Q3 2026 13F · SEC CIK 2157918
Ask Capital Investment Managers, LLC
Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $97.1M
- Reported positions
- 28
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $110.4M
Ask Capital Investment Managers, LLC is a wealth manager that reported 28 positions worth $97.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 15.2%), Abbvie Inc (ABBV, 5.9%), Alphabet Inc (GOOGL, 5.8%).
Ask Capital Investment Managers, LLC holdings all 28 positions.
Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AAPLApple Inc | 15.2% | — | $14.8M |
| ABBVAbbvie Inc | 5.9% | — | $5.7M |
| GOOGLAlphabet Inc | 5.8% | — | $5.7M |
| AMZNAmazon Com Inc | 5.5% | — | $5.3M |
| MSFTMicrosoft Corp | 5.4% | — | $5.3M |
| WMTWalmart Inc | 5.3% | — | $5.1M |
| TSMTaiwan Semiconductor Manufac | 5.2% | — | $5.0M |
| CVXChevron Corporation | 4.6% | — | $4.5M |
| CMICummins Inc | 4.5% | — | $4.4M |
| VVisa Inc | 4.3% | — | $4.2M |
| AITApplied Indl Technologies in | 4.1% | — | $4.0M |
| PSXPhillips 66 | 4.0% | — | $3.9M |
| ETNEaton Corp PLC | 3.6% | — | $3.5M |
| ORIOld Republic International Corp | 3.3% | — | $3.2M |
| LMTLockheed Martin Corp | 3.2% | — | $3.1M |
| NEENextera Energy Inc | 3.1% | — | $3.0M |
| AMGNAmgen Inc | 3.1% | — | $3.0M |
| EMEEmcor Group Inc | 2.8% | — | $2.8M |
| ADPAutomatic Data Processing in | 2.3% | — | $2.2M |
| LHXL3harris Technologies Inc | 1.9% | — | $1.8M |
| TPLTexas Pacific Land Corporati | 1.5% | — | $1.4M |
| DEDeere & Co | 1.4% | — | $1.4M |
| VIGVanguard Specialized Funds | 1.0% | — | $984K |
| VUGVanguard Index Fds | 1.0% | — | $961K |
| NVDANvidia Corporation | 0.7% | — | $637K |
| LOWLowes Cos Inc | 0.6% | — | $548K |
| VLOValero Energy Corp | 0.4% | — | $388K |
| HOMBHome Bancshares Inc | 0.3% | — | $282K |
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $97.1M | 28 |
Questions about Ask Capital Investment Managers, LLC's portfolio
What stocks does Ask Capital Investment Managers, LLC own?
Ask Capital Investment Managers, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 28 positions worth $97.1M. The largest are Apple Inc (AAPL) at 15.2%, Abbvie Inc (ABBV) at 5.9%, Alphabet Inc (GOOGL) at 5.8%, Amazon Com Inc (AMZN) at 5.5% and Microsoft Corp (MSFT) at 5.4%.
When is Ask Capital Investment Managers, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ask Capital Investment Managers, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Ask Capital Investment Managers, LLC manage?
Ask Capital Investment Managers, LLC reported $110.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $97.1M.