Lazari Capital Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Lazari Capital Management, Inc. reported 173 stock positions worth $285.3 million. Its top holding was Apple (AAPL) at 13.4% of the portfolio, followed by Meta Platforms Class A (META, 6.4%) and Nvidia (NVDA, 5.7%). Compared with Q4 2025, it opened 14 new positions, sold out of 5, added to 50 and reduced 74. The biggest buy was Verizon Communications (VZ, shares +9%) and the biggest sale Meta Platforms Class A (META, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001986389
- Portfolio Value
- $285.3M (Q1 2026)
- SEC Filing
- 0001986389-26-000003 ↗ filed Apr 24, 2026
Holdings Value
Holdings 173 stocks · $285.3M
| AAPL Apple Inc. | 13.39% | 150,570 | $38.2M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 6.44% | 32,132 | $18.4M | Reduce -3.0% |
| NVDA Nvidia Corp. | 5.73% | 93,664 | $16.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 5.41% | 74,166 | $15.4M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 5.35% | 53,065 | $15.3M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 4.72% | 187,195 | $13.5M | Add +0.5% |
| BP BP PLC-Spons ADR | 3.07% | 186,626 | $8.8M | Reduce -6.1% |
| TSLA Tesla Inc. | 2.92% | 22,443 | $8.3M | Add +1.9% |
| BA The Boeing Co. | 2.36% | 33,879 | $6.7M | Add +4.6% |
| MSFT Microsoft Corp. | 2.27% | 17,519 | $6.5M | Add +7.0% |
| VZ Verizon Communications Inc. | 1.88% | 106,946 | $5.4M | Add +8.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.80% | 53,327 | $5.1M | Reduce -9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.53% | 89,564 | $4.4M | Reduce -1.9% |
| AMD Advanced Micro Devices | 1.52% | 21,269 | $4.3M | Reduce -1.3% |
| NFLX Netflix Inc. | 1.41% | 41,975 | $4.0M | Add +14.0% |
| ABBV Abbvie Inc. | 1.23% | 16,168 | $3.5M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.17% | 10,429 | $3.3M | Add +3.9% |
| AVGO Broadcom Inc. | 1.15% | 10,575 | $3.3M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.97% | 16,289 | $2.8M | Reduce -19.2% |
| JPM JPMorgan Chase & Co. | 0.88% | 8,506 | $2.5M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 3,819 | $2.5M | Reduce -0.9% |
| SRE Sempra | 0.83% | 24,302 | $2.4M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.83% | 8,709 | $2.4M | Add +41.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.77% | 21,305 | $2.2M | Add +1.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.74% | 5,771 | $2.1M | Add +20.2% |
| AGG iShares Core U.S. Aggregate | 0.66% | 18,992 | $1.9M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.65% | 1,856 | $1.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 3,193 | $1.8M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.65% | 2,820 | $1.8M | Reduce -5.3% |
| PFE Pfizer Inc. | 0.64% | 65,405 | $1.8M | Reduce -4.2% |
| V Visa Inc. Class A | 0.63% | 5,919 | $1.8M | Add +2.8% |
| WMT Walmart Inc. | 0.59% | 13,529 | $1.7M | Add +3.8% |
| COP Conocophillips | 0.58% | 12,462 | $1.6M | Reduce -1.8% |
| T AT&T Inc. | 0.56% | 54,868 | $1.6M | Reduce -1.2% |
| SBUX Starbucks Corp. | 0.55% | 17,503 | $1.6M | Add +3.1% |
| JNJ Johnson & Johnson | 0.52% | 6,121 | $1.5M | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.52% | 18,607 | $1.5M | Reduce -2.7% |
| VYM Vanguard High DVD Yield ETF | 0.52% | 9,992 | $1.5M | Reduce -0.2% |
| CVX Chevron Corp. | 0.51% | 6,974 | $1.4M | Add +1.8% |
| AXP American Express Co. | 0.48% | 4,484 | $1.4M | Add +11.5% |
| XLE SS Energy Select Sector | 0.47% | 22,102 | $1.4M | Reduce -1.8% |
| DVN Devon Energy Corp. | 0.47% | 26,857 | $1.4M | Reduce -1.7% |
| MO Altria Group Inc. | 0.43% | 18,497 | $1.2M | Add +0.1% |
| C Citigroup Inc. | 0.43% | 10,704 | $1.2M | Reduce -3.9% |
| GLD SPDR Gold Shares | 0.41% | 2,686 | $1.2M | Add +1.6% |
| ORCL Oracle Corp. | 0.40% | 7,794 | $1.1M | Add +39.8% |
| ARCC Ares Capital Corp. | 0.38% | 60,550 | $1.1M | Add +145.6% |
