Human Investing LLC

CIK

1767513

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $49,473,923

Diversification

Diversified

Filing Date

Global Rank

#6,961 / 8,517 ▼ 2789

Top Industry

Semiconductors 28.2%

3Y Alpha vs SPY

+1.3%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.5%

SPY

+75.3%

Annualised alpha

+0.5%

Max drawdown

−12.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.9%

−16.1 pts

Top 5

44.9%

−33.6 pts

Top 10

58.9%

−28.7 pts

HHI

632

Diversified−1,155

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	53.7%	$26,563,454	24
Healthcare	19.1%	$9,430,514	9
Consumer Cyclical	10.5%	$5,201,809	7
Communication Services	5.1%	$2,502,713	2
Financial Services	3.7%	$1,843,464	4
Industrials	3.5%	$1,715,128	5
Unclassified	3.1%	$1,556,532	3
Consumer Defensive	0.9%	$453,179	1
Energy	0.4%	$207,130	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	+4,483	26,876	$1,103,259
MRK	Merck & Co., Inc.	+107	3,385	$434,972
CSCO	Cisco Systems, Inc.	+86	5,118	$601,160
TSLA	Tesla, Inc.	+50	762	$320,497
COF	Capital One Financial Corp	+43	1,274	$255,589
BRK-B	Berkshire Hathaway Inc	+39	1,895	$948,239
TXN	Texas Instruments Inc	+27	1,964	$585,409
QCOM	Qualcomm Inc/De	+18	3,796	$701,462
TMO	Thermo Fisher Scientific Inc.	+9	671	$336,412
HD	Home Depot, Inc.	+7	2,295	$809,400
JPM	Jpmorgan Chase & Co	+3	1,277	$418,000
CAT	Caterpillar Inc	+2	676	$719,872
IBM	International Business Machines Corp	+2	1,533	$431,094
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−9,900	4,625	$645,788
SLV	iShares Silver Trust	−7,041	10,636	$568,706
GOOGL	Alphabet Inc.	−2,355	6,390	$2,283,594
INFY	Infosys Ltd	−776	15,416	$161,713
HRB	H&R Block Inc	−612	25,831	$983,644
MSFT	Microsoft Corp	−573	7,906	$2,949,095
AMZN	Amazon Com Inc	−488	5,035	$1,200,041
NVO	Novo Nordisk A S	−481	15,921	$763,252
AAPL	Apple Inc.	−391	16,812	$4,864,720
MU	Micron Technology Inc	−343	896	$1,034,243
RTX	RTX Corp	−240	1,064	$201,872
HPQ	Hp Inc	−231	12,861	$282,170
ABT	Abbott Laboratories	−151	3,095	$280,840
AVGO	Broadcom Inc.	−151	24,738	$9,344,779
XOM	ExxonMobil Holdings Corp	−144	1,515	$207,130
NVDA	Nvidia Corp	−139	4,480	$896,403
ABBV	AbbVie Inc.	−129	9,340	$2,350,317
PM	Philip Morris International Inc.	−82	2,505	$453,179
SBUX	Starbucks Corp	−73	2,571	$262,730
QQQ	Invesco Qqq Trust, Series 1	−64	467	$343,898
PAYX	Paychex Inc	−63	3,888	$382,307
ORCL	Oracle Corp	−63	1,673	$245,178
LLY	ELI LILLY & Co	−59	2,265	$2,716,709
META	Meta Platforms, Inc.	−55	389	$219,119
AMGN	Amgen Inc	−46	3,536	$1,280,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	605	$457,138
AMAT	Applied Materials Inc /De	587	$424,401
KLAC	Kla Corp	1,017	$306,839
AMD	Advanced Micro Devices Inc	509	$295,683
SNDK	Sandisk Corp	126	$286,489
WDC	Western Digital Corp	394	$251,655
URI	United Rentals, Inc.	216	$244,704
V	Visa Inc.	646	$221,636
FTNT	Fortinet, Inc.	1,424	$218,754
GLW	Corning Inc /Ny	850	$217,115
LRCX	Lam Research Corp	496	$214,931
ETN	Eaton Corp plc	490	$208,798
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	1,208,409	$77,434,848
VIG	Vanguard Dividend Appreciation ETF	160,821	$34,586,163
BNDX	Vanguard Total International Bond ETF	627,219	$30,137,872
BIV	Vanguard Intermediate-Term Bond ETF	253,413	$19,558,414
VIGI	Vanguard International Dividend Appreciation ETF	136,531	$12,077,532
VXUS	Vanguard Total International Stock ETF	30,745	$2,370,746
VB	Vanguard Morningstar Small-Cap ETF	3,338	$874,288
ACN	Accenture plc	1,233	$244,491
WM	Waste Management Inc	957	$219,909
GILD	Gilead Sciences, Inc.	1,484	$206,825
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $49,473,923 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	24,738	-151	$9,344,779	+21.3%	18.89%
