Ebert Capital Management Inc.

EUREKA, CA · CIK 2102530 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEureka, CA

$106.6m reported value +8.8% vs Q1 2026

28positions

81.8%in top 10

3 new 12 added 9 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	107,620	$21.5m20.21%	20.21%	Added +686	+686 0.6%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,245	$17.9m16.75%	16.75%	Reduced -581	-581 -2.3%
3	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	175,107	$16.0m15.06%	15.06%	Reduced -41.1k	-41,135 -19.0%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	21,560	$7.7m7.23%	7.23%	Added +168	+168 0.8%
5	MICROSOFT CORP COM MSFT	MSFT	15,425	$5.8m5.40%	5.40%	Added +304	+304 2.0%
6	AMAZON COM INC COM AMZN	AMZN	22,456	$5.4m5.02%	5.02%	Added +142	+142 0.6%
7	COSTCO WHSL CORP NEW COM COST	COST	4,180	$3.9m3.67%	3.67%	Reduced -19	-19 -0.5%
8	FAIR ISAAC CORP COM FICO	FICO	3,267	$3.9m3.66%	3.66%	Added +143	+143 4.6%
9	ELI LILLY & CO COM LLY	LLY	2,178	$2.6m2.45%	2.45%	Added +87	+87 4.2%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,331	$2.5m2.33%	2.33%	Reduced -316	-316 -8.7%
11	VISA INC COM CL A V	V	7,173	$2.5m2.31%	2.31%	Added +188	+188 2.7%
12	ISHARES TR EXPANDED TECH IGV	IGV	24,694	$2.2m2.10%	2.10%	Reduced -2.7k	-2,698 -9.8%
13	APPLE INC COM AAPL	AAPL	6,999	$2.0m1.90%	1.90%	Reduced -139	-139 -1.9%
14	NETFLIX INC COM NFLX	NFLX	27,530	$2.0m1.84%	1.84%	Added +2.6k	+2,603 10.4%
15	META PLATFORMS INC CL A META	META	2,806	$1.6m1.48%	1.48%	Added +729	+729 35.1%
16	BROADCOM INC COM AVGO	AVGO	3,983	$1.5m1.41%	1.41%	Added +255	+255 6.8%
17	MASTERCARD INCORPORATED CL A MA	MA	2,927	$1.5m1.41%	1.41%	Added +254	+254 9.5%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	2,482	$876.8k0.82%	0.82%	Unchanged
19	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	2,798	$740.7k0.70%	0.70%	Reduced -156	-156 -5.3%
20	S&P GLOBAL INC COM SPGI	SPGI	1,726	$702.9k0.66%	0.66%	Added +174	+174 11.2%
21	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	3,784	$646.5k0.61%	0.61%	New
22	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	5,075	$603.9k0.57%	0.57%	Unchanged
23	JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP JHML	JHML	6,000	$535.1k0.50%	0.50%	Unchanged
24	MSCI INC COM MSCI	MSCI	946	$529.8k0.50%	0.50%	Reduced -57	-57 -5.7%
25	SPDR GOLD TR GOLD SHS GLD	GLD	1,317	$485.2k0.46%	0.46%	New
26	SERVICENOW INC COM NOW	NOW	3,998	$396.9k0.37%	0.37%	Reduced -210	-210 -5.0%
27	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	493	$323.4k0.30%	0.30%	New
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	566	$283.2k0.27%	0.27%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SHOPIFY INC SHOP	SHOP	3,679	$436.4k3.7k shares