Prota Financial, LLC

CIK 2126257 · View on SEC EDGAR ↗

Portfolio value
$151.9M
#7,350 of 9,443 by 13F value · top 77.8%
Positions
70
As of
June 30, 2026

Portfolio value QoQ: +10.1% 13F does not disclose cash

Top 10 holdings weight
50.89%
Top 25 holdings weight
85.26%
Positions above 1%
20
Effective number of positions
25.5

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

Turnover Q2 2026: 11.79% Est. buys $20,026,834 · sells $17,085,278

New positions
7
Increased
27
Decreased
34
Closed
4
On this page

Sector breakdown

Financial Services
9.5%
Technology
5.5%
Industrials
3.4%
Retail
1.6%
Healthcare
1.1%
Consumer Staples
0.8%
Communication Services
0.7%
Financials
0.7%
Communications
0.7%
Consumer products
0.5%
Energy
0.3%
Other/Unmapped
75.1%

Full portfolio 70 positions

Type Streak 8Q trend
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $12,057,877 7.94% 200,297 $902,600 Down ×2
QQQM Invesco NASDAQ 100 ETF $11,305,760 7.44% 37,861 $1,118,263 Down ×1
SCHG $9,094,916 5.99% 266,635 $998,728 Down ×2
DGRO $8,684,165 5.72% 114,115 $-2,095,528 Down ×1
SCHF $7,172,642 4.72% 262,734 $-2,134,735 Down ×1
DIVO $6,125,304 4.03% 133,769 $22,443 Down ×2
GPIX Goldman Sachs S&P 500 Premium Income ETF $5,742,793 3.78% 104,206 $591,625 Up ×1
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $5,738,108 3.78% 240,592 $316,102 Up ×2
SPYI $5,708,339 3.76% 107,522 $643,756 Up ×1
OBDC Blue Owl Capital Corporation Common Stock $5,672,070 3.73% 525,192 $189,437 Up ×1
COWZ $5,584,846 3.68% 88,973 $-2,836,803 Down ×1
XMHQ $5,530,889 3.64% 49,037 $-2,353,765 Down ×1
PBDC $5,365,847 3.53% 195,691 $380,348 Up ×2
IDV $5,363,792 3.53% 130,379 $-237,189 Down ×2
AMLP $5,254,864 3.46% 101,799 $60,296 Up ×1
SPHQ $5,136,282 3.38% 57,724 Up ×1
SCHE $5,051,844 3.33% 140,368 Up ×1
LVHI $4,916,357 3.24% 121,692 Up ×1
SPMO $3,214,969 2.12% 20,699 $1,129,611 Up ×1
AAPL Apple Inc. - Common Stock $1,516,678 1.00% 5,152 $-185,261 Down ×1
DIVI $1,471,231 0.97% 34,732 $-66,295 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,009,946 0.66% 2,796 $147,853 Down ×2
AMAT Applied Materials, Inc. - Common Stock $987,430 0.65% 1,517 $360,929 Down ×2
OTF Blue Owl Technology Finance Corp. Common Stock $936,396 0.62% 87,842 $194,916 Up ×2
LRCX Lam Research Corporation - Common Stock $869,380 0.57% 2,222 $262,372 Down ×2
KLAC KLA Corporation - Common Stock $863,254 0.57% 3,243 $199,197 Up ×2
CAT Caterpillar, Inc. Common Stock $814,939 0.54% 822 $148,987 Down ×1
GE GE Aerospace Common Stock $809,495 0.53% 2,159 $242,523 Up ×2
MRK Merck & Company, Inc. Common Stock (new) $783,939 0.52% 6,253 $52,335 Up ×1
BRKB $783,222 0.52% 1,567 $-35,252 Down ×2
V Visa Inc. $763,599 0.50% 2,175 $127,082 Up ×2
GEV GE Vernova Inc. Common Stock $742,999 0.49% 655 $56,027 Down ×2
AMZN Amazon.com, Inc. - Common Stock $701,172 0.46% 2,901 $64,491 Down ×2
PG Procter & Gamble Company (The) Common Stock $695,132 0.46% 4,715 $25,653 Up ×2
KO Coca-Cola Company (The) Common Stock $678,690 0.45% 8,349 $36,067 Down ×1
ADP Automatic Data Processing, Inc. - Common Stock $673,716 0.44% 2,858 $179,379 Up ×2
MMM 3M Company Common Stock $652,157 0.43% 4,077 $131,072 Up ×2
PGR Progressive Corporation (The) Common Stock $640,753 0.42% 2,844 $129,096 Up ×2
ETN Eaton Corporation, PLC Ordinary Shares $639,905 0.42% 1,552 $80,151 Down ×1
ASML ASML Holding N.V. - New York Registry Shares $634,006 0.42% 344 $163,791 Down ×2
LMT Lockheed Martin Corporation Common Stock $628,271 0.41% 1,204 $42,013 Up ×1
PEP PepsiCo, Inc. - Common Stock $608,964 0.40% 4,314 $2,557 Up ×2
COST Costco Wholesale Corporation - Common Stock $608,000 0.40% 658 $-35,203 Up ×2
GILD Gilead Sciences, Inc. - Common Stock $607,175 0.40% 4,820 $-32,673 Up ×2
TJX TJX Companies, Inc. (The) Common Stock $596,622 0.39% 3,942 $-24,611 Up ×2
MA Mastercard Incorporated Common Stock $595,582 0.39% 1,140 $78,434 Up ×2
MSI Motorola Solutions, Inc. Common Stock $593,638 0.39% 1,417 $12,552 Up ×2
INTU Intuit Inc. - Common Stock $557,396 0.37% 2,087 $-61,340 Up ×2
CRM Salesforce, Inc. Common Stock $540,618 0.36% 3,312 $-30,406 Up ×2
ADBE Adobe Inc. - Common Stock $508,251 0.33% 2,409 $-17,774 Up ×2
CSCO Cisco Systems, Inc. - Common Stock $491,559 0.32% 4,201 $152,025 Down ×2
JPM JP Morgan Chase & Co. Common Stock $484,736 0.32% 1,451 $41,143 Down ×2
WMT Walmart Inc. - Common Stock $461,582 0.30% 4,242 $-86,012 Down ×2
INTC Intel Corporation - Common Stock $450,867 0.30% 3,550
MSFT Microsoft Corporation - Common Stock $424,174 0.28% 1,104 $-75,813 Down ×2
ABBV AbbVie Inc. Common Stock $350,982 0.23% 1,398 $39,101 Down ×2
AVGO Broadcom Inc. - Common Stock $293,256 0.19% 794 $28,006 Down ×1
XOM Exxon Mobil Corporation Common Stock $292,117 0.19% 2,144 $-127,879 Down ×2
XLE XLE $283,484 0.19% 5,368 $-166,042 Down ×2
JEPI $279,995 0.18% 4,989 $-195,335 Down ×2
BX Blackstone Inc. Common Stock $250,082 0.16% 2,092 $1,181 Down ×2
UNP Union Pacific Corporation Common Stock $243,847 0.16% 878 $21,364 Down ×2
KMI Kinder Morgan, Inc. Common Stock $236,565 0.16% 7,458 $-13,235 Up ×2
NVDA NVIDIA Corporation - Common Stock $231,962 0.15% 1,174 Up ×1
QCOM QUALCOMM Incorporated - Common Stock $230,856 0.15% 1,269
TSM Taiwan Semiconductor Manufacturing Company Ltd. $202,125 0.13% 455
NCDL Nuveen Churchill Direct Lending Corp. Common Stock $155,203 0.10% 12,240 $-490
OWL Blue Owl Capital Inc. Class A Common Stock $137,630 0.09% 15,929 $-13,761 Down ×2
FSK FS KKR Capital Corp. Common Stock $123,775 0.08% 11,633 $-7,419 Down ×2
OFS OFS Capital Corporation - Closed End Fund $46,361 0.03% 12,950 $388

