Institutional manager

NewEdge Advisors, LLC

Holds positions in 530 of the S&P 500, worth $14.9bn as reported for the quarter ended 30-jun-2026.

Positions held530of 488 index companies covered

Reported value$14.9bnS&P 500 positions only

Top ten weight36%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 530 held. The rest are smaller than every one of these.

Apple Inc.AAPL3.5m$1.01bnInformation Technology Alphabet Inc. (Class A)GOOGL2.1m$738mCommunication Services NvidiaNVDA3.5m$697mInformation Technology MicrosoftMSFT1.7m$620mInformation Technology AmazonAMZN2.2m$517mConsumer Discretionary JPMorgan ChaseJPM1.5m$476mFinancials BroadcomAVGO939,989$355mInformation Technology Berkshire HathawayBRK.B668,229$353mFinancials WalmartWMT2.9m$324mConsumer Staples CiscoCSCO2.5m$294mInformation Technology Advanced Micro DevicesAMD506,265$294mInformation Technology Visa Inc.V760,691$261mFinancials Micron TechnologyMU214,739$248mInformation Technology Meta PlatformsMETA422,101$238mCommunication Services Lilly (Eli)LLY194,721$234mHealth Care Johnson & JohnsonJNJ917,872$233mHealth Care Caterpillar Inc.CAT212,215$226mIndustrials ExxonMobilXOM1.6m$222mEnergy Dell TechnologiesDELL480,589$207mInformation Technology Chevron CorporationCVX1.2m$207mEnergy Tesla, Inc.TSLA409,932$172mConsumer Discretionary Home Depot (The)HD472,273$167mConsumer Discretionary Palo Alto NetworksPANW467,364$159mInformation Technology TJX CompaniesTJX1.0m$159mConsumer Discretionary CostcoCOST155,824$146mConsumer Staples Phillips 66PSX823,275$139mEnergy Taiwan Semiconductor ManufacturingTSM243,543$116m Applied MaterialsAMAT154,918$112mInformation Technology AbbVieABBV439,164$111mHealth Care Southern CompanySO1.1m$102mUtilities Bank of AmericaBAC1.8m$101mFinancials Analog DevicesADI250,858$100mInformation Technology PrologisPLD706,097$96mReal Estate Philip Morris InternationalPM504,103$91mConsumer Staples GE HealthCareGEHC1.3m$84mHealth Care Lam ResearchLRCX192,888$84mInformation Technology GE VernovaGEV69,996$82mIndustrials BoeingBA340,198$74mIndustrials BNY MellonBNY502,866$73mFinancials CumminsCMI101,415$72mIndustrials BlackRockBLK73,695$71mFinancials SandiskSNDK30,221$69mInformation Technology Western DigitalWDC106,193$68mInformation Technology Eaton CorporationETN158,898$68mIndustrials Kimberly-ClarkKMB595,464$65mConsumer Staples Genuine Parts CompanyGPC546,151$64mConsumer Discretionary Palantir TechnologiesPLTR548,759$64mInformation Technology J.M. Smucker Company (The)SJM564,096$63mConsumer Staples Goldman SachsGS62,498$63mFinancials Emerson ElectricEMR438,351$63mIndustrials EntergyETR532,196$61mUtilities Oracle CorporationORCL409,753$60mInformation Technology MastercardMA115,937$60mFinancials Hartford (The)HIG446,491$59mFinancials Merck & Co.MRK455,515$59mHealth Care Morgan StanleyMS278,364$58mFinancials KLA CorporationKLAC192,552$58mInformation Technology GE AerospaceGE155,056$58mIndustrials Gilead SciencesGILD442,389$56mHealth Care IBMIBM198,163$56mInformation Technology

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.