What Dan Sundheim (Mine & Arao) Bought in Q1 2026
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$238.3M
Total Value
75
Holdings
0
New Buys
31
Reduced
In Q1 2026, Dan Sundheim (Mine & Arao) reported 75 long equity positions worth $238.3M in their Mine & Arao Wealth Creation & Management 13F filing and 27 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 71729 | $41.4M | 17.37% | -3.3% |
| 2 | SPY | SPDR S&P 500 ETF | 55958 | $36.4M | 15.27% | -2.2% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | 52060 | $24.1M | 10.12% | -2.1% |
| 4 | AAPL | APPLE INC | 87670 | $22.2M | 9.34% | -2.0% |
| 5 | NVDA | NVIDIA CORPORATION | 83049 | $14.5M | 6.08% | -4.3% |
| 6 | AMZN | AMAZON COM INC | 63520 | $13.2M | 5.55% | -0.6% |
| 7 | GOOG | ALPHABET INC | 35603 | $10.2M | 4.29% | -2.2% |
| 8 | JPM | JPMORGAN CHASE & CO | 25307 | $7.4M | 3.12% | +1.5% |
| 9 | SDY | SPDR SERIES TRUST | 42520 | $6.2M | 2.60% | +3.1% |
| 10 | V | VISA INC | 15235 | $4.6M | 1.93% | +0.8% |
| 11 | DVY | ISHARES TR | 28942 | $4.4M | 1.84% | +0.1% |
| 12 | GOOGL | ALPHABET INC | 11445 | $3.3M | 1.38% | -2.1% |
| 13 | IYH | ISHARES TR | 43381 | $2.7M | 1.12% | -0.1% |
| 14 | WFC | WELLS FARGO & CO | 32351 | $2.6M | 1.08% | -0.2% |
| 15 | ICF | ISHARES TR | 40144 | $2.5M | 1.04% | -0.2% |
| 16 | IJR | ISHARES TR | 19810 | $2.5M | 1.03% | -0.0% |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | 31380 | $2.4M | 0.99% | +0.1% |
| 18 | MSFT | MICROSOFT CORP | 4806 | $1.8M | 0.75% | -3.8% |
| 19 | IJH | ISHARES TR | 26039 | $1.8M | 0.74% | +0.2% |
| 20 | OEF | ISHARES TR | 10620 | $1.7M | 0.71% | -0.7% |
| 21 | BRK.B | Berkshire Hathaway Inc. Class B | 3488 | $1.7M | 0.70% | -0.7% |
| 22 | MA | MASTERCARD INCORPORATED | 2460 | $1.2M | 0.52% | -0.7% |
| 23 | NOC | NORTHROP GRUMMAN CORP | 1800 | $1.2M | 0.52% | — |
| 24 | WM | WASTE MGMT INC DEL | 5281 | $1.2M | 0.51% | +5.0% |
| 25 | CAT | CATERPILLAR INC | 1656 | $1.2M | 0.49% | +0.1% |
| 26 | MRK | MERCK & CO INC | 8850 | $1.1M | 0.45% | +0.2% |
| 27 | KO | COCA COLA CO | 13458 | $1.0M | 0.43% | -0.8% |
| 28 | NFLX | NETFLIX INC. | 10574 | $1.0M | 0.43% | 7.2% |
| 29 | LRCX | LAM RESEARCH CORP | 4710 | $1.0M | 0.42% | -6.0% |
| 30 | IYG | ISHARES TR | 12046 | $998K | 0.42% | +0.3% |
| 31 | PG | PROCTER & GAMBLE CO | 6795 | $981K | 0.41% | +0.4% |
| 32 | META | META PLATFORMS INC | 1702 | $974K | 0.41% | -0.9% |
| 33 | SPYV | SPDR SERIES TRUST | 15221 | $861K | 0.36% | +0.0% |
| 34 | PAVE | GLOBAL X FDS | 15317 | $778K | 0.33% | -0.6% |
| 35 | EFA | iShares MSCI EAFE ETF | 7911 | $768K | 0.32% | -1.2% |
