Yarbrough Capital, LLC Diversified Active

Location: Franklin, TN

CIK: 0001767686 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $2.853B (100.0% shares, 0.0% debt)

Holdings (85)

NVDA NVIDIA CORPORATION 19.9%
Value $569M Shares 3,262,800 Est. Cost $96.51 Unrealized +93.4%
AAPL APPLE INC 15.5%
Value $443M Shares 1,744,835 Est. Cost $169.40 Unrealized +55.2%
GOOGL ALPHABET INC 10.7%
Value $305M Shares 1,058,983 Est. Cost $112.46 Unrealized +187.5%
AMZN AMAZON COM INC 6.3%
Value $179M Shares 861,764 Est. Cost $147.33 Unrealized +54.0%
META META PLATFORMS INC 5.7%
Value $162M Shares 283,838 Est. Cost $357.25 Unrealized +83.5%
VOO VANGUARD INDEX FDS 4.5%
Value $129M Shares 216,447 Est. Cost $433.60 Unrealized
VTI VANGUARD INDEX FDS 3.5%
Value $99.74M Shares 310,912 Est. Cost $241.44 Unrealized
AVGO BROADCOM INC 3.1%
Value $88.8M Shares 286,905 Est. Cost $149.57 Unrealized +123.4%
QQQ INVESCO QQQ TR 2.9%
Value $83.4M Shares 144,498 Est. Cost $304.41 Unrealized
VGT VANGUARD WORLD FD 2.2%
Value $62.14M Shares 89,058 Est. Cost $448.51 Unrealized
GOOG ALPHABET INC 2.0%
Value $56.74M Shares 197,780 Est. Cost $112.33 Unrealized +188.1%
VT VANGUARD INTL EQUITY INDEX F 1.9%
Value $54M Shares 390,377 Est. Cost $107.43 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $47.38M Shares 127,986 Est. Cost $304.67 Unrealized +42.6%
GRMN GARMIN LTD 1.2%
Value $33.38M Shares 143,870 Est. Cost $131.47 Unrealized +63.2%
XLK SELECT SECTOR SPDR TR 1.1%
Value $32.44M Shares 244,080 Est. Cost $158.92 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value $31.5M Shares 37,230 Est. Cost $356.48 Unrealized +161.6%
SMH VANECK ETF TRUST 1.1%
Value $31.11M Shares 81,148 Est. Cost $212.19 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $28.79M Shares 97,875 Est. Cost $147.83 Unrealized +110.7%
SOXX ISHARES TR 0.9%
Value $27.08M Shares 82,383 Est. Cost $266.61 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.8%
Value $22.24M Shares 498,495 Est. Cost $45.46 Unrealized
HOOD ROBINHOOD MKTS INC 0.7%
Value $19.11M Shares 275,700 Est. Cost $57.28 Unrealized +67.2%
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value $18.93M Shares 129,443 Est. Cost $94.13 Unrealized +63.8%
QCOM QUALCOMM INC 0.5%
Value $15.57M Shares 120,896 Est. Cost $142.60 Unrealized +7.9%
BA BOEING CO 0.5%
Value $15.42M Shares 77,481 Est. Cost $199.20 Unrealized +19.7%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value $14M Shares 111,581 Est. Cost $97.10 Unrealized
V VISA INC 0.5%
Value $13.73M Shares 45,417 Est. Cost $215.06 Unrealized +53.1%
RTX RTX CORPORATION 0.4%
Value $11.57M Shares 59,996 Est. Cost $85.18 Unrealized +130.8%
SHOP SHOPIFY INC 0.4%
Value $11.56M Shares 97,488 Est. Cost $56.27 Unrealized +142.5%
UBER UBER TECHNOLOGIES INC 0.4%
Value $11.09M Shares 154,109 Est. Cost $85.74 Unrealized -8.2%
BX BLACKSTONE INC 0.4%
Value $10.84M Shares 94,255 Est. Cost $107.78 Unrealized +30.7%
ASML ASML HLDG NV 0.3%
Value $9.98M Shares 7,556 Est. Cost $707.43 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $9.874M Shares 200,000 Est. Cost $36.86 Unrealized
GLD SPDR GOLD TR 0.3%
Value $9.788M Shares 22,747 Est. Cost $355.47 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $9.687M Shares 198,705 Est. Cost $41.00 Unrealized +30.9%
ARKF ARK ETF TR 0.3%
Value $9.073M Shares 238,709 Est. Cost $15.49 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value $8.721M Shares 5,044 Est. Cost $2051.99 Unrealized +0.7%
ASTS AST SPACEMOBILE INC 0.3%
Value $8.235M Shares 99,372 Est. Cost $31.71 Unrealized +209.4%
NET CLOUDFLARE INC 0.3%
Value $8.015M Shares 38,845 Est. Cost $182.40 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value $6.855M Shares 13,720 Est. Cost $340.89 Unrealized +58.1%
IWO ISHARES TR 0.2%
Value $6.83M Shares 21,764 Est. Cost $285.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $6.785M Shares 17,380 Est. Cost $371.58 Unrealized +16.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $6.686M Shares 32,864 Est. Cost $99.41 Unrealized +123.0%
