Reflection Asset Management has filed its Form 13F-HR, disclosing the institutional investment holdings held by the firm as of June 30, 2026. The filing lists Dennis R. Mason, Director of Compliance Services, as the authorized representative responsible for submitting the report.
The information table details a portfolio consisting of 159 individual securities. The largest position disclosed in the filing is a holding of 35,539,033 shares in Amphenol Corporation Class A. Other notable equity positions include 33,843 shares of Costco Wholesale Corporation, 71,642 shares of NVIDIA Corporation, and 33,843 shares of Visa Inc. Class A.
The portfolio also includes significant holdings in technology and industrial sectors, such as 56,339 shares of Apple Inc., 8,282 shares of Advanced Micro Devices Inc., and 22,056 shares of Xylem Inc. Additionally, the filing lists various exchange-traded funds, including the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and the iShares MSCI EAFE ETF.
