Innovator Capital Management, LLC

CIK 1708237 · View on SEC EDGAR ↗

Portfolio value
$2.9B
#1,180 of 9,443 by 13F value · top 12.5%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: +218.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
1
Effective number of positions
1.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.06% Est. buys $1,887,752,230 · sells $1,254,230

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held

New positions
0
Increased
1
Decreased
7
Closed
2
On this page

Sector breakdown

Technology
0.1%
Retail
0.0%
Communication Services
0.0%
Other/Unmapped
99.9%

Full portfolio 8 positions

Type Streak 8Q trend
VOO $2,947,007,617 99.91% 4,290,863 $2,025,416,410 Up ×1
NVDA NVIDIA Corporation - Common Stock $624,881 0.02% 3,123 $-84,055 Down ×1
AAPL Apple Inc. - Common Stock $553,256 0.02% 1,912 $-78,427 Down ×1
MSFT Microsoft Corporation - Common Stock $365,560 0.01% 980 $-102,705 Down ×1
AMZN Amazon.com, Inc. - Common Stock $305,790 0.01% 1,283 $-49,935 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $278,034 0.01% 778 $-9,238 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $239,204 0.01% 677 $-15,528 Down ×1
AVGO Broadcom Inc. - Common Stock $234,583 0.01% 621 $-14,263 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Bought more +2.7M +$2.0B
MSFT Trimmed -285 -$103K
NVDA Trimmed -942 -$84K
AAPL Trimmed -577 -$78K
AMZN Trimmed -425 -$50K
GOOG Trimmed -211 -$16K
AVGO Trimmed -183 -$14K
GOOGL Trimmed -221 -$9K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NFLX Sept. 30, 2025 269 $360,226 -93.4%
COST Sept. 30, 2025 281 $278,173 1.9%
META June 30, 2026 418 $239,150 -2.6%
TSLA June 30, 2026 617 $229,370 -17.1%