Markowski Investments
Markowski Investments reported 694 stocks worth $448M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPYG (8.4%), VGT (6.8%) and VIG (5.6%). Compared with Q2 2026, the fund opened new positions in XOM and SPCX, added to VGT, VIG and VYM, trimmed SPYG, AAPL and JAAA and sold out of XOM, IYRI and IOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $37.6M | 8.4% | 305K | −1,010 (−0%) | 2 of 2 | |
| 2 |  VGT Vanguard World FD | $30.3M | 6.8% | 241K | +1,163 (+0%) | 2 of 2 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $25.2M | 5.6% | 108K | +518 (+0%) | 2 of 2 | |
| 4 |  VYM Vanguard Whitehall Fds | $22.5M | 5.0% | 145K | +676 (+0%) | 2 of 2 | |
| 5 |  AAPL Apple Inc | $20.1M | 4.5% | 60K | −7,023 (−10%) | 2 of 2 | |
| 6 |  JAAA Janus Detroit Str TR | $19.7M | 4.4% | 390K | −18K (−4%) | 2 of 2 | |
| 7 |  PFF Ishares TR | $16.3M | 3.6% | 552K | +2,433 (+0%) | 2 of 2 | |
| 8 |  XSMO Invesco Exchange Traded FD T | $15.9M | 3.5% | 195K | −503 (−0%) | 2 of 2 | |
| 9 |  VYMI Vanguard Whitehall Fds | $14.1M | 3.1% | 139K | +2,937 (+2%) | 2 of 2 | |
| 10 |  JBBB Janus Detroit Str TR | $13.9M | 3.1% | 294K | +6,670 (+2%) | 2 of 2 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.1M | 15K |
 IYRI Neos ETF Trust | $48K | 986 |
 IOT Samsara Inc | $37K | 1,138 |
 AVAV Aerovironment Inc | $34K | 207 |
 NUE Nucor Corp | $29K | 128 |
🔒 Free account: see all 29.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ADBE Adobe Inc | Call | $48K | 200 | +200 |
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Markowski Investments 13F FAQ
What does Markowski Investments own?
Markowski Investments reported 694 stocks worth $448M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPYG (8.4%), VGT (6.8%) and VIG (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Markowski Investments buy and sell in Q3 2026?
Compared with Q2 2026: 105 new positions, 194 added to, 110 trimmed and 29 sold out. New positions include XOM and SPCX. It sold all of XOM, IYRI and IOT.
When will Markowski Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Markowski Investments's portfolio worth?
The Q3 2026 filing reports $448M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.