OUTFITTERS FINANCIAL LLC — 13F Holdings

2026 Q2  ·  86 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, OUTFITTERS FINANCIAL LLC maintained a portfolio of 86 distinct positions. The most significant new addition was DUPONT DE NEMOURS INC, now representing 0.98% of the total fund value. They heavily accumulated shares in DEVON ENERGY CORP NEW, increasing the position by 67.7%. Conversely, OUTFITTERS FINANCIAL LLC completely exited their position in DUPONT DE NEMOURS INC.
Position History hover any row below to update
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OUTFITTERS FINANCIAL LLC Bethesda, MD Registered Investment Advisor (RIA) AUM $141M
PCA Score Concentration Risk
Risk ENB
Total Positions
86
Quarter
2026 Q2
Top Holding
AMAT (7.0%)
Top 10 Concentration
38.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 86

OUTFITTERS FINANCIAL LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AMAT
APPLIED MATLS I...
Technology 6.97% 3.85% #1 1
Prev: #2
5.3
-823 -5.7%
P
S
13,742 $9,935,466 2020 Q4 13F Filing 2026-06-30 2026-08-10
EPD
ENTERPRISE PROD...
Energy 5.16% 5.87% #2 1
Prev: #1
4.6
no change no change
P
S
200,372 $7,365,675 2020 Q4 13F Filing 2026-06-30 2026-08-10
NVT
NVENT ELEC PLC
Industrials 4.06% 3.19% #3 3
Prev: #6
3.1
-725 -2.1%
P
S
34,130 $5,788,789 2020 Q4 13F Filing 2026-06-30 2026-08-10
AAPL
APPLE INC
Technology 3.54% 3.48% #4
Prev: #4
2.4
-223 -1.3%
P
S
17,467 $5,054,251 2020 Q4 13F Filing 2026-06-30 2026-08-10
JPM
JPMORGAN CHASE ...
Financial Services 3.54% 3.53% #5 2
Prev: #3
2.4
-105 -0.7%
P
S
15,417 $5,046,447 2020 Q4 13F Filing 2026-06-30 2026-08-10
GOOGL
ALPHABET INC
Communication Services 3.41% 3.21% #6 1
Prev: #5
1.9
-805 -5.6%
P
S
13,595 $4,858,445 2020 Q4 13F Filing 2026-06-30 2026-08-10
SCHA
SCHWAB STRATEGI...
ETF 3.39% 3.01% #7
Prev: #7
2.4
no change no change
P
S
133,661 $4,829,172 2020 Q4 13F Filing 2026-06-30 2026-08-10
AMZN
AMAZON COM INC
Consumer Cyclical 3.01% 2.97% #8
Prev: #8
1.7
-440 -2.4%
P
S
17,990 $4,287,737 2020 Q4 13F Filing 2026-06-30 2026-08-10
JNJ
JOHNSON & JOHNS...
Healthcare 2.77% 2.97% #9
Prev: #9
1.6
-150 -1.0%
P
S
15,532 $3,944,662 2020 Q4 13F Filing 2026-06-30 2026-08-10
CSCO
CISCO SYS INC
Technology 2.77% 2.03% #10 6
Prev: #16
1.6
-250 -0.7%
P
S
33,581 $3,944,424 2020 Q4 13F Filing 2026-06-30 2026-08-10
VTI
VANGUARD INDEX ...
ETF 2.70% 2.60% #11 1
Prev: #12
1.6
-70 -0.7%
P
S
10,389 $3,844,346 2020 Q4 13F Filing 2026-06-30 2026-08-10
META
META PLATFORMS ...
Communication Services 2.46% 2.78% #12 2
Prev: #10
1.5
-50 -0.8%
P
S
6,227 $3,507,607 2020 Q4 13F Filing 2026-06-30 2026-08-10
WMT
WALMART INC
Consumer Defensive 2.25% 2.75% #13 2
Prev: #11
1.4
-210 -0.7%
P
S
28,370 $3,213,186 2020 Q4 13F Filing 2026-06-30 2026-08-10
GAIN
GLADSTONE INVT ...
