What Dan Sundheim (Mine & Arao) Bought in Q4 2025
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$255.5M
Total Value
76
Holdings
3
New Buys
18
Reduced
In Q4 2025, Dan Sundheim (Mine & Arao) reported 76 long equity positions worth $255.5M in their Mine & Arao Wealth Creation & Management 13F filing, including 3 new positions (largest: INTAPP INC at $614K) and 40 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 74150 | $45.6M | 17.83% | -1.1% |
| 2 | SPY | SPDR S&P 500 ETF | 57232 | $39.0M | 15.27% | +0.1% |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 53189 | $25.6M | 10.00% | +0.5% |
| 4 | AAPL | APPLE INC | 89461 | $24.3M | 9.52% | +0.5% |
| 5 | NVDA | NVIDIA CORPORATION | 86804 | $16.2M | 6.34% | -1.4% |
| 6 | AMZN | AMAZON COM INC | 63896 | $14.7M | 5.77% | +0.0% |
| 7 | GOOG | ALPHABET INC | 36416 | $11.4M | 4.47% | -1.6% |
| 8 | JPM | JPMORGAN CHASE & CO. | 24940 | $8.0M | 3.15% | +1.1% |
| 9 | SDY | SPDR SERIES TRUST | 41259 | $5.7M | 2.25% | +8.7% |
| 10 | V | VISA INC | 15119 | $5.3M | 2.08% | +1.9% |
| 11 | DVY | ISHARES TR | 28908 | $4.1M | 1.60% | +0.6% |
| 12 | GOOGL | ALPHABET INC | 11685 | $3.7M | 1.43% | -4.2% |
| 13 | WFC | WELLS FARGO CO NEW | 32410 | $3.0M | 1.18% | +0.4% |
| 14 | IYH | ISHARES TR | 43423 | $2.8M | 1.11% | -0.3% |
| 15 | MSFT | MICROSOFT CORP | 4994 | $2.4M | 0.95% | +0.6% |
| 16 | ICF | ISHARES TR | 40243 | $2.4M | 0.94% | +0.2% |
| 17 | IJR | ISHARES TR | 19811 | $2.4M | 0.93% | +0.2% |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | 31342 | $2.3M | 0.90% | +1.0% |
| 19 | OEF | ISHARES TR | 10697 | $1.8M | 0.69% | -0.7% |
| 20 | BRK.B | Berkshire Hathaway Inc. Class B | 3513 | $1.8M | 0.69% | -3.1% |
| 21 | IJH | ISHARES TR | 25994 | $1.7M | 0.67% | -0.6% |
| 22 | MA | MASTERCARD INCORPORATED | 2477 | $1.4M | 0.55% | +0.1% |
| 23 | META | META PLATFORMS INC | 1718 | $1.1M | 0.44% | — |
| 24 | IYG | ISHARES TR | 12014 | $1.1M | 0.43% | -0.3% |
| 25 | WM | WASTE MGMT INC DEL | 5029 | $1.1M | 0.43% | +16.4% |
| 26 | ORCL | ORACLE CORP | 5298 | $1.0M | 0.40% | +0.3% |
| 27 | NOC | NORTHROP GRUMMAN CORP | 1800 | $1.0M | 0.40% | — |
| 28 | PG | PROCTER AND GAMBLE CO | 6766 | $970K | 0.38% | -1.7% |
| 29 | KO | COCA COLA CO | 13568 | $949K | 0.37% | +5.4% |
| 30 | CAT | CATERPILLAR INC | 1654 | $948K | 0.37% | -6.9% |
| 31 | MRK | MERCK & CO INC | 8828 | $929K | 0.36% | +0.4% |
| 32 | NFLX | NETFLIX INC | 9860 | $924K | 0.36% | +901.0% |
| 33 | SPYV | SPDR SERIES TRUST | 15217 | $865K | 0.34% | -0.4% |
| 34 | LRCX | LAM RESEARCH CORP | 5010 | $858K | 0.34% | +0.2% |
| 35 | EFA | iShares MSCI EAFE ETF | 8011 | $769K | 0.30% | +1.4% |
