Bannerstone Capital Management, LLC Q1 2026 Filing

Filed May 28, 2026

Portfolio Value

$13.1B

Holdings

100

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (100 positions)

StockValue
DBDEUTSCHE BANK A G
$2.0B
WRBBERKLEY W R CORP
$1.6B
KTOSKRATOS DEFENSE & SEC SOLUTIO
$1.4B
APLDAPPLIED DIGITAL CORP
$1.3B
BMNRBITMINE IMMERSION TECNOLOGIE
$1.1B
BEBLOOM ENERGY CORP
$720.5M
NFLXNETFLIX INC
$705.2M
INODINNODATA INC
$595.4M
UPSUNITED PARCEL SERVICE INC
$519.0M
IBKRINTERACTIVE BROKERS GROUP IN
$495.4M
DYHTARGET CORP
$431.0M
DFAUDIMENSIONAL ETF TRUST
$350.0M
FASTFASTENAL CO
$323.6M
DFATDIMENSIONAL ETF TRUST
$310.8M
SLVISHARES SILVER TR
$309.9M
EBAEBAY INC.
$282.7M
TTCTORO CO
$251.9M
DGROISHARES TR
$209.2M
DFAIDIMENSIONAL ETF TRUST
$207.3M
PLTRPALANTIR TECHNOLOGIES INC
$6.3M
NVDANVIDIA CORPORATION
$5.8M
AAPLAPPLE INC
$5.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
FDSFACTSET RESH SYS INC
$4.0M
GSGOLDMAN SACHS GROUP INC
$3.6M
MSFTMICROSOFT CORP
$3.4M
JPMJPMORGAN CHASE & CO.
$3.1M
SPYSPDR S&P 500 ETF TR
$2.2M
LLYELI LILLY & CO
$2.0M
PWRQUANTA SVCS INC
$1.8M
LRCXLAM RESEARCH CORP
$1.7M
VRTVERTIV HOLDINGS CO
$1.6M
AMZNAMAZON COM INC
$1.5M
ETNEATON CORP PLC
$1.5M
MAMASTERCARD INCORPORATED
$1.4M
NDQINVESCO QQQ TR
$1.4M
AJGGALLAGHER ARTHUR J & CO
$1.4M
AXPAMERICAN EXPRESS CO
$1.4M
DONSPDR DOW JONES INDL AVERAGE
$1.3M
FIXCOMFORT SYS USA INC
$1.3M
CLSCELESTICA INC
$1.3M
AMDADVANCED MICRO DEVICES INC
$1.2M
TECLDIREXION SHS ETF TR
$1.2M
CMECME GROUP INC
$1.1M
VOVANGUARD INDEX FDS
$1.1M
VSTVISTRA CORP
$1.0M
FTAIFTAI AVIATION LTD
$1.0M
NOWSERVICENOW INC
$1000K
PANWPALO ALTO NETWORKS INC
$989K
APPAPPLOVIN CORP
$943K
GEGE AEROSPACE
$929K
SNPSSYNOPSYS INC
$903K
AGXARGAN INC
$826K
HOODROBINHOOD MKTS INC
$822K
AVGOBROADCOM INC
$786K
COSTCOSTCO WHSL CORP NEW
$749K
GOOGLALPHABET INC
$707K
GOOGALPHABET INC
$680K
CBCHUBB LIMITED
$645K
BLKBLACKROCK INC
$621K
VRTXVERTEX PHARMACEUTICALS INC
$608K
JXNJACKSON FINANCIAL INC
$606K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$584K
DEDEERE & CO
$572K
JNJJOHNSON & JOHNSON
$552K
HDHOME DEPOT INC
$545K
SHOPSHOPIFY INC
$543K
GHCGRAHAM HLDGS CO
$531K
GEVGE VERNOVA INC
$490K
CAHCARDINAL HEALTH INC
$488K
VLOVALERO ENERGY CORP
$482K
ABBVABBVIE INC
$458K
SPOTSPOTIFY TECHNOLOGY S A
$452K
UNHUNITEDHEALTH GROUP INC
$434K
KLACKLA CORP
$426K
HLTHILTON WORLDWIDE HLDGS INC
$416K
TKOTKO GROUP HOLDINGS INC
$404K
RTXRTX CORPORATION
$396K
DASHDOORDASH INC
$393K
PEPPEPSICO INC
$387K
ASMLASML HOLDING N V
$372K
RRYDER SYS INC
$364K
TMUST-MOBILE US INC
$350K
GQ9SPDR GOLD TR
$342K
IBMINTERNATIONAL BUSINESS MACHS
$335K
ANETARISTA NETWORKS INC
$304K
EOGEOG RES INC
$300K
VBVANGUARD INDEX FDS
$297K
METAMETA PLATFORMS INC
$283K
MMM3M CO
$279K
RDDTREDDIT INC
$270K
IVVISHARES TR
$264K
TSLATESLA INC
$259K
VTIVANGUARD INDEX FDS
$243K
STTSTATE STR CORP
$241K
INTUINTUIT
$234K
VVISA INC
$218K
HLIHOULIHAN LOKEY INC
$208K
TMOTHERMO FISHER SCIENTIFIC INC
$205K
LMTLOCKHEED MARTIN CORP
$205K