Silverleafe Capital Partners, LLC has filed its Form 13F-HR report for the third quarter of 2026, disclosing the firm's equity holdings as of September 30, 2026. The report lists James M. Cousins, Chief Compliance Officer, as the authorized signatory for the Germantown, Tennessee-based firm.
The filing details a portfolio consisting of 143 individual equity securities, with the top holdings including Apple Inc., Walmart Inc., and Microsoft Corporation. Apple is the largest holding in the portfolio, with 20,576,841 shares valued at approximately $6.18 billion. Walmart follows with 3,618,827 shares, while Microsoft holds 4,031,982 shares.
The portfolio also features significant positions in Broadcom Inc., with 2,009,224 shares, and NVIDIA Corporation, with 1,034,722 shares. Other notable individual stock positions include Costco Wholesale, Alphabet Inc., and Berkshire Hathaway Inc.
Alongside individual equities, the portfolio includes a substantial allocation to exchange-traded funds (ETFs). The largest ETF holding is the Vanguard Morningstar Small-Cap ETF, with 10,507,508 shares. Other major ETF positions include the iShares Core S&P 500 ETF (34,794,084 shares) and the iShares Gold Trust ETF (9,248,543 shares).
The filing indicates that all positions are held solely for investment purposes.
