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Asset Manager ← All Institutions

Innovator Capital Management, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$7M
+21.8%
Holdings
11
New Purchases
0
Added To
0
Closed
0
Reduced
11
Top 10 Concentration
95.7%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 17.76% 14.90% +2.86% $1M
AVGO 8.93% 6.83% +2.10% $581K
MSFT 17.12% 15.78% +1.34% $1M
NFLX 5.53% 4.97% +0.56% $360K
META 7.46% 7.16% +0.30% $486K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 14.16% 18.85% -4.69% $922K
COST 4.27% 5.25% -0.98% $278K
AMZN 10.52% 11.20% -0.68% $685K
GOOG 4.43% 4.82% -0.39% $288K
GOOGL 4.76% 5.11% -0.35% $310K
TSLA 5.06% 5.12% -0.07% $329K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $7M 100.0%

Portfolio Analytics

Avg Market Cap
$2.8T
Median Market Cap
$2.9T
Avg P/E
65.6
Median P/E
31.5
Avg Dividend Yield
0.00%
Avg Beta
1.39
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 17.76% 7,319 $1M $157.99 $360K -30 -0.4%
2 MSFT 17.12% 2,240 $1M $497.41 $271K -7 -0.3%
3 AAPL 14.16% 4,492 $922K $205.17 -$86K -44 -1.0%
4 AMZN 10.52% 3,121 $685K $219.39 $86K -27 -0.9%
5 AVGO 8.93% 2,109 $581K $275.65 $216K -73 -3.4%
6 META 7.46% 658 $486K $738.09 $103K -6 -0.9%
7 NFLX 5.53% 269 $360K $1,339.13 $94K -16 -5.6%
8 TSLA 5.06% 1,036 $329K $317.66 $55K -21 -2.0%
9 GOOGL 4.76% 1,760 $310K $176.23 $37K -8 -0.5%
10 GOOG 4.43% 1,624 $288K $177.39 $31K -24 -1.5%
11 COST 4.27% 281 $278K $989.94 -$3K -16 -5.4%
View SEC EDGAR Filings for Innovator Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms