13F Insight
DOSSIER · 13F-HR · Q3 2026

Johnson Dunn Capital Advisors Inc

$140M in tracked AUM across 156 positions as of Q3 2026.

JD
CIK 0002164865 · last filed Sep 30, 2026
Total AUM
$140M
as of Q3 2026
Holdings
156
+156 QoQ
positions
Whale Score
48
48
tracked
Activity
156
+156 new, −0 sold
changes this Q
AI Analysis · Q3 2026

Johnson Dunn Capital Advisors Inc filed its latest 13F-HR for Q3 2026. 156 position changes this quarter — 156 new, 0 exited, 0 added, 0 trimmed.

Quarter at a glance — Q3 2026

156 material changes this filing.

NEW
NVDANVIDIA CORP
+26K sh
+$6M
4.3%
NEW
AAPLAPPLE INC
+12K sh
+$4M
2.9%
NEW
GOOGALPHABET INC CLASS CLASS C
+11K sh
+$4M
2.7%
NEW
QQQINVESCO QQQ TR
+5K sh
+$3M
2.5%
NEW
IBMIBM CORP
+15K sh
+$3M
2.4%
NEW
AVGOBROADCOM INC
+9K sh
+$3M
2.4%
NEW
LRCXLAM RESH CORP
+10K sh
+$3M
2.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$6M26K4.3%02
AAPL
APPLE INC
$4M12K2.9%03
GOOG
ALPHABET INC CLASS CLASS C
$4M11K2.7%04
QQQ
INVESCO QQQ TR
$3M5K2.5%05
IBM
IBM CORP
$3M15K2.4%06
AVGO
BROADCOM INC
$3M9K2.4%07
LRCX
LAM RESH CORP
$3M10K2.3%08
META
META PLATFORMS INC CLASS A
$3M4K2.3%09
MSFT
MICROSOFT CORP
$3M6K2.3%10
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
$3M22K2.0%

Filing history

2026Q3Sep 30
$140M—
156 positionsView →