Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC declares $5.4B in 201 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 27.4% of its $19.6B 13F portfolio. Largest positions: Apple (0.02% of the company) and NVIDIA (0.01% of the company). Over time: $5.4B in 201 of these companies for Q2 2026, against $496.4M in 114 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $285.9M and sold $891.7M of these stocks, at the quarter's prices: a net sale of $605.8M; 13 new positions and 6 sold out.

Performance of its AI picks

The AI-stock portfolio Steward Partners Investment Advisory, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +3.4% in Q3 2026 (SMH -7.1%), ranked 953 of 1,785 active managers. Over the last 12 months, quarter after quarter: +24.3% (SMH +87.2%), ranked 962 of 1,360 active managers. Over three years, quarter after quarter: +138.5% (SMH +325.8%), ranked 490 of 784 active managers. Over five years, quarter after quarter: +148.6% (SMH +389.8%), ranked 325 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Apple (AAPL): $657.8M, 2.3M shares, 0.02% of the company, 3.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. NVIDIA (NVDA): $609.8M, 3.0M shares, 0.01% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL): $601.1M, 1.7M shares, 0.01% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Amazon (AMZN): $373.9M, 1.6M shares, 0.01% of the company, 1.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Microsoft (MSFT): $372.9M, 999,760 shares, 0.01% of the company, 1.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Broadcom (AVGO): $306.6M, 811,617 shares, 0.02% of the company, 1.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Meta Platforms (META): $214.5M, 380,818 shares, 0.01% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. AMD (AMD): $131.8M, 226,806 shares, 0.01% of the company, 0.67% of its portfolio (added this quarter); held since Q4 2019 or earlier
  9. Caterpillar (CAT): $91.6M, 86,006 shares, 0.02% of the company, 0.47% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  10. GE Vernova (GEV): $88.6M, 75,411 shares, 0.03% of the company, 0.45% of its portfolio (trimmed this quarter); held since Q2 2024
  11. Cisco (CSCO): $83.0M, 706,859 shares, 0.02% of the company, 0.42% of its portfolio (added this quarter); held since Q4 2019 or earlier
  12. Applied Materials (AMAT): $79.2M, 109,577 shares, 0.01% of the company, 0.40% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. Palo Alto Networks (PANW): $75.9M, 222,654 shares, 0.03% of the company, 0.39% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Eaton (ETN): $75.8M, 177,949 shares, 0.05% of the company, 0.39% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Lam Research (LRCX): $75.0M, 172,964 shares, 0.01% of the company, 0.38% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

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