Position in F
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,728,917
-$136,499 QoQ
Shares Held
843,807
-17.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#172
of 1,730 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Xcel Wealth Management, LLC holds $20,359,629 across 2 Auto Manufacturers names. F ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
This page
|
843,807 | $11,728,917 | |
| 2 | TSLA |
Tesla, Inc.
|
20,520 | $8,630,712 |
All Filings in F
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,728,917 | 843,807 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,865,416 | 1,028,199 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,152,229 | 1,078,676 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,676,762 | 1,059,930 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,590,262 | 1,068,227 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $10,808,899 | 1,077,657 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $10,843,598 | 1,095,313 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,638,767 | 1,102,156 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,010,368 | 798,275 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,306,812 | 625,513 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,399,884 | 525,011 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,619,996 | 533,011 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $9,331,200 | 616,735 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,591,941 | 602,535 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $6,678,660 | 596,309 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,296,341 | 565,709 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,083,358 | 537,159 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,766,116 | 470,203 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,688,447 | 472,348 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,869,807 | 193,123 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,696,355 | 138,478 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,039,980 | 118,314 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||