| WYNN WYNN Resorts Ltd. | 0.38% | 10,553 | $1.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.36% | 1,122 | $1.0M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.36% | 8,183 | $1.0M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.36% | 1,201 | $1.0M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.35% | 3,521 | $1.0M | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 16,471 | $999K | Reduce -0.0% |
| TTAN Servicetitan Inc. Class A | 0.34% | 15,373 | $976K | New |
| CRM Salesforce Inc. | 0.33% | 4,970 | $928K | Reduce -3.9% |
| CAT Caterpillar Inc. | 0.31% | 1,267 | $898K | Reduce -5.1% |
| BE Bloom Energy Corp. Class A | 0.31% | 6,494 | $880K | Add +1.6% |
| MA Mastercard Inc. Class A | 0.31% | 1,754 | $876K | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 9,679 | $876K | No change |
| TRGP Targa Resources Corp. | 0.30% | 3,466 | $869K | No change |
| RTX RTX Corp. | 0.30% | 4,487 | $866K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,675 | $803K | Reduce -0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.27% | 10,517 | $783K | Add +155.4% |
| SPXS Dirx Dai S&P500 B 3X ETF-Usd | 0.27% | 19,300 | $781K | No change |
| AMGN Amgen Inc. | 0.27% | 2,196 | $773K | Reduce -2.1% |
| MS Morgan Stanley | 0.27% | 4,622 | $761K | Reduce -5.8% |
| MAR Marriott International Class A | 0.26% | 2,297 | $751K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,232 | $736K | Add +28.5% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 5,905 | $734K | Add +0.1% |
| VMC Vulcan Materials Co. | 0.26% | 2,673 | $728K | No change |
| GSK GSK PLC-Spon ADR | 0.25% | 13,144 | $725K | Add +1.1% |
| MESO Mesoblast Ltd.- Spon ADR | 0.25% | 46,121 | $709K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 13,323 | $700K | Reduce -1.9% |
| OXY Occidental Petroleum Corp. | 0.24% | 10,565 | $687K | No change |
| MRK Merck & Co. Inc. | 0.24% | 5,666 | $682K | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,365 | $671K | Reduce -8.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 6,043 | $659K | Add +1.5% |
| SHOP Shopify Inc. Class A | 0.22% | 5,341 | $634K | Reduce -2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,818 | $614K | Reduce -0.6% |
| VFMO Vanguard US Momentum Factor | 0.21% | 3,083 | $608K | No change |
| MCD McDonald's Corp. | 0.21% | 1,946 | $605K | Add +5.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.21% | 52,061 | $601K | Add +1.6% |
| SCHW Schwab (charles) Corp. | 0.21% | 6,272 | $589K | Reduce -0.9% |
| HD Home Depot Inc. | 0.21% | 1,786 | $587K | Reduce -7.8% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 3,822 | $559K | Add +9.6% |
| PYPL PayPal Holdings Inc. | 0.19% | 11,913 | $539K | Reduce -9.5% |
| DFSV Dimensional US Small Cap Val | 0.18% | 14,890 | $522K | Reduce -5.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.18% | 393 | $519K | Reduce -20.3% |
| LRCX Lam Research Corp. | 0.18% | 2,425 | $518K | Reduce -0.5% |
| BND Vanguard Total Bond Market | 0.18% | 6,824 | $503K | Reduce -5.0% |
| GEV GE Vernova Inc. | 0.17% | 568 | $496K | No change |
| SPG Simon Property Group Inc. | 0.17% | 2,637 | $492K | Add +0.0% |
| FISV Fiserv Inc. | 0.17% | 8,543 | $477K | Add +50.9% |
| VOD Vodafone Group PLC-SP ADR | 0.17% | 31,647 | $475K | Reduce -5.9% |
| CVBF CVB Financial Corp. | 0.17% | 24,376 | $473K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 12,186 | $468K | Add +11.6% |
| VHT Vanguard Health Care ETF | 0.16% | 1,703 | $464K | Add +0.3% |
| IYE iShares U.S. Energy ETF | 0.16% | 6,950 | $450K | No change |
| MCK McKesson Corp. | 0.15% | 482 | $417K | Reduce -0.6% |
| PM Philip Morris International | 0.15% | 2,509 | $415K | Reduce -3.0% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 28,875 | $1.9M | Reduce -6.2% |
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | 24,500 | $283K | New |
Total filed on the 13F, all lines: $287.5M.
