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Asset Manager ← All Institutions

Innovator Capital Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$4M
-37.8%
Holdings
11
New Purchases
0
Added To
0
Closed
2
Reduced
9
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 16.88% 14.16% +2.72% $684K
NVDA 20.13% 17.76% +2.37% $816K
GOOGL 6.37% 4.76% +1.60% $258K
TSLA 6.63% 5.06% +1.57% $269K
GOOG 5.81% 4.43% +1.38% $235K
AVGO 9.70% 8.93% +0.77% $393K
MSFT 17.24% 17.12% +0.13% $699K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NFLX 0.00% 5.53% -5.53% $0
COST 0.00% 4.27% -4.27% $0
AMZN 10.08% 10.52% -0.43% $409K
META 7.16% 7.46% -0.30% $290K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $4M 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 20.13% 4,372 $816K $186.58 -$341K -2,947 -40.3%
2 MSFT 17.24% 1,349 $699K $517.95 -$415K -891 -39.8%
3 AAPL 16.88% 2,686 $684K $254.63 -$238K -1,806 -40.2%
4 AMZN 10.08% 1,861 $409K $219.57 -$276K -1,260 -40.4%
5 AVGO 9.70% 1,191 $393K $329.91 -$188K -918 -43.5%
6 META 7.16% 395 $290K $734.38 -$196K -263 -40.0%
7 TSLA 6.63% 604 $269K $444.72 -$60K -432 -41.7%
8 GOOGL 6.37% 1,061 $258K $243.10 -$52K -699 -39.7%
9 GOOG 5.81% 966 $235K $243.55 -$53K -658 -40.5%
10 COST —% -$278K -281 -100.0% SOLD
11 NFLX —% -$360K -269 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
COST —%
NFLX —%
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