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INNOVATOR CAPITAL MANAGEMENT, LLC 13F portfolio summary

INNOVATOR CAPITAL MANAGEMENT, LLC of INNOVATOR CAPITAL MANAGEMENT, LLC has 10 current stock holdings with a reported portfolio value of $925.0M. The portfolio 1 year return is +30.29%. Top holdings include VOO (99.63%), NVDA (0.08%), AAPL (0.07%), MSFT (0.05%), AMZN (0.04%).

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INNOVATOR CAPITAL MANAGEMENT, LLC

INNOVATOR CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

INNOVATOR CAPITAL MANAGEMENT, LLC runs INNOVATOR CAPITAL MANAGEMENT, LLC and currently holds 10 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $925.02M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INNOVATOR CAPITAL MANAGEMENT, LLC ranks #896 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INNOVATOR CAPITAL MANAGEMENT, LLC's portfolio at INNOVATOR CAPITAL MANAGEMENT, LLC has delivered returns of +30.29%. Their 3-year annualized return is +22.95%. Looking at the 5-year horizon, INNOVATOR CAPITAL MANAGEMENT, LLC has achieved +22.95% annualized returns at INNOVATOR CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+30.29%
#364/1000
3 Year
+22.95%
#903/1000
5 Year
+22.95%
#894/1000

Portfolio Value

$925.02M

Alpha Score

21.0

#896 of 1000

Holdings

10

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change