Vann Equity Management LLC

Est. AUM

$140.4M

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$11.0M	63161	7.85%	SOLE
2	APPLE INC	COM	$6.8M	26665	4.82%	SOLE
3	MICROSOFT CORP	COM	$6.6M	17909	4.72%	SOLE
4	ALPHABET INC	CAP STK CL A	$6.4M	22377	4.58%	SOLE
5	AMAZON COM INC	COM	$5.0M	24158	3.58%	SOLE
6	BROADCOM INC	COM	$4.6M	14814	3.27%	SOLE
7	META PLATFORMS INC	CL A	$3.8M	6599	2.69%	SOLE
8	EXXON MOBIL CORP	COM	$2.2M	13057	1.58%	SOLE
9	IAMGOLD CORP	COM	$2.0M	108245	1.45%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1926	1.37%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	3934	1.34%	SOLE
12	GE VERNOVA INC	COM	$1.9M	2158	1.34%	SOLE
13	ELI LILLY & CO	COM	$1.8M	1984	1.30%	SOLE
14	GE AEROSPACE	COM NEW	$1.8M	6400	1.29%	SOLE
15	MORGAN STANLEY	COM NEW	$1.7M	10512	1.23%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	4804	1.16%	SOLE
17	PALO ALTO NETWORKS INC	COM	$1.6M	9990	1.14%	SOLE
18	TESLA INC	COM	$1.5M	3988	1.06%	SOLE
19	JPMORGAN CHASE & CO	COM	$1.5M	4969	1.04%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$1.5M	20887	1.04%	SOLE
21	ISHARES TR	MSCI ACWI ETF	$1.5M	10527	1.04%	SOLE
22	WALMART INC	COM	$1.4M	11439	1.01%	SOLE
23	ISHARES TR	MSCI ACWI EX US	$1.4M	20152	0.98%	SOLE
24	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	21247	0.97%	SOLE
25	RTX CORPORATION	COM	$1.3M	6599	0.91%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$1.3M	8666	0.90%	SOLE
27	NETFLIX INC.	COM	$1.2M	12556	0.86%	SOLE
28	CONOCOPHILLIPS	COM	$1.2M	9053	0.85%	SOLE
29	ABBVIE INC	COM	$1.2M	5491	0.85%	SOLE
30	VISA INC	COM CL A	$1.1M	3770	0.81%	SOLE
31	NEOS ETF TRUST	NEOS S&P 500 HI	$1.1M	22558	0.79%	SOLE
32	ISHARES TR	RUS 1000 VAL ETF	$1.1M	5196	0.79%	SOLE
33	MASTERCARD INCORPORATED	CL A	$1.1M	2198	0.78%	SOLE
34	NEOS ETF TRUST	NASDAQ 100 HIGH	$1.1M	22023	0.78%	SOLE
35	METLIFE INC	COM	$1.1M	14871	0.75%	SOLE
36	CATERPILLAR INC	COM	$1.0M	1446	0.73%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$1.0M	11303	0.73%	SOLE
38	INTUITIVE SURGICAL INC	COM NEW	$1.0M	2190	0.72%	SOLE
39	AGNICO EAGLE MINES LTD	COM	$929K	4579	0.66%	SOLE
40	CROWDSTRIKE HLDGS INC	CL A	$889K	2278	0.63%	SOLE
41	TJX COS INC NEW	COM	$859K	5381	0.61%	SOLE
42	MICRON TECHNOLOGY INC	COM	$857K	2538	0.61%	SOLE
43	CHEVRON CORPORATION	COM	$846K	4087	0.60%	SOLE
44	WW GRAINGER INC	COM	$814K	746	0.58%	SOLE
45	CHUBB LTD SWITZ	COM	$812K	2492	0.58%	SOLE
46	LABCORP HOLDINGS INC	COM SHS	$798K	2989	0.57%	SOLE
47	ALPHABET INC	CAP STK CL C	$794K	2768	0.57%	SOLE
48	SOUTHERN CO	COM	$793K	8219	0.56%	SOLE
49	NEXTERA ENERGY INC	COM	$767K	8263	0.55%	SOLE
50	FASTENAL CO	COM	$737K	15889	0.52%	SOLE

1–50 of 158

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.