Portfolio Sells Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | Reduce -3.0% | 6.44% | −0.95 |
| AAPL Apple Inc. | Reduce -3.1% | 13.39% | −0.89 |
| DIS The Walt Disney Co. | Reduce -9.6% | 1.80% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 5.41% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 5.35% | −0.31 |
| NVDA Nvidia Corp. | Reduce -0.3% | 5.73% | −0.20 |
| BAC Bank of America Corp. | Reduce -1.9% | 1.53% | −0.17 |
| CRM Salesforce Inc. | Reduce -3.9% | 0.33% | −0.14 |
| BXP BXP Inc. | Sold out | 0.00% | −0.11 |
| AVGO Broadcom Inc. | Reduce -0.1% | 1.15% | −0.09 |
| WFC Wells Fargo & Co. | Reduce -2.7% | 0.52% | −0.08 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -2.0% | 0.22% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -9.5% | 0.19% | −0.07 |
| MET Metlife Inc. | Sold out | 0.00% | −0.07 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.07 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.88% | −0.06 |
| SLV iShares Silver Trust | Reduce -44.1% | 0.10% | −0.06 |
| WYNN WYNN Resorts Ltd. | Reduce -0.1% | 0.38% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.9% | 0.36% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 0.65% | −0.04 |
| AMD Advanced Micro Devices | Reduce -1.3% | 1.52% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.31% | −0.03 |
| GE General Electric | Reduce -8.3% | 0.24% | −0.03 |
| MS Morgan Stanley | Reduce -5.8% | 0.27% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.35% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.11% | −0.02 |
| HD Home Depot Inc. | Reduce -7.8% | 0.21% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.2% | 1.23% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 0.87% | −0.02 |
| C Citigroup Inc. | Reduce -3.9% | 0.43% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -8.7% | 0.14% | −0.01 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -4.3% | 0.10% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 0.21% | −0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -5.0% | 0.11% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.11% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Reduce -1.9% | 0.10% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -5.0% | 0.18% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.28% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -0.4% | 0.36% | −0.00 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -0.2% | 0.03% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 0.08% | +0.00 |
| IMTM iShares MSCI Intl Momentum F | Reduce -2.3% | 0.07% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.7% | 0.09% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.9% | 0.25% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -3.2% | 0.11% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -20.3% | 0.18% | +0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.4% | 0.13% | +0.00 |
| PM Philip Morris International | Reduce -3.0% | 0.15% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VZ Verizon Communications Inc. | Add +8.6% | 1.88% | +0.52 |
| TTAN Servicetitan Inc. Class A | New | 0.34% | +0.34 |
| NFLX Netflix Inc. | Add +14.0% | 1.41% | +0.25 |
| ARCC Ares Capital Corp. | Add +145.6% | 0.38% | +0.21 |
