Maloon Powers Pitre Higgins & Dennehy, LLC
- SEC CIK
- 0002149656
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only.
- Positions
- 147
- No filing for Q1 2026
- Portfolio value
- $290.8M
- No filing for Q1 2026
Maloon Powers Pitre Higgins & Dennehy, LLC did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288877 | EAFE VALUE ETF | 18,151 | $1.39M | 0.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,772 | $1.43M | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 25,282 | $1.44M | 0.5% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 12,505 | $1.49M | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,385 | $1.54M | 0.5% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,145 | $1.55M | 0.5% | – | – | History |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 13,554 | $1.57M | 0.5% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 27,501 | $1.59M | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,972 | $1.63M | 0.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,032 | $1.69M | 0.6% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 4,589 | $1.70M | 0.6% | – | – | – |
| WFCWells Fargo & Company | Stock | 20,909 | $1.73M | 0.6% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 7,243 | $1.83M | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,870 | $1.92M | 0.7% | – | – | History |
| TAT&T Inc. | Stock | 96,427 | $2.00M | 0.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,202 | $2.08M | 0.7% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,146 | $2.17M | 0.7% | – | – | History |
| VVisa Inc. | Stock | 6,657 | $2.28M | 0.8% | – | – | History |
| PWRQuanta Services, Inc. | COM | 3,221 | $2.32M | 0.8% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 22,590 | $2.65M | 0.9% | – | – | History |
| CVXChevron Corp | Stock | 16,165 | $2.68M | 0.9% | – | – | History |
| TSLATesla, Inc. | Stock | 6,399 | $2.69M | 0.9% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 39,661 | $3.06M | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,144 | $3.07M | 1.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 15,470 | $3.10M | 1.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 13,039 | $3.11M | 1.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 20,674 | $3.23M | 1.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,145 | $3.53M | 1.2% | – | – | – |
| BCALCalifornia BanCorp | COM | 170,396 | $3.55M | 1.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,899 | $3.90M | 1.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,667 | $4.37M | 1.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 67,778 | $4.83M | 1.7% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 47,515 | $4.94M | 1.7% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 119,514 | $5.42M | 1.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,994 | $6.19M | 2.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 17,986 | $6.71M | 2.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,032 | $6.74M | 2.3% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 31,668 | $7.68M | 2.6% | – | – | – |
| ORCLOracle Corp | Stock | 53,390 | $7.82M | 2.7% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 51,857 | $8.19M | 2.8% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 35,536 | $10.1M | 3.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 86,473 | $10.7M | 3.7% | – | – | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 189,195 | $14.3M | 4.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 77,453 | $18.3M | 6.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,121 | $19.5M | 6.7% | – | – | – |
| AAPLApple Inc. | Stock | 127,329 | $36.8M | 12.7% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 888 | – | – | – | – | – |