Q2 2026 13F · SEC CIK 2149656

Maloon Powers Pitre Higgins & Dennehy, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $291.0M
Reported positions: 147
Holdings vs S&P 500, 3 yrs: —
Assets under management: $2.3B

Maloon Powers Pitre Higgins & Dennehy, LLC is a wealth manager that reported 147 positions worth $291.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 12.7%), Select Sector Spdr Tr (XLK, 6.7%), Vanguard Specialized Funds (VIG, 6.3%).

Maloon Powers Pitre Higgins & Dennehy, LLC holdings largest 50 of 147 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Maloon Powers Pitre Higgins & Dennehy, LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
AAPLApple Inc	12.7%	—	127,329	—	$36.8M
XLKSelect Sector Spdr Tr	6.7%	—	102,121	—	$19.5M
VIGVanguard Specialized Funds	6.3%	—	77,453	—	$18.3M
VBILVanguard Instl Index Fd	4.9%	—	189,195	—	$14.3M
IWFIshares Tr	3.7%	—	86,473	—	$10.7M
XARState Streer	3.5%	—	35,536	—	$10.1M
VYMVanguard Whitehall Fds	2.8%	—	51,857	—	$8.2M
ORCLOracle Corp	2.7%	—	53,390	—	$7.8M
IWDIshares Tr	2.6%	—	31,668	—	$7.7M
SPYState Str Spdr S&p 500 ETF T	2.3%	—	9,032	—	$6.7M
MSFTMicrosoft Corp	2.3%	—	17,986	—	$6.7M
METAMeta Platforms Inc	2.1%	—	10,994	—	$6.2M
XLUSelect Sector Spdr Tr	1.9%	—	119,514	—	$5.4M
EFAIshares Tr	1.7%	—	47,515	—	$4.9M
VEAVanguard Ftse Developed Markets Index Fu	1.7%	—	67,778	—	$4.8M
COSTCostco Wholesale Corporation	1.5%	—	4,667	—	$4.4M
VTVVanguard Index Fds	1.3%	—	17,899	—	$3.9M
BCALCalifornia BanCorp	1.2%	—	170,396	—	$3.6M
VOOVanguard Index Fds	1.2%	—	5,145	—	$3.5M
DVYIshares Tr	1.1%	—	20,674	—	$3.2M
AMZNAmazon Com Inc	1.1%	—	13,039	—	$3.1M
NVDANvidia Corporation	1.1%	—	15,470	—	$3.1M
BRK-BBerkshire Hathaway Inc Del	1.1%	—	6,144	—	$3.1M
IJHIshares Tr	1.1%	—	39,661	—	$3.1M
TSLATesla Inc	0.9%	—	6,399	—	$2.7M
CVXChevron Corporation	0.9%	—	16,165	—	$2.7M
CSCOCisco Sys Inc	0.9%	—	22,590	—	$2.7M
PWRQuanta Svcs Inc	0.8%	—	3,221	—	$2.3M
VVisa Inc	0.8%	—	6,657	—	$2.3M
DIASpdr Dow Jones Indl Average	0.7%	—	4,146	—	$2.2M
JNJJohnson & Johnson	0.7%	—	8,202	—	$2.1M
TAt&t Inc	0.7%	—	96,427	—	$2.0M
JPMJpmorgan Chase & Co	0.7%	—	5,870	—	$1.9M
IYWIshares Tr	0.6%	—	7,243	—	$1.8M
WFCWells Fargo & Co	0.6%	—	20,909	—	$1.7M
IXNIshares Tr	0.6%	—	4,589	—	$1.7M
VOVanguard Index Fds	0.6%	—	21,032	—	$1.7M
VUGVanguard Index Fds	0.6%	—	18,972	—	$1.6M
CMFIshares Tr	0.5%	—	27,501	—	$1.6M
NLRVaneck ETF Trust	0.5%	—	13,554	—	$1.6M
AMATApplied Matls Inc	0.5%	—	2,145	—	$1.6M
IJRIshares Tr	0.5%	—	10,385	—	$1.5M
VGTVanguard World Fd	0.5%	—	12,505	—	$1.5M
BACBank of Amer Corp	0.5%	—	25,282	—	$1.4M
IWPIshares Tr	0.5%	—	9,772	—	$1.4M
EFVIshares Tr	0.5%	—	18,151	—	$1.4M
VZVerizon Communications Inc	0.4%	—	29,758	—	$1.3M
EMXCIshares Inc	0.4%	—	12,240	—	$1.3M
ITAIshares Tr	0.4%	—	5,029	—	$1.2M
VGUSVanguard Instl Index Fd	0.4%	—	15,149	—	$1.1M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$291.0M	147

Questions about Maloon Powers Pitre Higgins & Dennehy, LLC's portfolio

What stocks does Maloon Powers Pitre Higgins & Dennehy, LLC own?

Maloon Powers Pitre Higgins & Dennehy, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 147 positions worth $291.0M. The largest are Apple Inc (AAPL) at 12.7%, Select Sector Spdr Tr (XLK) at 6.7%, Vanguard Specialized Funds (VIG) at 6.3%, Vanguard Instl Index Fd (VBIL) at 4.9% and Ishares Tr (IWF) at 3.7%.

When is Maloon Powers Pitre Higgins & Dennehy, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Maloon Powers Pitre Higgins & Dennehy, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Maloon Powers Pitre Higgins & Dennehy, LLC manage?

Maloon Powers Pitre Higgins & Dennehy, LLC reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $291.0M.