Tucker Asset Management LLC has filed its quarterly holdings report, revealing a total portfolio value of $405,803,113 as of September 30, 2026. This filing is significant as it provides insight into the company’s investment strategies and market positioning.

Founded in Colorado, Tucker Asset Management LLC operates under the CIK number 0001870012. The firm focuses on managing assets and investments, with a fiscal year ending on December 31. The recent filing, submitted on October 29, 2026, is categorized under the 13F-HR form type, which is a requirement for institutional investment managers to disclose their equity holdings.

The filing indicates that Tucker Asset Management holds a total of 190 different securities. The firm’s investments span various sectors, with notable allocations in technology and healthcare companies. For instance, significant holdings include:

3M Co: $253,949

Abbott Laboratories: $322,896

AbbVie Inc: $382,613

Amazon.com Inc: $818,707

Apple Inc: $6,506,241

The total value of these holdings underscores Tucker's strategic focus on established companies with strong market positions. The firm’s investments in major players like Amazon and Apple reflect a commitment to sectors that are expected to drive future growth.

This update is likely to be of interest to other investment firms and analysts, as it provides a glimpse into the investment trends and strategies being employed by Tucker Asset Management. The firm's diverse portfolio may serve as a benchmark for peers in the asset management industry.

Looking ahead, Tucker Asset Management's next steps are not detailed in the filing. However, the firm is expected to continue monitoring market conditions and adjusting its investment strategies accordingly. The filing does not specify any upcoming votes or additional disclosures.

For those interested in the specifics of Tucker Asset Management’s holdings and investment strategy, the complete filing can be accessed through the SEC's EDGAR database under accession number 0001870012-26-000001.