What Dan Sundheim (Mine & Arao) Bought in Q2 2025
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$224.0M
Total Value
74
Holdings
2
New Buys
33
Reduced
In Q2 2025, Dan Sundheim (Mine & Arao) reported 74 long equity positions worth $224.0M in their Mine & Arao Wealth Creation & Management 13F filing, including 2 new positions (largest: PALANTIR TECHNOLOGIES INC at $286K) and 30 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 76494 | $42.2M | 18.83% | -1.3% |
| 2 | SPY | SPDR S&P 500 ETF | 56648 | $35.0M | 15.62% | -0.7% |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 52796 | $23.3M | 10.38% | -0.4% |
| 4 | AAPL | APPLE INC | 88910 | $18.2M | 8.14% | -0.6% |
| 5 | NVDA | NVIDIA CORPORATION | 89957 | $14.2M | 6.34% | -3.5% |
| 6 | AMZN | AMAZON COM INC | 62951 | $13.8M | 6.16% | -0.3% |
| 7 | JPM | JPMORGAN CHASE & CO. | 24014 | $7.0M | 3.11% | -0.3% |
| 8 | GOOG | ALPHABET INC | 36894 | $6.5M | 2.92% | -0.1% |
| 9 | V | VISA INC | 14816 | $5.3M | 2.35% | +0.3% |
| 10 | SDY | SPDR SERIES TRUST | 36851 | $5.0M | 2.23% | +0.6% |
| 11 | DVY | ISHARES TR | 28571 | $3.8M | 1.69% | +0.6% |
| 12 | WFC | WELLS FARGO CO NEW | 32155 | $2.6M | 1.15% | +0.0% |
| 13 | MSFT | MICROSOFT CORP | 5055 | $2.5M | 1.12% | +0.7% |
| 14 | IYH | ISHARES TR | 43545 | $2.5M | 1.10% | -1.2% |
| 15 | ICF | ISHARES TR | 39953 | $2.4M | 1.09% | -0.0% |
| 16 | GOOGL | ALPHABET INC | 12269 | $2.2M | 0.97% | -1.2% |
| 17 | IJR | ISHARES TR | 19740 | $2.2M | 0.96% | -0.5% |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | 30972 | $2.1M | 0.93% | +0.5% |
| 19 | BRK.B | Berkshire Hathaway Inc. Class B | 3620 | $1.8M | 0.78% | +0.4% |
| 20 | OEF | ISHARES TR | 10892 | $1.6M | 0.73% | -0.4% |
| 21 | IJH | ISHARES TR | 26103 | $1.6M | 0.72% | +0.7% |
| 22 | MA | MASTERCARD INCORPORATED | 2457 | $1.4M | 0.62% | -0.7% |
| 23 | NFLX | NETFLIX INC | 985 | $1.3M | 0.59% | +-11.4% |
| 24 | META | META PLATFORMS INC | 1717 | $1.3M | 0.57% | -2.0% |
| 25 | ORCL | ORACLE CORP | 5245 | $1.1M | 0.51% | -5.5% |
| 26 | PG | PROCTER AND GAMBLE CO | 6948 | $1.1M | 0.49% | -0.8% |
| 27 | IYG | ISHARES TR | 12025 | $1.0M | 0.46% | -0.5% |
| 28 | NOC | NORTHROP GRUMMAN CORP | 1800 | $900K | 0.40% | — |
| 29 | WM | WASTE MGMT INC DEL | 3813 | $873K | 0.39% | +8.0% |
| 30 | KO | COCA COLA CO | 11939 | $845K | 0.38% | +2.5% |
| 31 | SPYV | SPDR SERIES TRUST | 15240 | $798K | 0.36% | +0.2% |
| 32 | EFA | iShares MSCI EAFE ETF | 7828 | $700K | 0.31% | -2.5% |
| 33 | MRK | MERCK & CO INC | 8792 | $696K | 0.31% | -2.2% |
| 34 | CAT | CATERPILLAR INC | 1774 | $689K | 0.31% | +0.2% |
