2570.2%
VANGUARD INDEX FDS$442.0K1,5230.2%
VANGUARD SCOTTSDALE FDS$438.7K4,7530.2%
ISHARES TR$436.8K2,6010.2%
VANGUARD TAX-MANAGED FDS$419.7K6,7180.2%
Netflix Inc$407.5K4,3460.2%
Visa Inc$399.8K1,1400.2%
SoFi Technologies, Inc.$394.0K15,0500.2%
VANGUARD INDEX FDS$386.9K6170.2%
DIMENSIONAL ETF TRUST$383.3K8,2270.2%
AbbVie Inc.$382.0K1,6720.2%
VANGUARD SCOTTSDALE FDS$364.9K7,7500.2%
ISHARES TR$361.3K3,0070.2%
AMERICAN CENTY ETF TR$356.5K4,6290.1%
SPDR SERIES TRUST$349.8K10,3470.1%
SPDR SERIES TRUST$348.0K7,6130.1%
SPDR INDEX SHS FDS$342.7K7,7170.1%
Robinhood Markets, Inc.$341.2K3,0170.1%
SHOPIFY INC$338.0K2,1000.1%
AUTOMATIC DATA PROCESSING INC$335.9K1,3060.1%
VANGUARD SCOTTSDALE FDS$335.5K5,7120.1%
HOME DEPOT, INC.$329.6K9580.1%
SPDR SERIES TRUST$311.0K3,4030.1%
SSGA ACTIVE TR$310.0K4,9750.1%
Viking Therapeutics Inc$297.4K8,4550.1%
GLOBAL X FDS$293.1K4,5240.1%
COCA COLA CO$287.3K4,1090.1%
VANGUARD INDEX FDS$282.8K3,1960.1%
Expedia Group Inc$280.5K9900.1%
Palo Alto Networks Inc$261.6K1,4200.1%
STRYKER CORP$245.3K6980.1%
VANGUARD INDEX FDS$243.6K9450.1%
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