Dan Sundheim (Mine & Arao) — Recent Sells
Mine & Arao Wealth Creation & Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed July 23, 2026 · Last updated
Dan Sundheim (Mine & Arao) fully exited 2 positions and reduced 17 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $917K. Largest exit: AT&T INC (was $277K).
Fully exited (2)
Reduced positions (17)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust (Nasdaq-100) | 69519 | $51.2M | 18.55% | -3.1% |
| SPY | SPDR S&P 500 ETF | 55886 | $41.7M | 15.13% | -0.1% |
| DIA | STATE STR SPDR DOW JONES IND | 52051 | $27.2M | 9.86% | -0.0% |
| AAPL | APPLE INC | 86934 | $25.2M | 9.12% | -0.8% |
| GOOG | ALPHABET INC | 35509 | $12.5M | 4.55% | -0.3% |
| GOOGL | ALPHABET INC | 11289 | $4.0M | 1.46% | -1.4% |
| OEF | ISHARES TR | 10568 | $1.9M | 0.70% | -0.5% |
| LRCX | LAM RESEARCH CORP | 4360 | $1.9M | 0.68% | -7.4% |
| BRK.B | Berkshire Hathaway Inc. Class B | 3473 | $1.7M | 0.63% | -0.4% |
| PG | PROCTER & GAMBLE CO | 6729 | $987K | 0.36% | -1.0% |
| NFLX | NETFLIX INC. | 10496 | $749K | 0.27% | -0.7% |
| ORCL | ORACLE CORP | 5011 | $734K | 0.27% | -3.8% |
| NOBL | PROSHARES TR | 10586 | $594K | 0.22% | 93.2% |
| COST | COSTCO WHOLESALE CORPORATION | 351 | $328K | 0.12% | -2.5% |
| BIV | VANGUARD BD INDEX FDS | 3444 | $264K | 0.10% | -0.5% |
| INTA | INTAPP INC | 10397 | $262K | 0.10% | -8.8% |
| PLTR | PALANTIR TECHNOLOGIES INC | 2100 | $245K | 0.09% | -0.5% |