| 35 | PAVE | GLOBAL X FDS | 15702 | $684K | 0.31% | -1.9% |
| 36 | DIS | DISNEY WALT CO | 5390 | $668K | 0.30% | -1.8% |
| 37 | ISTB | ISHARES TR | 13582 | $661K | 0.29% | -1.3% |
| 38 | NSC | NORFOLK SOUTHN CORP | 2436 | $624K | 0.28% | +0.3% |
| 39 | TIP | ISHARES TR | 5421 | $596K | 0.27% | +0.4% |
| 40 | XLK | Technology Select Sector SPDR | 2304 | $584K | 0.26% | — |
| 41 | BAC | BANK AMERICA CORP | 11896 | $563K | 0.25% | +0.2% |
| 42 | IVV | iShares Core S&P 500 ETF | 900 | $559K | 0.25% | -2.9% |
| 43 | OEF | ISHARES TR | 6065 | $552K | 0.25% | +0.1% |
| 44 | NOBL | PROSHARES TR | 5414 | $545K | 0.24% | +0.3% |
| 45 | XLP | Consumer Staples Select Sector SPDR | 6437 | $521K | 0.23% | -1.3% |
| 46 | LRCX | LAM RESEARCH CORP | 5000 | $487K | 0.22% | — |
| 47 | TSLA | TESLA INC | 1454 | $462K | 0.21% | +3.6% |
| 48 | AMT | AMERICAN TOWER CORP NEW | 2003 | $443K | 0.20% | +0.5% |
| 49 | IBM | INTERNATIONAL BUSINESS MACHS | 1400 | $413K | 0.18% | — |
| 50 | LLY | ELI LILLY & CO | 522 | $407K | 0.18% | -27.7% |
| 51 | CLX | CLOROX CO DEL | 3319 | $399K | 0.18% | +0.7% |
| 52 | CSCO | CISCO SYS INC | 5526 | $383K | 0.17% | -17.8% |
| 53 | VEA | Vanguard FTSE Developed Markets ETF | 6447 | $368K | 0.16% | +0.8% |
| 54 | JNJ | JOHNSON & JOHNSON | 2350 | $359K | 0.16% | -1.8% |
| 55 | VZ | VERIZON COMMUNICATIONS INC | 8216 | $356K | 0.16% | -2.8% |
| 56 | STIP | ISHARES TR | 3213 | $331K | 0.15% | +1.1% |
| 57 | GS | GOLDMAN SACHS GROUP INC | 463 | $327K | 0.15% | +0.2% |
| 58 | AXP | AMERICAN EXPRESS CO | 1010 | $322K | 0.14% | +0.3% |
| 59 | BND | Vanguard Total Bond Market ETF | 4329 | $319K | 0.14% | — |
| 60 | MAR | MARRIOTT INTL INC NEW | 1099 | $300K | 0.13% | +0.2% |
| 61 | CRM | SALESFORCE INC | 1094 | $298K | 0.13% | -4.4% |
| 62 | K | KELLANOVA | 3621 | $288K | 0.13% | +0.4% |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC | 2100 | $286K | 0.13% | NEW |
| 64 | T | AT&T INC | 9650 | $279K | 0.12% | +-5.4% |
| 65 | EEM | iShares MSCI Emerging Markets ETF | 1289 | $278K | 0.12% | -7.1% |
| 66 | SBUX | STARBUCKS CORP | 3001 | $275K | 0.12% | -0.4% |
| 67 | BIV | VANGUARD BD INDEX FDS | 3531 | $273K | 0.12% | +0.3% |
| 68 | HII | HUNTINGTON INGALLS INDS INC | 1025 | $247K | 0.11% | — |
| 69 | COST | COSTCO WHSL CORP NEW | 239 | $237K | 0.11% | — |
| 70 | LMT | LOCKHEED MARTIN CORP | 478 | $222K | 0.10% | — |
| 71 | CCI | CROWN CASTLE INC | 2139 | $220K | 0.10% | +0.8% |
| 72 | PFE | PFIZER INC | 8890 | $215K | 0.10% | -0.8% |
| 73 | CSX | CSX CORP | 6420 | $209K | 0.09% | NEW |
| 74 | LCID | LUCID GROUP INC | 14500 | $31K | 0.01% | — |