PIAR LLC
92 holdingsFiling period: 2026-06-30Current AUM: $158.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 13.4K | $15.4M | $12.4M | 7.82% | +4.4K | 2026-06-30 |
| 2 | BE | BLOOM ENERGY CORP | 33.5K | $10.1M | $8.7M | 5.48% | +4.4K | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 50.5K | $10.1M | $10.7M | 6.75% | -8,380 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 22.7K | $6.6M | $7.5M | 4.74% | -1,154 | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 27.5K | $6.6M | $6.8M | 4.31% | +250 | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 11.5K | $6.5M | $7.7M | 4.87% | -1,730 | 2026-06-30 |
| 7 | LITE | LUMENTUM HLDGS INC | 6.7K | $5.8M | $5.6M | 3.55% | +4.0K | 2026-06-30 |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | 7.5K | $5.7M | $7.3M | 4.60% | -75 | 2026-06-30 |
| 9 | APP | APPLOVIN CORP | 10.9K | $5.6M | $3.6M | 2.28% | -1,875 | 2026-06-30 |
| 10 | TSLA | TESLA INC | 13.1K | $5.5M | $4.7M | 2.95% | -2,175 | 2026-06-30 |
| 11 | AVGO | BROADCOM INC | 13.2K | $5.0M | $4.5M | 2.81% | -800 | 2026-06-30 |
| 12 | FIX | COMFORT SYS USA INC | 2.5K | $5.0M | $3.9M | 2.48% | +600 | 2026-06-30 |
| 13 | WDC | WESTERN DIGITAL CORP | 6.9K | $4.4M | $2.9M | 1.80% | -- | 2026-06-30 |
| 14 | VRT | VERTIV HOLDINGS CO | 12.1K | $4.1M | $2.8M | 1.79% | +645 | 2026-06-30 |
| 15 | NFLX | NETFLIX INC. | 55.0K | $3.9M | $4.3M | 2.70% | -14,230 | 2026-06-30 |
| 16 | AXON | AXON ENTERPRISE INC | 6.5K | $3.7M | $2.9M | 1.82% | +100 | 2026-06-30 |
| 17 | — | SPOTIFY TECHNOLOGY S A | 7.5K | $3.4M | $3.4M | 2.17% | -520 | 2026-06-30 |
| 18 | GOOG | ALPHABET INC | 9.3K | $3.3M | $3.2M | 2.00% | +1.0K | 2026-06-30 |
| 19 | — | NEBIUS GROUP N.V. | 11.1K | $3.1M | $3.1M | 1.92% | +4.0K | 2026-06-30 |
| 20 | GOOGL | ALPHABET INC | 7.7K | $2.7M | $2.6M | 1.67% | -640 | 2026-06-30 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 4.4K | $2.6M | $2.2M | 1.40% | +50 | 2026-06-30 |
| 22 | STRL | STERLING INFRASTRUCTURE INC | 3.0K | $2.5M | $1.4M | 0.86% | +380 | 2026-06-30 |
| 23 | CLS | CELESTICA INC | 6.7K | $2.4M | $2.1M | 1.34% | +2.4K | 2026-06-30 |
| 24 | ALAB | ASTERA LABS INC | 68 | $2.4M | $1.3M | 0.79% | +20 | 2026-06-30 |
| 25 | GLW | CORNING INC | 8.1K | $2.1M | $1.2M | 0.73% | -- | 2026-06-30 |
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