| 36 | PAVE | GLOBAL X FDS | 15417 | $737K | 0.29% | -0.6% |
| 37 | NSC | NORFOLK SOUTHN CORP | 2452 | $708K | 0.28% | +0.4% |
| 38 | BAC | BANK AMERICA CORP | 11924 | $656K | 0.26% | +0.1% |
| 39 | TSLA | TESLA INC | 1454 | $654K | 0.26% | — |
| 40 | IVV | iShares Core S&P 500 ETF | 900 | $616K | 0.24% | -0.3% |
| 41 | ISTB | ISHARES TR | 12602 | $614K | 0.24% | -7.6% |
| 42 | INTA | INTAPP INC | 13397 | $614K | 0.24% | NEW |
| 43 | DIS | DISNEY WALT CO | 5305 | $604K | 0.24% | — |
| 44 | TIP | ISHARES TR | 5454 | $599K | 0.23% | +0.3% |
| 45 | OEF | ISHARES TR | 6179 | $599K | 0.23% | +1.8% |
| 46 | LLY | ELI LILLY & CO | 531 | $571K | 0.22% | — |
| 47 | NOBL | PROSHARES TR | 5480 | $570K | 0.22% | +0.5% |
| 48 | XLK | Technology Select Sector SPDR | 3908 | $563K | 0.22% | +69.6% |
| 49 | IBM | INTERNATIONAL BUSINESS MACHS | 1749 | $518K | 0.20% | — |
| 50 | XLP | Consumer Staples Select Sector SPDR | 6447 | $501K | 0.20% | +0.5% |
| 51 | JNJ | JOHNSON & JOHNSON | 2370 | $490K | 0.19% | +0.4% |
| 52 | CSCO | CISCO SYS INC | 5527 | $426K | 0.17% | +0.0% |
| 53 | GS | GOLDMAN SACHS GROUP INC | 465 | $409K | 0.16% | +0.2% |
| 54 | VEA | Vanguard FTSE Developed Markets ETF | 6517 | $407K | 0.16% | +0.6% |
| 55 | AXP | AMERICAN EXPRESS CO | 1015 | $376K | 0.15% | +0.2% |
| 56 | PLTR | PALANTIR TECHNOLOGIES INC | 2111 | $375K | 0.15% | — |
| 57 | HII | HUNTINGTON INGALLS INDS INC | 1025 | $349K | 0.14% | — |
| 58 | MAR | MARRIOTT INTL INC NEW | 1101 | $342K | 0.13% | — |
| 59 | VZ | VERIZON COMMUNICATIONS INC | 8306 | $338K | 0.13% | +0.8% |
| 60 | STIP | ISHARES TR | 3270 | $335K | 0.13% | +0.9% |
| 61 | AMT | AMERICAN TOWER CORP NEW | 1893 | $332K | 0.13% | -5.9% |
| 62 | BND | Vanguard Total Bond Market ETF | 4229 | $313K | 0.12% | — |
| 63 | EEM | iShares MSCI Emerging Markets ETF | 1270 | $313K | 0.12% | +0.2% |
| 64 | COST | COSTCO WHSL CORP NEW | 360 | $310K | 0.12% | +50.0% |
| 65 | CRM | SALESFORCE INC | 1144 | $303K | 0.12% | — |
| 66 | CLX | CLOROX CO DEL | 2878 | $290K | 0.11% | -14.0% |
| 67 | MU | MICRON TECHNOLOGY INC | 1000 | $285K | 0.11% | NEW |
| 68 | BIV | VANGUARD BD INDEX FDS | 3553 | $277K | 0.11% | +0.4% |
| 69 | SBUX | STARBUCKS CORP | 2874 | $242K | 0.09% | -4.6% |
| 70 | TMO | THERMO FISHER SCIENTIFIC INC | 414 | $240K | 0.09% | — |
| 71 | T | AT&T INC | 9542 | $237K | 0.09% | — |
| 72 | CSX | CSX CORP | 6427 | $233K | 0.09% | +0.0% |
| 73 | LMT | LOCKHEED MARTIN CORP | 478 | $231K | 0.09% | — |
| 74 | PFE | PFIZER INC | 8845 | $220K | 0.09% | +1.1% |
| 75 | WMT | WALMART INC | 1941 | $216K | 0.08% | — |
| 76 | AMD | ADVANCED MICRO DEVICES INC | 1004 | $215K | 0.08% | NEW |