one8zero8, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
OL
one8zero8, LLC
Institutional Filerâ–¼ 2.12%$449.0M259

Current Portfolio Holdings

Showing all 259 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AAPLApple Inc.Technology119K$30.2M6.74%
2BRKBBERKSHIRE HATHAWAY INC DEL—45K$21.4M4.78%
3FTNTFortinet, Inc.Technology201K$16.5M3.66%
4JPMJPMorgan Chase & Co.Financial Services52K$15.2M3.40%
5MSFTMicrosoft CorporationTechnology41K$15.1M3.36%
6JNJJohnson & JohnsonHealthcare59K$14.5M3.22%
7TTEKTetra Tech, Inc.Industrials451K$13.6M3.03%
8ETNEaton Corporation plcIndustrials36K$12.8M2.85%
9GOOGAlphabet Inc.Technology32K$9.2M2.06%
10AMZNAmazon.com, Inc.Consumer Cyclical43K$8.9M1.99%
11BXBlackstone Inc.Financial Services68K$7.8M1.73%
12CTRECareTrust REIT, Inc.Real Estate195K$7.1M1.59%
13ARCCAres Capital CorporationFinancial Services387K$7.0M1.55%
14CLMTCalumet, Inc.Energy188K$6.8M1.51%
15XOMExxon Mobil CorporationEnergy36K$6.1M1.35%
Showing 1 to 15 of 259 holdings
one8zero8, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner