Markowski Investments

CIK 0002149795 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Markowski Investments reported 619 positions worth $454.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPYG (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$454.2M
2026 Q2
Positions
619
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.5%
Est. Net Flow (Q)
2026 Q2
10 / 619 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYGSPDR SERIES TRUSTSH$36.4M8.02%306,162
2VGTVANGUARD WORLD FDSH$28.7M6.32%240,132
3VIGVANGUARD SPECIALIZED FUNDSSH$25.4M5.60%107,534
4VYMVANGUARD WHITEHALL FDSSH$22.8M5.03%144,471
5JAAAJANUS DETROIT STR TRSH$20.6M4.53%407,951
6AAPLAPPLE INCSH$19.5M4.29%67,359
7XSMOINVESCO EXCHANGE TRADED FD TSH$18.3M4.03%195,594
8PFFISHARES TRSH$16.8M3.69%549,635
9JBBBJANUS DETROIT STR TRSH$13.6M3.00%287,639
10VYMIVANGUARD WHITEHALL FDSSH$13.4M2.95%136,539

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Markowski Investments hold as of Q2 2026?

Markowski Investments reported 619 positions worth $454.2M in its Q2 2026 13F filing. Largest positions: SPYG (8.0%), VGT (6.3%), VIG (5.6%), VYM (5.0%) and JAAA (4.5%).

What did Markowski Investments buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Markowski Investments sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.