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SPHQ $5,136,282 57,724 3.38%
SCHE $5,051,844 140,368 3.33%
LVHI $4,916,357 121,692 3.24%
INTC $450,867 3,550 0.30%
NVDA $231,962 1,174 0.15%
QCOM $230,856 1,269 0.15%
TSM $202,125 455 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
COWZ Trimmed -46K -$2.8M
XMHQ Trimmed -27K -$2.4M
SCHF Trimmed -113K -$2.1M
DGRO Trimmed -39K -$2.1M
SPMO Bought more +2K +$1.1M
QQQM Trimmed -5K +$1.1M
SCHG Trimmed -11K +$999K
JEPQ Trimmed -627 +$903K
SPYI Bought more +5K +$644K
GPIX Bought more +1K +$592K

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
QCOM March 31, 2026 1,888 $322,942 25.8%
TSM March 31, 2026 813 $247,063 22.2%
JPST June 30, 2026 4,637 $234,679 No longer tracked
INTC March 31, 2026 5,953 $219,650 106.0%
PFF March 31, 2026 7,044 $218,082
HD June 30, 2026 658 $216,410 -4.2%
MLM March 31, 2026 333 $207,566 -10.5%
KKR June 30, 2026 2,219 $205,235 19.2%
USFR June 30, 2026 3,987 $200,706 No longer tracked