NCP Inc. — 13F Holdings & Portfolio

CIK 2023709 · latest 13F-HR filed 2026-05-08

NCP Inc. manages $60.1M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (21.94%), AMZN (9.22%), GOOGL (7.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 87, added to 17, and trimmed 50.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$60.1M

Long-equity book

Holdings

76

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+0 / −87 / ↑17 / ↓50

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PALO ALTO$1.6M +7460.2%
  • GE VERNOVA$194.1K +27.0%
  • COSTCO WHOLESALE$190.0K +11.2%
  • JOHNSON & JOHNSON$100.2K +18.1%
  • HONEYWELL INTL$67.5K +15.9%
Show all 17

Top Trims

  • NVIDIA CORP-$10.2M -43.5%
  • PALANTIR TECHNOLOGIES-$5.8M -83.3%
  • META PLATFORMS-$4.8M -86.1%
  • INVESCO QQQ-$3.0M -69.6%
  • STATE STREET-$1.9M -95.2%
Show all 50

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • ELI LILLY$11.0M
  • ROBINHOOD MARKETS$3.7M
  • CYBER ARK$2.5M
  • JPMORGAN$1.9M
  • NUVEEN S&P 500$1.8M
Show all 87
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $13.2M 21.94% 75,626 SH
2 AMAZON COM AMZN 023135106 $5.5M 9.22% 26,600 SH
3 ALPHABET INC GOOGL 02079K305 $4.5M 7.42% 15,500 SH
4 TESLA INC TSLA 88160R101 $4.2M 7.05% 11,400 SH
5 APPLE INC AAPL 037833100 $4.0M 6.69% 15,836 SH
6 BROADCOM INC AVGO 11135F101 $3.7M 6.09% 11,831 SH
7 EQUINIX INC EQIX 29444U700 $3.1M 5.14% 3,150 SH
8 CROWDSTRIKE HOLDINGS CRWD 22788C105 $2.0M 3.25% 5,000 SH
9 COSTCO WHOLESALE COST 22160K105 $1.9M 3.14% 1,893 SH
10 PALO ALTO PANW 697435105 $1.6M 2.64% 9,902 SH
11 BOEING COMPANY BA 097023105 $1.4M 2.38% 7,200 SH
12 INVESCO QQQ QQQ 46090E103 $1.3M 2.16% 2,250 SH
13 GOLDMAN SACHS GS 38141G104 $1.3M 2.11% 1,500 SH
14 PALANTIR TECHNOLOGIES PLTR 69608A108 $1.2M 1.93% 7,950 SH
15 JPMORGAN CHASE JPM 46625H100 $1.1M 1.81% 3,700 SH
16 WASTE MANAGEMENT WM 94106L109 $928.2K 1.54% 4,040 SH
17 INTUITIVE SURGICAL ISRG 46120E602 $922.0K 1.53% 2,000 SH
18 GE VERNOVA GEV 36828A101 $913.1K 1.52% 1,046 SH
19 META PLATFORMS META 30303M102 $778.9K 1.30% 1,361 SH
20 GE AEROSPACE GE 369604301 $661.0K 1.10% 2,330 SH
21 JOHNSON & JOHNSON JNJ 478160104 $653.6K 1.09% 2,674 SH
22 MICROSOFT CORP MSFT 594918104 $539.0K 0.90% 1,456 SH
23 UNITEDHEALTH GROUP UNH 91324P102 $527.7K 0.88% 1,950 SH
24 HONEYWELL INTL HON 438516106 $493.4K 0.82% 2,183 SH
25 UNITED AIRLINES UAL 910047109 $414.3K 0.69% 4,500 SH
26 NETFLIX INC NFLX 64110L106 $336.5K 0.56% 3,500 SH
27 BANK AMERICA BAC 060505104 $314.5K 0.52% 6,451 SH
28 THERMO FISHER TMO 883556102 $245.8K 0.41% 500 SH
29 STATE STREET XLF 81369Y605 $217.2K 0.36% 4,400 SH
30 3M COMPANY MMM 88579Y101 $203.3K 0.34% 1,400 SH
31 GENERAL MOTORS GM 37045V100 $193.7K 0.32% 2,600 SH
32 AT&T INC T 00206R102 $116.0K 0.19% 4,000 SH
33 ALPHABET INC GOOG 02079K107 $114.7K 0.19% 400 SH
34 ALTRIA GROUP MO 02209S103 $112.2K 0.19% 1,700 SH
35 INTL BUSINESS IBM 459200101 $109.1K 0.18% 450 SH
36 HOME DEPOT HD 437076102 $98.7K 0.16% 300 SH
37 VANGUARD FTSE VEU 922042775 $97.6K 0.16% 1,300 SH
38 STATE STREET SPY 78462F103 $97.6K 0.16% 150 SH
39 VISA INC V 92826C839 $94.5K 0.16% 313 SH
40 JOHNSON CONTROLS JCI G51502105 $89.8K 0.15% 686 SH
41 VERIZON COMMUNICATIONS VZ 92343V104 $75.7K 0.13% 1,507 SH
42 FORD MOTOR F 345370860 $75.0K 0.12% 6,500 SH
43 WALMART INC WMT 931142103 $74.6K 0.12% 600 SH
44 O REILLY AUTOMOTIVE ORLY 67103H107 $69.2K 0.12% 750 SH
45 GE HEALTHCARE GEHC 36266G107 $49.9K 0.08% 701 SH
46 ARISTA NETWORKS ANET 040413205 $49.1K 0.08% 400 SH
47 WELLS FARGO WFC 949746101 $47.9K 0.08% 602 SH
48 SOLSTICE ADVANCED SOLS 83443Q103 $41.5K 0.07% 545 SH
49 CHEVRON CORP CVX 166764100 $41.4K 0.07% 200 SH
50 IRON MOUNTAIN IRM 46284V101 $40.9K 0.07% 400 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $60.1M 76 0002023709-26-000003
2025-12-31 2026-02-17 $124.0M 163 0002023709-26-000002