Financial Services 2.20% 2.25% #14
Prev: #14
1.4
-1,750 -0.9%
P
S
203,370 $3,144,100 2020 Q4 13F Filing 2026-06-30 2026-08-10
QQQ
INVESCO QQQ TR
ETF 1.98% 1.68% #15 3
Prev: #18
1.3
68 1.8%
P
S
3,827 $2,818,203 2021 Q4 13F Filing 2026-06-30 2026-08-10
ET
ENERGY TRANSFER...
Energy 1.85% 2.06% #16 1
Prev: #15
1.7
no change no change
P
S
137,762 $2,634,009 2020 Q4 13F Filing 2026-06-30 2026-08-10
SCHX
SCHWAB STRATEGI...
ETF 1.61% 1.58% #17 2
Prev: #19
1.1
-1,700 -2.1%
P
S
78,070 $2,297,600 2020 Q4 13F Filing 2026-06-30 2026-08-10
WM
WASTE MGMT INC ...
Industrials 1.53% 1.75% #18 1
Prev: #17
1.1
-35 -0.4%
P
S
9,779 $2,179,544 2020 Q4 13F Filing 2026-06-30 2026-08-10
RTX
RTX CORPORATION
Industrials 1.42% 1.39% #19 4
Prev: #23
2.6
1,325 14.2%
P
S
10,655 $2,021,573 2020 Q4 13F Filing 2026-06-30 2026-08-10
AMD
ADVANCED MICRO ...
Technology 1.40% 0.54% #20 37
Prev: #57
1.6
no change no change
P
S
3,440 $1,998,330 2024 Q1 13F Filing 2026-06-30 2026-08-10
CVX
CHEVRON CORPORA...
Energy 1.39% 2.32% #21 8
Prev: #13
1.1
-2,525 -17.4%
P
S
11,977 $1,985,308 2020 Q4 13F Filing 2026-06-30 2026-08-10
DE
DEERE & CO
Industrials 1.35% 1.33% #22 3
Prev: #25
1.0
-10 -0.3%
P
S
3,040 $1,928,363 2020 Q4 13F Filing 2026-06-30 2026-08-10
CSX
CSX CORP
Industrials 1.29% 1.25% #23 5
Prev: #28
1.0
-420 -1.1%
P
S
38,840 $1,846,065 2022 Q4 13F Filing 2026-06-30 2026-08-10
FITB
FIFTH THIRD BAN...
Financial Services 1.29% 1.16% #24 7
Prev: #31
1.0
160 0.5%
P
S
32,530 $1,833,716 2023 Q4 13F Filing 2026-06-30 2026-08-10
TOL
TOLL BROTHERS I...
Consumer Cyclical 1.28% 1.17% #25 5
Prev: #30
1.0
-15 -0.1%
P
S
11,040 $1,818,840 2021 Q2 13F Filing 2026-06-30 2026-08-10
SNOW
SNOWFLAKE INC
Technology 1.26% 0.81% #26 19
Prev: #45
1.0
130 1.9%
P
S
7,045 $1,792,953 2021 Q4 13F Filing 2026-06-30 2026-08-10
GD
GENERAL DYNAMIC...
Industrials 1.25% 1.33% #27 1
Prev: #26
1.0
30 0.6%
P
S
5,024 $1,779,702 2021 Q4 13F Filing 2026-06-30 2026-08-10
BUD
ANHEUSER BUSCH ...
Consumer Defensive 1.23% 1.16% #28 4
Prev: #32
1.0
-280 -1.3%
P
S
21,375 $1,761,300 2021 Q4 13F Filing 2026-06-30 2026-08-10
GOOG
ALPHABET INC
Communication Services 1.21% 1.12% #29 7
Prev: #36
1.0
-140 -2.8%
P
S
4,890 $1,727,784 2020 Q4 13F Filing 2026-06-30 2026-08-10
PEP
PEPSICO INC
Consumer Defensive 1.18% 1.51% #30 10
Prev: #20
1.0
-145 -1.2%
P
S
12,378 $1,675,981 2020 Q4 13F Filing 2026-06-30 2026-08-10
DVN
DEVON ENERGY CO...
Energy 1.17% 0.93% #31 11
Prev: #42
3.5
16,259 67.7%
P
S
40,259 $1,663,502 2024 Q4 13F Filing 2026-06-30 2026-08-10
MPLX
MPLX LP
Energy 1.10% 1.24% #32 3
Prev: #29
1.4
no change no change
P
S
27,972 $1,575,663 2020 Q4 13F Filing 2026-06-30 2026-08-10
SCHD
SCHWAB STRATEGI...
