Scratch Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 42 separate positions held by the firm.
The largest holding disclosed in the report is Alphabet Inc., Class A Capital Stock, with 1,022 shares. The portfolio also includes significant positions in Amazon.com Inc. (1,802 shares), Apple Inc. (2,685 shares), and Applied Materials Inc. (3,840 shares).
Scratch Capital holds substantial exposure to technology and semiconductor firms, including Microsoft Corporation (1,714 shares), NVIDIA Corporation (8,799 shares), and Micron Technology Inc. (2,613 shares). The firm also lists positions in Meta Platforms Inc. Class A (499 shares) and Oracle Corporation (1,665 shares).
In addition to individual equities, the filing reveals significant investments in exchange-traded funds (ETFs). The portfolio includes Dimensional ETF Trust funds focusing on international core equity, emerging markets, and inflation protection, as well as Vanguard funds tracking short-term U.S. Treasury bonds and the Russell 1000 Value Index. Other notable ETF positions include the iShares Core S&P Total Stock Market ETF and the iShares 0-3 Month Treasury ETF.
The filing indicates that all positions are held as sole voting power and sole dispositive power.