| 36 | ORCL | ORACLE CORP | 5207 | $766K | 0.32% | -1.7% |
| 37 | NSC | NORFOLK SOUTHN CORP | 2460 | $706K | 0.30% | +0.3% |
| 38 | OEF | ISHARES TR | 6133 | $617K | 0.26% | -0.7% |
| 39 | ISTB | ISHARES TR | 12636 | $612K | 0.26% | +0.3% |
| 40 | TIP | ISHARES TR | 5454 | $602K | 0.25% | — |
| 41 | BAC | BANK AMERICA CORP | 12174 | $593K | 0.25% | +2.1% |
| 42 | IVV | iShares Core S&P 500 ETF | 900 | $588K | 0.25% | — |
| 43 | JNJ | JOHNSON & JOHNSON | 2378 | $581K | 0.24% | +0.3% |
| 44 | NOBL | PROSHARES TR | 5479 | $581K | 0.24% | -0.0% |
| 45 | TSLA | TESLA INC | 1550 | $576K | 0.24% | +6.6% |
| 46 | XLP | Consumer Staples Select Sector SPDR | 6470 | $530K | 0.22% | +0.4% |
| 47 | XLK | Technology Select Sector SPDR | 3903 | $519K | 0.22% | -0.1% |
| 48 | DIS | DISNEY WALT CO | 5272 | $508K | 0.21% | -0.6% |
| 49 | LLY | ELI LILLY & CO | 531 | $488K | 0.20% | — |
| 50 | CSCO | CISCO SYS INC | 5527 | $429K | 0.18% | — |
| 51 | IBM | INTERNATIONAL BUSINESS MACHS | 1749 | $424K | 0.18% | — |
| 52 | VZ | VERIZON COMMUNICATIONS INC | 8369 | $420K | 0.18% | +0.8% |
| 53 | VEA | Vanguard FTSE Developed Markets ETF | 6526 | $418K | 0.18% | +0.1% |
| 54 | GS | GOLDMAN SACHS GROUP INC | 464 | $393K | 0.16% | -0.2% |
| 55 | HII | HUNTINGTON INGALLS INDS INC | 1025 | $389K | 0.16% | — |
| 56 | MAR | MARRIOTT INTL INC NEW | 1103 | $361K | 0.15% | +0.2% |
| 57 | COST | COSTCO WHOLESALE CORPORATION | 360 | $359K | 0.15% | — |
| 58 | STIP | ISHARES TR | 3270 | $338K | 0.14% | — |
| 59 | MU | MICRON TECHNOLOGY INC | 1000 | $338K | 0.14% | — |
| 60 | AMT | AMERICAN TOWER CORP | 1903 | $328K | 0.14% | +0.5% |
| 61 | EEM | iShares MSCI Emerging Markets ETF | 1271 | $315K | 0.13% | +0.1% |
| 62 | BND | Vanguard Total Bond Market ETF | 4229 | $311K | 0.13% | — |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC | 2111 | $309K | 0.13% | — |
| 64 | AXP | AMERICAN EXPRESS CO | 1015 | $307K | 0.13% | — |
| 65 | INTA | INTAPP INC | 11397 | $293K | 0.12% | -14.9% |
| 66 | LMT | LOCKHEED MARTIN CORP | 478 | $289K | 0.12% | — |
| 67 | CLX | CLOROX CO DEL | 2772 | $287K | 0.12% | -3.7% |
| 68 | T | AT&T INC | 9542 | $277K | 0.12% | — |
| 69 | BIV | VANGUARD BD INDEX FDS | 3460 | $267K | 0.11% | -2.6% |
| 70 | CSX | CSX CORP | 6431 | $264K | 0.11% | +0.1% |
| 71 | SBUX | STARBUCKS CORP | 2885 | $259K | 0.11% | +0.4% |
| 72 | PFE | PFIZER INC | 8939 | $251K | 0.11% | +1.1% |
| 73 | WMT | WALMART INC | 1943 | $241K | 0.10% | +0.1% |
| 74 | CRM | SALESFORCE INC | 1144 | $214K | 0.09% | — |
| 75 | TMO | THERMO FISHER SCIENTIFIC INC | 414 | $204K | 0.09% | — |