ITA ISHARES TR 0.2%
Value $6.648M Shares 30,393 Est. Cost $91.21 Unrealized
BP BP PLC 0.2%
Value $6.573M Shares 139,850 Est. Cost $26.63 Unrealized
PINS PINTEREST INC 0.2%
Value $6.428M Shares 350,470 Est. Cost $39.74 Unrealized -44.1%
STT STATE STR CORP 0.2%
Value $6.267M Shares 49,518 Est. Cost $81.94 Unrealized +59.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $6.073M Shares 17,970 Est. Cost $119.12 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value $5.836M Shares 29,548 Est. Cost $174.28 Unrealized +29.1%
HCA HCA HEALTHCARE INC 0.2%
Value $5.631M Shares 11,898 Est. Cost $236.02 Unrealized +111.0%
LRCX LAM RESEARCH CORP 0.2%
Value $5.498M Shares 25,732 Est. Cost $76.58 Unrealized +195.0%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $5.467M Shares 142,284 Est. Cost $50.13 Unrealized
PDD PDD HOLDINGS INC 0.2%
Value $5.436M Shares 53,202 Est. Cost $107.29 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $5.278M Shares 32,921 Est. Cost $165.17 Unrealized +4.2%
XPEV XPENG INC 0.2%
Value $4.768M Shares 278,642 Est. Cost $21.13 Unrealized
NOW SERVICENOW INC 0.2%
Value $4.358M Shares 41,682 Est. Cost $140.69 Unrealized -13.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $4.01M Shares 21,500 Est. Cost $119.21 Unrealized +54.3%
ANET ARISTA NETWORKS INC 0.1%
Value $3.68M Shares 29,974 Est. Cost $100.23 Unrealized +34.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value $3.55M Shares 10,853 Est. Cost $151.70 Unrealized +118.1%
GEV GE VERNOVA INC 0.1%
Value $3.489M Shares 3,997 Est. Cost $427.74 Unrealized +72.3%
APP APPLOVIN CORP 0.1%
Value $3.263M Shares 8,198 Est. Cost $333.44 Unrealized +52.1%
WFC WELLS FARGO & CO 0.1%
Value $2.984M Shares 37,485 Est. Cost $44.41 Unrealized +102.7%
ACHR ARCHER AVIATION INC 0.1%
Value $2.413M Shares 466,798 Est. Cost $7.43 Unrealized +4.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $2.413M Shares 38,456 Est. Cost $42.02 Unrealized +104.2%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $2.392M Shares 17,690 Est. Cost $64.85 Unrealized +110.9%
XSD SPDR SERIES TRUST 0.1%
Value $2.314M Shares 7,096 Est. Cost $208.62 Unrealized
QBTS D-WAVE QUANTUM INC 0.1%
Value $1.747M Shares 121,060 Est. Cost $6.72 Unrealized +252.2%
QTUM ETF SER SOLUTIONS 0.1%
Value $1.617M Shares 15,069 Est. Cost $87.92 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value $1.552M Shares 71,800 Est. Cost $14.08 Unrealized +105.5%
BIDU BAIDU INC 0.1%
Value $1.447M Shares 12,986 Est. Cost $130.66 Unrealized
TOST TOAST INC 0.0%
Value $1.426M Shares 53,796 Est. Cost $31.71 Unrealized -2.2%
JOBY JOBY AVIATION INC 0.0%
Value $1.383M Shares 167,483 Est. Cost $6.63 Unrealized +86.7%
IVV ISHARES TR 0.0%
Value $1.37M Shares 2,098 Est. Cost $476.83 Unrealized
WCLD WISDOMTREE TR 0.0%
Value $1.054M Shares 38,565 Est. Cost $27.23 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $975K Shares 69,441 Est. Cost $17.11 Unrealized +19.5%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value $970K Shares 28,581 Est. Cost $40.00 Unrealized +23.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $947K Shares 1,977 Est. Cost $507.86 Unrealized -2.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $946K Shares 14,109 Est. Cost $66.89 Unrealized +10.1%
IONQ IONQ INC 0.0%
Value $836K Shares 28,992 Est. Cost $38.60 Unrealized +7.3%
IGV ISHARES TR 0.0%
Value $716K Shares 8,945 Est. Cost $129.16 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $679K Shares 99,056 Est. Cost $13.24 Unrealized -23.2%
WRD WERIDE INC 0.0%
Value $489K Shares 60,426 Est. Cost $8.68 Unrealized
CRWV COREWEAVE INC 0.0%
Value $480K Shares 6,190 Est. Cost $38.54 Unrealized +137.4%
OKTA OKTA INC 0.0%
Value $289K Shares 3,667 Est. Cost $80.73 Unrealized +6.8%
PLMR PALOMAR HLDGS INC 0.0%
Value $202K Shares 1,693 Est. Cost $73.58 Unrealized +72.4%
RBLX ROBLOX CORP 0.0%
Value $201K Shares 3,551 Est. Cost $102.71 Unrealized -30.1%