Dan Sundheim (Mine & Arao) — Recent Buys
Mine & Arao Wealth Creation & Management · New and increased positions in the Q2 '26 13F filing.
Filed July 23, 2026 · Last updated
Dan Sundheim (Mine & Arao) opened 5 new positions and increased 44 existing holdings in the Q2 '26 filing — a combined buy footprint of $98.0M. Largest new position: ADVANCED MICRO DEVICES INC at $464K.
New positions (5)
Increased positions (44)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 84022 | $16.8M | 6.09% | +1.2% |
| AMZN | AMAZON COM INC | 64037 | $15.3M | 5.53% | +0.8% |
| JPM | JPMORGAN CHASE & CO | 25931 | $8.5M | 3.08% | +2.5% |
| SDY | SPDR SERIES TRUST | 45107 | $6.9M | 2.49% | +6.1% |
| V | VISA INC | 15999 | $5.5M | 1.99% | +5.0% |
| DVY | ISHARES TR | 29171 | $4.6M | 1.65% | +0.8% |
| IYH | ISHARES TR | 44401 | $3.0M | 1.08% | +2.4% |
| IJR | ISHARES TR | 19979 | $3.0M | 1.07% | +0.9% |
| WFC | WELLS FARGO & CO | 33013 | $2.7M | 0.99% | +2.0% |
| ICF | ISHARES TR | 40250 | $2.7M | 0.99% | +0.3% |
| VEU | VANGUARD INTL EQUITY INDEX F | 31501 | $2.6M | 0.96% | +0.4% |
| IJH | ISHARES TR | 26303 | $2.0M | 0.74% | +1.0% |
| MSFT | MICROSOFT CORP | 4925 | $1.8M | 0.67% | +2.5% |
| CAT | CATERPILLAR INC | 1658 | $1.8M | 0.64% | +0.1% |
| WM | WASTE MGMT INC DEL | 5723 | $1.3M | 0.46% | +8.4% |
| MA | MASTERCARD INCORPORATED | 2464 | $1.3M | 0.46% | +0.2% |
| MRK | MERCK & CO INC | 8854 | $1.1M | 0.41% | +0.0% |
| KO | COCA COLA CO | 13788 | $1.1M | 0.41% | +2.5% |
| IYG | ISHARES TR | 12073 | $1.1M | 0.40% | +0.2% |
| MU | MICRON TECHNOLOGY INC | 925 | $1.1M | 0.39% | +-7.5% |
| META | META PLATFORMS INC | 1709 | $963K | 0.35% | +0.4% |
| SPYV | SPDR SERIES TRUST | 15255 | $927K | 0.34% | +0.2% |
| EFA | iShares MSCI EAFE ETF | 8027 | $834K | 0.30% | +1.5% |
| NSC | NORFOLK SOUTHN CORP | 2469 | $777K | 0.28% | +0.4% |
| OEF | ISHARES TR | 6138 | $721K | 0.26% | +0.1% |
| BAC | BANK OF AMER CORP | 12194 | $695K | 0.25% | +0.2% |
| CSCO | CISCO SYS INC | 5528 | $649K | 0.24% | +0.0% |
| LLY | ELI LILLY & CO | 532 | $638K | 0.23% | +0.2% |
| ISTB | ISHARES TR | 12689 | $612K | 0.22% | +0.4% |
| JNJ | JOHNSON & JOHNSON | 2386 | $606K | 0.22% | +0.3% |
| TIP | ISHARES TR | 5480 | $600K | 0.22% | +0.5% |
| XLP | Consumer Staples Select Sector SPDR | 6499 | $540K | 0.20% | +0.4% |
| GS | GOLDMAN SACHS GROUP INC | 465 | $470K | 0.17% | +0.2% |
| VEA | Vanguard FTSE Developed Markets ETF | 6557 | $467K | 0.17% | +0.5% |
| MAR | MARRIOTT INTL INC NEW | 1105 | $410K | 0.15% | +0.2% |
| EEM | iShares MSCI Emerging Markets ETF | 1274 | $383K | 0.14% | +0.2% |
| VZ | VERIZON COMMUNICATIONS INC | 8429 | $357K | 0.13% | +0.7% |
| STIP | ISHARES TR | 3313 | $338K | 0.12% | +1.3% |
| AMT | AMERICAN TOWER CORP | 1913 | $313K | 0.11% | +0.5% |
| CSX | CSX CORP | 6434 | $306K | 0.11% | +0.0% |
| SBUX | STARBUCKS CORP | 2896 | $296K | 0.11% | +0.4% |
| CLX | CLOROX CO DEL | 2798 | $267K | 0.10% | +0.9% |
| WMT | WALMART INC | 1945 | $220K | 0.08% | +0.1% |
| PFE | PFIZER INC | 9035 | $218K | 0.08% | +1.1% |