ETF 1.09% 1.16% #33
Prev: #33
1.4
no change no change
P
S
48,955 $1,552,363 2020 Q4 13F Filing 2026-06-30 2026-08-10
PNR
PENTAIR PLC
Industrials 1.06% 1.29% #34 7
Prev: #27
0.9
575 3.0%
P
S
19,710 $1,510,969 2020 Q4 13F Filing 2026-06-30 2026-08-10
MCD
MCDONALDS CORP
Consumer Cyclical 1.05% 1.36% #35 11
Prev: #24
0.9
-85 -1.5%
P
S
5,555 $1,501,572 2020 Q4 13F Filing 2026-06-30 2026-08-10
NVDA
NVIDIA CORPORAT...
Technology 1.05% 1.01% #36 3
Prev: #39
1.4
no change no change
P
S
7,485 $1,497,674 2021 Q4 13F Filing 2026-06-30 2026-08-10
DUK
DUKE ENERGY COR...
Utilities 0.99% 1.13% #37 3
Prev: #34
1.4
no change no change
P
S
11,190 $1,416,430 2021 Q4 13F Filing 2026-06-30 2026-08-10
N/A
DUPONT DE NEMOU...
Unknown 0.98% #38
Prev: #—
3.9
10,356
NEW
10,356 $1,404,688 13F Filing 2026-06-30 2026-08-10
OKE
ONEOK INC NEW
Energy 0.91% 1.40% #39 18
Prev: #21
0.4
-5,000 -25.0%
P
S
15,000 $1,304,100 2024 Q4 13F Filing 2026-06-30 2026-08-10
BSX
BOSTON SCIENTIF...
Healthcare 0.88% 1.40% #40 18
Prev: #22
0.9
500 1.7%
P
S
29,277 $1,249,542 2020 Q4 13F Filing 2026-06-30 2026-08-10
PR
PERMIAN RESOURC...
Energy 0.87% 1.13% #41 6
Prev: #35
0.8
-1,175 -1.7%
P
S
67,536 $1,243,338 2023 Q4 13F Filing 2026-06-30 2026-08-10
PSTG
EVERPURE INC
Technology 0.87% 0.72% #42 7
Prev: #49
0.8
75 0.5%
P
S
15,735 $1,239,761 2024 Q1 13F Filing 2026-06-30 2026-08-10
SO
SOUTHERN CO
Utilities 0.87% 0.74% #43 4
Prev: #47
2.8
3,010 30.4%
P
S
12,900 $1,234,659 2025 Q1 13F Filing 2026-06-30 2026-08-10
PANW
PALO ALTO NETWO...
Technology 0.86% 0.43% #44 20
Prev: #64
0.8
155 4.5%
P
S
3,610 $1,231,082 2025 Q3 13F Filing 2026-06-30 2026-08-10
AMT
AMERICAN TOWER ...
Real Estate 0.77% 0.89% #45 2
Prev: #43
0.8
85 1.3%
P
S
6,730 $1,100,826 2024 Q1 13F Filing 2026-06-30 2026-08-10
ETN
EATON CORP PLC
Industrials 0.72% 0.66% #46 4
Prev: #50
1.3
no change no change
P
S
2,397 $1,021,410 2020 Q4 13F Filing 2026-06-30 2026-08-10
MDT
MEDTRONIC PLC
Healthcare 0.72% 0.88% #47 3
Prev: #44
0.8
-100 -0.8%
P
S
13,045 $1,020,510 2020 Q4 13F Filing 2026-06-30 2026-08-10
ENB
ENBRIDGE INC
Energy 0.68% 0.77% #48 2
Prev: #46
0.8
-500 -2.7%
P
S
17,775 $963,583 2020 Q4 13F Filing 2026-06-30 2026-08-10
AVAV
AEROVIRONMENT I...
Industrials 0.67% 0.73% #49 1
Prev: #48
2.3
705 13.8%
P
S
5,830 $962,358 2024 Q1 13F Filing 2026-06-30 2026-08-10
AXP
AMERICAN EXPRES...
Financial Services 0.66% 0.65% #50 1
Prev: #51
1.3
no change no change
P
S
2,785 $942,026 2024 Q1 13F Filing 2026-06-30 2026-08-10
Showing 1-50 of 86 holdings

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