Processus Wealth & Capital Management, LLC has filed its Form 13F-HR, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Managing Member J. Chad Jordan, lists 36 total holdings valued at $171,949,143.
The largest position in the portfolio is NVIDIA Corporation, which accounts for 14.01% of the total assets. The firm holds 105,478 shares of the semiconductor manufacturer. Alphabet Inc. Class A and Class C stocks follow as the second and third largest positions, representing 4.05% and 4.03% of the portfolio, respectively.
Other notable holdings include Palantir Technologies Inc. Class A, with 26,271 shares, and CrowdStrike Holdings Inc. Class A, with 33,520 shares. The firm also holds significant positions in Apple Inc. (39,679 shares) and Amazon.com Inc. (38,349 shares). Additionally, the filing reveals significant exposure to exchange-traded funds, including the iShares Russell 2000 Growth ETF, the iShares Russell Mid-Cap Value ETF, and the iShares S&P 500 Growth ETF.