| DEO Diageo PLC-Sponsored ADR | Add +155.4% | 0.27% | +0.15 |
| CVX Chevron Corp. | Add +1.8% | 0.51% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +41.7% | 0.83% | +0.14 |
| BE Bloom Energy Corp. Class A | Add +1.6% | 0.31% | +0.12 |
| SRE Sempra | Add +0.0% | 0.83% | +0.10 |
| STX Seagate Technology Holdings | New | 0.10% | +0.10 |
| WMT Walmart Inc. | Add +3.8% | 0.59% | +0.10 |
| NKE Nike Inc. Class B | New | 0.09% | +0.09 |
| CZR Caesars Entertainment Inc. | New | 0.08% | +0.08 |
| SHEL Shell PLC-ADR | New | 0.08% | +0.08 |
| SCHF Schwab Intl Equity ETF | New | 0.08% | +0.08 |
| IMO Imperial Oil Ltd. | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | New | 0.07% | +0.07 |
| WEC WEC Energy Group Inc. | New | 0.07% | +0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +20.2% | 0.74% | +0.07 |
| TOL Toll Brothers Inc. | New | 0.07% | +0.07 |
| WM Waste Management Inc. | New | 0.07% | +0.07 |
| MO Altria Group Inc. | Add +0.1% | 0.43% | +0.07 |
| SBUX Starbucks Corp. | Add +3.1% | 0.55% | +0.07 |
| UBRL Granite 2X Long Uber ETF | New | 0.06% | +0.06 |
| VALE Vale SA-SP ADR | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +28.5% | 0.26% | +0.05 |
| GLD SPDR Gold Shares | Add +1.6% | 0.41% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.1% | 0.77% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +1.1% | 0.25% | +0.04 |
| FISV Fiserv Inc. | Add +50.9% | 0.17% | +0.04 |
| ORCL Oracle Corp. | Add +39.8% | 0.40% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.9% | 1.17% | +0.03 |
| MU Micron Technology Inc. | Add +8.3% | 0.10% | +0.03 |
| INTC Intel Corp. | Add +4.9% | 0.11% | +0.02 |
| MCD McDonald's Corp. | Add +5.7% | 0.21% | +0.02 |
| FDX FedEx Corp. | Add +2.6% | 0.09% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.26% | +0.02 |
| GRAB Grab Holdings Ltd. Class A | New | 0.02% | +0.02 |
| GERN Geron Corp. | Add +19.7% | 0.06% | +0.02 |
| DUK Duke Energy Corp. | Add +0.1% | 0.12% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.6% | 0.08% | +0.01 |
| SO The Southern Co. | Add +0.5% | 0.10% | +0.01 |
| GNL Global Net Lease Inc. | Add +1.8% | 0.08% | +0.01 |
| XEL Xcel Energy Inc. | Add +0.2% | 0.10% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.5% | 0.23% | +0.01 |
| SPG Simon Property Group Inc. | Add +0.0% | 0.17% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.11% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.12% | +0.01 |
| MBOT Microbot Medical Inc. | Add +9.4% | 0.02% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -6.2% | 28,875 | $1.9M |
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | New | 24,500 | $283K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $321.6M | AAPL, NVDA, GOOGL, META, AMZN |
| Q1 2026 | 173 | $285.3M | AAPL, META, NVDA, AMZN, GOOGL |
| Q4 2025Amended | 164 | $295.5M | AAPL, META, NVDA, AMZN, GOOGL |
| Q3 2025 | 165 | $294.2M | AAPL, META, NVDA, UBER, AMZN |
| Q2 2025 | 155 | $265.6M | AAPL, META, UBER, AMZN, NVDA |
| Q1 2025 | 155 | $244.6M | AAPL, META, AMZN, UBER, NVDA |
| Q4 2024 | 153 | $250.9M | AAPL, META, AMZN, NVDA, UBER |
| Q3 2024 | 159 | $233.8M | AAPL, META, UBER, AMZN, NVDA |
| Q2 2024 | 144 | $221.8M | AAPL, META, AMZN, UBER, GOOGL |
| Q1 2024 | 127 | $184.1M | AAPL, META, UBER, AMZN, DIS |