Peirce Capital Management, LLC has made a significant update by filing its latest 13F-HR report, which details its investment holdings as of September 30, 2026. The report indicates that the firm holds a total of 47 positions valued at approximately $272 million. This filing is crucial as it provides insights into the firm’s investment strategy and highlights its positions in key companies.
Peirce Capital Management is a Texas-based investment firm that focuses on managing assets for a diverse range of clients. The firm’s recent filing, dated October 19, 2026, showcases its ongoing commitment to transparency in the financial services sector, as required by the SEC.
The filing reveals several notable investments, including:
- Amazon.com Inc. with a reported value of $411,596.
- Apple Inc. valued at $343,677.
- Microsoft Corporation with holdings worth $1,472,402.
- ExxonMobil Holdings Corporation valued at $770,926.
- Chevron Corporation at $468,458.
The total value of the firm’s holdings reflects a strategic approach to asset management, with investments spread across various sectors including technology, energy, and healthcare. The firm’s diverse portfolio indicates a balanced risk approach while aiming for potential growth.
This filing may have implications for other investment firms and asset managers in the financial services industry, as they assess their own strategies in light of Peirce Capital Management’s choices. The presence of significant investments in well-known companies like Amazon and Apple could prompt competitors to reevaluate their asset allocations and investment strategies.
Looking ahead, the filing does not specify what actions Peirce Capital Management plans to take next regarding its portfolio. However, the firm is expected to continue monitoring market conditions and adjusting its investments accordingly.
For further details, the full filing can be accessed through the SEC's EDGAR database under accession number 0002008166-26-000005.