AAPL	Apple Inc. Technology	Reduced	16,812	-391	$4,864,720	+11.4%	9.83%
MSFT	Microsoft Corp Technology	Reduced	7,906	-573	$2,949,095	−6.0%	5.96%
LLY	ELI LILLY & Co Healthcare	Reduced	2,265	-59	$2,716,709	+27.1%	5.49%
ABBV	AbbVie Inc. Healthcare	Reduced	9,340	-129	$2,350,317	+14.1%	4.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,390	-2,355	$2,283,594	−9.1%	4.62%
AMGN	Amgen Inc Healthcare	Reduced	3,536	-46	$1,280,456	+1.6%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,035	-488	$1,200,041	+4.3%	2.43%
NKE	NIKE, Inc. Consumer Cyclical	Added	26,876	+4,483	$1,103,259	−6.7%	2.23%
MU	Micron Technology Inc Technology	Reduced	896	-343	$1,034,243	+147.1%	2.09%
HRB	H&R Block Inc Consumer Cyclical	Reduced	25,831	-612	$983,644	+17.2%	1.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,895	+39	$948,239	−59.2%	1.92%
NVDA	Nvidia Corp Technology	Reduced	4,480	-139	$896,403	+11.3%	1.81%
IDCC	InterDigital, Inc. Technology	Held	3,000	0	$849,390	−6.2%	1.72%
JNJ	Johnson & Johnson Healthcare	Reduced	3,191	-4	$810,418	+3.8%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,295	+7	$809,400	+7.6%	1.64%
NVO	Novo Nordisk A S Healthcare	Reduced	15,921	-481	$763,252	+26.6%	1.54%
CAT	Caterpillar Inc Industrials	Added	676	+2	$719,872	+50.8%	1.46%
QCOM	Qualcomm Inc/De Technology	Added	3,796	+18	$701,462	+44.2%	1.42%
INTC	Intel Corp Technology	Reduced	4,625	-9,900	$645,788	+0.7%	1.31%
GLD	Spdr Gold Trust	Held	1,748	0	$643,928	−14.4%	1.30%
CSCO	Cisco Systems, Inc. Technology	Added	5,118	+86	$601,160	+54.0%	1.22%
TXN	Texas Instruments Inc Technology	Added	1,964	+27	$585,409	+55.7%	1.18%
SLV	iShares Silver Trust	Reduced	10,636	-7,041	$568,706	−52.8%	1.15%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,932	-37	$522,238	−14.7%	1.06%
MCK	Mckesson Corp Healthcare	NEW	605	NEW	$457,138	NEW	0.92%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,505	-82	$453,179	+5.9%	0.92%
MRK	Merck & Co., Inc. Healthcare	Added	3,385	+107	$434,972	+10.3%	0.88%
IBM	International Business Machines Corp Technology	Added	1,533	+2	$431,094	+16.2%	0.87%
AMAT	Applied Materials Inc /De Technology	NEW	587	NEW	$424,401	NEW	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,277	+3	$418,000	+11.5%	0.84%
PAYX	Paychex Inc Technology	Reduced	3,888	-63	$382,307	+5.0%	0.77%
TOST	Toast, Inc. Technology	Held	13,396	0	$372,676	+4.9%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	467	-64	$343,898	+12.2%	0.70%
TT	Trane Technologies plc Industrials	Reduced	692	-20	$339,882	+14.5%	0.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	671	+9	$336,412	+3.4%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	762	+50	$320,497	+21.1%	0.65%
KLAC	Kla Corp Technology	NEW	1,017	NEW	$306,839	NEW	0.62%
AMD	Advanced Micro Devices Inc Technology	NEW	509	NEW	$295,683	NEW	0.60%
SNDK	Sandisk Corp Technology	NEW	126	NEW	$286,489	NEW	0.58%
HPQ	Hp Inc Technology	Reduced	12,861	-231	$282,170	+12.2%	0.57%
ABT	Abbott Laboratories Healthcare	Reduced	3,095	-151	$280,840	−15.7%	0.57%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,571	-73	$262,730	+10.9%	0.53%
COF	Capital One Financial Corp Financial Services	Added	1,274	+43	$255,589	+13.8%	0.52%
WDC	Western Digital Corp Technology	NEW	394	NEW	$251,655	NEW	0.51%
ORCL	Oracle Corp Technology	Reduced	1,673	-63	$245,178	−4.0%	0.50%
URI	United Rentals, Inc. Industrials	NEW	216	NEW	$244,704	NEW	0.49%
V	Visa Inc. Financial Services	NEW	646	NEW	$221,636	NEW	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	389	-55	$219,119	−13.7%	0.44%
FTNT	Fortinet, Inc. Technology	NEW	1,424	NEW	$218,754	NEW	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.