# Maloon Powers Pitre Higgins & Dennehy, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2149656. Source: https://holderbook.com/funds/2149656-maloon-powers-pitre-higgins-dennehy-llc/

- Reported value: $291.0M
- Positions: 147
- Weight of the ten largest: 48.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $36.8M | 127,329 | 12.7% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $19.5M | 102,121 | 6.7% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $18.3M | 77,453 | 6.3% | 1 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $14.3M | 189,195 | 4.9% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $10.7M | 86,473 | 3.7% | 1 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $10.1M | 35,536 | 3.5% | 1 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $8.2M | 51,857 | 2.8% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $7.8M | 53,390 | 2.7% | 1 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $7.7M | 31,668 | 2.6% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $6.7M | 9,032 | 2.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.7M | 17,986 | 2.3% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $6.2M | 10,994 | 2.1% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $5.4M | 119,514 | 1.9% | 1 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $4.9M | 47,515 | 1.7% | 1 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $4.8M | 67,778 | 1.7% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.4M | 4,667 | 1.5% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $3.9M | 17,899 | 1.3% | 1 |
| CALIFORNIA BANCORP | [BCAL](https://holderbook.com/stocks/BCAL/) | $3.6M | 170,396 | 1.2% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.5M | 5,145 | 1.2% | 1 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $3.2M | 20,674 | 1.1% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.1M | 13,039 | 1.1% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.1M | 15,470 | 1.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.1M | 6,144 | 1.1% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $3.1M | 39,661 | 1.1% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.7M | 6,399 | 0.9% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,165 | 0.9% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.7M | 22,590 | 0.9% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $2.3M | 3,221 | 0.8% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.3M | 6,657 | 0.8% | 1 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $2.2M | 4,146 | 0.7% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.1M | 8,202 | 0.7% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $2.0M | 96,427 | 0.7% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.9M | 5,870 | 0.7% | 1 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.8M | 7,243 | 0.6% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.7M | 20,909 | 0.6% | 1 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $1.7M | 4,589 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.7M | 21,032 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.6M | 18,972 | 0.6% | 1 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $1.6M | 27,501 | 0.5% | 1 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $1.6M | 13,554 | 0.5% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.6M | 2,145 | 0.5% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.5M | 10,385 | 0.5% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.5M | 12,505 | 0.5% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.4M | 25,282 | 0.5% | 1 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $1.4M | 9,772 | 0.5% | 1 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $1.4M | 18,151 | 0.5% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.3M | 29,758 | 0.4% | 1 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $1.3M | 12,240 | 0.4% | 1 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $1.2M | 5,029 | 0.4% | 1 |
| VANGUARD INSTL INDEX FD | [VGUS](https://holderbook.com/stocks/VGUS/) | $1.1M | 15,149 | 0.4% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1M | 1,971 | 0.4% | 1 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $1.1M | 21,048 | 0.4% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.1M | 908 | 0.4% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $994.5K | 2,820 | 0.3% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $979.6K | 3,893 | 0.3% | 1 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $966.3K | 30,473 | 0.3% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $949.3K | 5,137 | 0.3% | 1 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $941.6K | 6,613 | 0.3% | 1 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $941.4K | 2,299 | 0.3% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $882.2K | 6,865 | 0.3% | 1 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $868.5K | 11,324 | 0.3% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $863.9K | 1,809 | 0.3% | 1 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $838.7K | 15,645 | 0.3% | 1 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $814.4K | 5,351 | 0.3% | 1 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $807.1K | 4,123 | 0.3% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.3% | 1 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $720.9K | 8,679 | 0.2% | 1 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $686.4K | 4,170 | 0.2% | 1 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $681.3K | 3,201 | 0.2% | 1 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $676.9K | 1,704 | 0.2% | 1 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $669.6K | 4,895 | 0.2% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $651.1K | 6,764 | 0.2% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $607.3K | 5,362 | 0.2% | 1 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $567.1K | 4,721 | 0.2% | 1 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $563.7K | 5,110 | 0.2% | 1 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $550.2K | 1,397 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $546.6K | 1,944 | 0.2% | 1 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $536.7K | 1,533 | 0.2% | 1 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $528.8K | 4,251 | 0.2% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $511.1K | 1,891 | 0.2% | 1 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $509.0K | 2,217 | 0.2% | 1 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $507.8K | 5,940 | 0.2% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $503.9K | 1,670 | 0.2% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $498.7K | 3,648 | 0.2% | 1 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $498.0K | 5,665 | 0.2% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $469.7K | 3,364 | 0.2% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $457.3K | 1,341 | 0.2% | 1 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $454.9K | 602 | 0.2% | 1 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $447.7K | 3,403 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $438.1K | 16,530 | 0.2% | 1 |
| PG&E CORP | [PCG](https://holderbook.com/stocks/PCG/) | $430.4K | 25,588 | 0.1% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $422.5K | 4,656 | 0.1% | 1 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $420.4K | 10,449 | 0.1% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $419.1K | 15,722 | 0.1% | 1 |
| ISHARES TR | [IWX](https://holderbook.com/stocks/IWX/) | $418.3K | 3,977 | 0.1% | 1 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $413.3K | 14,920 | 0.1% | 1 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $412.3K | 3,104 | 0.1% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $403.2K | 2,750 | 0.1% | 1 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $402.1K | 1,338 | 0.1% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $395.7K | 2,329 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $291.0M | 147 |