Fishy Whales
13F Institutional Portfolio · CIK 2012383

BlackRock

Reported 2026-06-30 · filed 2026-08-07
← All funds
$6.73T
Portfolio value
49,968
Positions
310
New positions
267
Sold out

13F book value over time

5 quarters
Quarter
+18%
1 Yr
+28%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
NVDA Information Technology $388.87B 5.8%
AAPL Information Technology $337.01B 5.0% +2%
MSFT Information Technology $226.59B 3.4% +2%
AMZN Consumer Discretionary $178.95B 2.7% +2%
GOOG Communication Services $164.74B 2.4% +3%
AVGO Information Technology $150.45B 2.2% +3%
GOOG Communication Services $130.7B 1.9% +1%
MU Information Technology $121.04B 1.8% +1%
META Communication Services $97.7B 1.5% +3%
TSLA Consumer Discretionary $90.1B 1.3% +3%
AMD Information Technology $87.31B 1.3% +3%
LLY Health Care $81.01B 1.2% +2%
JPM-PM Financials $67.53B 1.0%
IAUM Financials $66.77B 1.0% +2%
BRK-B Financials $60.64B 0.9%
INTC Information Technology $59.55B 0.9% -5%
AMAT Information Technology $57.99B 0.9% +2%
LRCX Information Technology $57.56B 0.9%
JNJ Health Care $53.87B 0.8%
V Financials $47.23B 0.7% +1%
XOM Energy $45.77B 0.7% +4%
CSCO Information Technology $42.13B 0.6% -2%
CAT Industrials $40.46B 0.6% +2%
WMT Consumer Staples $40.2B 0.6%
KLAC Health Care $38.08B 0.6% +902%

Sector allocation

SIC-derived
Information Technology 43%Financials 12%Communication Services 10%Health Care 9%Consumer Discretionary 8%Industrials 6%Consumer Staples 4%Energy 2%Unclassified 2%Materials 2%Utilities 1%Real Estate 1%

Top buys

added this quarter
CompanyActionΔ value
MU added +86.13B
AMD added +57.66B
AAPL added +46.44B
GOOG added +36.2B
AMAT added +31B
AVGO added +30.98B
GOOG added +26.07B

Top sells

trimmed + exited
CompanyActionΔ value
Honeywell Intl Inc sold out −11.05B
GLD trimmed −3.83B
CRM trimmed −3.48B
COST trimmed −2.83B
BSX trimmed −2.74B
STT trimmed −2.59B
Cme Group Inc trimmed −2.54B