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LAZARI CAPITAL MANAGEMENT, INC.13F | |
| LAZARI CAPITAL MANAGEMENT, INC. | |
| Last update 2025-07-17 | 155 Stocks (8 new) |
| Value $266.00 Mil | Turnover 2 % |
LAZARI CAPITAL MANAGEMENT, INC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 165,583 | 33,972.7 | -5.20% | 12.790 | -0.83% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
META | Meta Platforms Inc | 33,321 | 24,593.6 | -3.11% | 9.260 | -0.25% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
UBER | Uber Technologies Inc | 182,968 | 17,071.0 | -9.69% | 6.430 | -0.59% | 0.010 | +20.40% | +50.18% | 189,438.9 | Software | |
AMZN | Amazon.com Inc | 77,667 | 17,039.3 | -3.82% | 6.410 | -0.24% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 102,217 | 16,149.2 | -8.41% | 6.080 | -0.42% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
GOOGL | Alphabet Inc | 54,775 | 9,652.9 | +0.22% | 3.630 | +0.01% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
MSFT | Microsoft Corp | 16,568 | 8,241.2 | -6.26% | 3.100 | -0.17% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
DIS | The Walt Disney Co | 63,087 | 7,823.4 | -2.36% | 2.950 | -0.06% | 0.000 | +43.78% | +9.51% | 218,282.4 | Media - Diversified | |
BA | Boeing Co | 31,322 | 6,562.9 | +1.55% | 2.470 | +0.04% | 0.000 | +41.66% | +29.57% | 172,923.6 | Aerospace & Defense | |
BP | BP PLC | 200,025 | 5,986.7 | +3.68% | 2.250 | +0.08% | 0.010 | +14.79% | +11.52% | 83,340.4 | Oil & Gas |
LAZARI CAPITAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
LAZARI CAPITAL MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.83% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -5.2% | 165,583 | -9,084 | |
UBER | Uber Technologies Inc | 2025-06-30 | Reduce Reduce | -0.59% | 64.62 ($82.17) 93.3 | $90.59 | 10.25% | Reduce -9.69% | 182,968 | -19,629 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -0.42% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Reduce -8.41% | 102,217 | -9,391 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Add Add | +0.30% | 274.35 ($384.44) 599.47 | $282.65 | -26.48% | Add 271.67% | 3,464 | 2,532 | |
META | Meta Platforms Inc | 2025-06-30 | Reduce Reduce | -0.25% | 484.66 ($617.26) 738.09 | $704.28 | 14.10% | Reduce -3.11% | 33,321 | -1,070 | |
AMZN | Amazon.com Inc | 2025-06-30 | Reduce Reduce | -0.24% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Reduce -3.82% | 77,667 | -3,082 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.17% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Reduce -6.26% | 16,568 | -1,106 | |
PFE | Pfizer Inc | 2025-06-30 | Add Add | +0.11% | 21.59 ($23.35) 25.34 | $24.47 | 4.80% | Add 19.11% | 74,300 | 11,920 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.10% | 271.48 ($414.61) 529.15 | $574.60 | 38.59% | New holding | 524 | 524 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | New Buy New Buy | +0.10% | 55.54 ($64.89) 69.09 | $69.11 | 6.50% | New holding | 3,845 | 3,845 |
LAZARI CAPITAL MANAGEMENT, INC. Total Holding History ($B)
LAZARI CAPITAL MANAGEMENT, INC.'s Asset Allocation
LAZARI CAPITAL MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LAZARI CAPITAL MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30
LAZARI CAPITAL MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LAZARI CAPITAL MANAGEMENT, INC.'s Holdings Heat Map
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LAZARI CAPITAL MANAGEMENT, INC.'s Holdings Bubble Chart
LAZARI CAPITAL MANAGEMENT, INC. News
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