IE
Insider Edges

INNOVATOR CAPITAL MANAGEMENT, LLC 13F portfolio summary

INNOVATOR CAPITAL MANAGEMENT, LLC of INNOVATOR CAPITAL MANAGEMENT, LLC has 8 current stock holdings with a reported portfolio value of $2.95B. The portfolio 1 year return is +21.16%. Top holdings include VOO (99.91%), NVDA (0.02%), GOOGL (0.01%), GOOG (0.01%), AVGO (0.01%).

Back to investors

INNOVATOR CAPITAL MANAGEMENT, LLC

INNOVATOR CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30

INNOVATOR CAPITAL MANAGEMENT, LLC runs INNOVATOR CAPITAL MANAGEMENT, LLC and currently holds 8 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.95B. Their top holdings are VOO, NVDA, GOOGL, GOOG, AVGO. The top five represent 100.0% of reported portfolio weight. INNOVATOR CAPITAL MANAGEMENT, LLC ranks #731 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 4 positions. Their current best-performing preview position is GOOGL with returns of +24.28%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
VOO99.9%
NVDA0.0%
GOOGL0.0%
GOOG0.0%
AVGO0.0%
Top 5: 100.0%
Portfolio Returns
1 Year
+21.16%
#615/1000
3 Year
+41.30%
#733/1000
5 Year
+41.30%
#729/1000

Portfolio Value

$2.95B

Alpha Score

34.6

#731 of 1000

Holdings

8

Showper page

8 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
99.91%$654.73$703.77+7.49%
Added
+178.22%
NVDA
NVIDIA CORPORATION
0.02%$130.73$214.76+64.28%
Trimmed
-23.17%
GOOGL
ALPHABET INC
0.01%$194.72$344.82+77.09%
Trimmed
-22.12%
GOOG
ALPHABET INC
0.01%$195.65$341.75+74.67%
Trimmed
-23.76%
AVGO
BROADCOM INC
0.01%$205.10$368.45+79.64%
Trimmed
-22.76%