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ASK CAPITAL INVESTMENT MANAGERS, LLC — 13F Holdings & Portfolio

CIK 2157918 · latest 13F-HR filed 2026-10-14

Backtest portfolio

ASK CAPITAL INVESTMENT MANAGERS, LLC manages $97.1M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (15.20%), ABBV (5.87%), GOOGL (5.84%).

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.

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AUM
$97.1M

Long-equity book

Holdings
28

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
—

no prior filing cached

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL15.2%ABBV5.9%GOOGL5.8%AMZN5.5%MSFT5.4%WMT5.3%TSM5.2%CVX4.6%CMI4.5%V4.3%AIT4.1%PSX4.0%ETN3.6%ORI3.3%LMT3.2%NEE3.1%AMGN3.1%EME2.8%ADP2.3%LHX1.9%TPL1.5%DE1.4%VIG1.0%VUG1.0%NVDA0.7%LOW0.6%VLO0.4%HOMB0.3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

1 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 27, 2026.

Assets Under Management
$110.4M
Discretionary
$110.4M
Employees
2
Accounts
151
Address
600 S. TYLER ST.
STE. 1515
AMARILLO, TX 79101
Phone
(806) 322-7526
Name Title / Status Ownership Type
MCNEER, WALTER, WAYNE ControlCCO AND MANAGER
since May 2010
50–75%Individual
Pacheco, Kate, McNeer ControlVICE PRESIDENT
since Feb 2025
5–10%Individual

Top Adds (vs prior quarter)

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Top Trims

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New Positions

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Exited Positions

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ASK CAPITAL INVESTMENT MANAGERS, LLC Holdings (2026-09-30)

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 APPLE INC AAPL 037833100 $14.8M 15.20% 44,316 SH
2 ABBVIE INC ABBV 00287Y109 $5.7M 5.87% 21,800 SH
3 ALPHABET INC GOOGL 02079K305 $5.7M 5.84% 16,469 SH
4 AMAZON COM INC AMZN 023135106 $5.3M 5.48% 21,343 SH
5 MICROSOFT CORP MSFT 594918104 $5.3M 5.44% 10,289 SH
6 WALMART INC WMT 931142103 $5.1M 5.29% 49,395 SH
7 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.0M 5.16% 10,971 SH
8 CHEVRON CORPORATION CVX 166764100 $4.5M 4.63% 22,014 SH
9 CUMMINS INC CMI 231021106 $4.4M 4.53% 8,520 SH
10 VISA INC V 92826C839 $4.2M 4.28% 11,573 SH
11 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $4.0M 4.12% 12,033 SH
12 PHILLIPS 66 PSX 718546104 $3.9M 3.98% 15,115 SH
13 EATON CORP PLC ETN G29183103 $3.5M 3.62% 8,167 SH
14 OLD REP INTL CORP ORI 680223104 $3.2M 3.33% 86,670 SH
15 LOCKHEED MARTIN CORP LMT 539830109 $3.1M 3.24% 6,178 SH
16 NEXTERA ENERGY INC NEE 65339F101 $3.0M 3.11% 39,919 SH
17 AMGEN INC AMGN 031162100 $3.0M 3.06% 7,058 SH
18 EMCOR GROUP INC EME 29084Q100 $2.8M 2.84% 3,658 SH
19 AUTOMATIC DATA PROCESSING IN ADP 053015103 $2.2M 2.28% 8,574 SH
20 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.8M 1.89% 7,766 SH
21 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $1.4M 1.48% 4,412 SH
22 DEERE & CO DE 244199105 $1.4M 1.41% 2,038 SH
23 VANGUARD SPECIALIZED FUNDS VIG 921908844 $984.2K 1.01% 4,218 SH
24 VANGUARD INDEX FDS VUG 922908736 $960.9K 0.99% 10,664 SH
25 NVIDIA CORPORATION NVDA 67066G104 $636.7K 0.66% 2,788 SH
26 LOWES COS INC LOW 548661107 $548.3K 0.56% 2,975 SH
27 VALERO ENERGY CORP VLO 91913Y100 $387.6K 0.40% 1,000 SH
28 HOME BANCSHARES INC HOMB 436893200 $281.8K 0.29% 10,000 SH
Filer Information
Address
600 S. TYLER ST.
STE. 1515
AMARILLO, TX 79101
Phone
(806) 322-7526
Filing Manager
ASK CAPITAL INVESTMENT MANAGERS, LLC
AMARILLO, TX
Signatory
Aryn Sands
Agent