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Defender Capital, LLC.

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13F filer, CIK 1766929, CHARLOTTE, NC

Defender Capital, LLC. reported $307,967,841 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 81.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001766929-26-000003

Period
2026-06-30
Reported value
$308M
Holdings
37
Top 10 weight
81.24%
New
7
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AXONadded+15,195$8.52M
AMZNadded+18,092$4.31M
ISRGadded+8,833$3.51M
VOOnew+4,750$3.26M
PLTRadded+24,739$2.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ARMreduced-78,359-$27.8M
STAAreduced-213,355-$6.12M
FTVexited-86,480-$4.78M
DHRreduced-8,813-$1.68M
INTCreduced-7,900-$1.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001766929-26-000003, largest first. % of portfolio is the value over $307,967,841, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,797 shares; 2025Q1: 97,112 shares; 2025Q2: 96,261 shares; 2025Q3: not reported; 2025Q4: 100,452 shares; 2026Q1: 99,569 shares; 2026Q2: 101,329 shares 101,329$50.7M16.46%+1,760Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,085 shares; 2025Q1: 41,529 shares; 2025Q2: 40,224 shares; 2025Q3: not reported; 2025Q4: 41,845 shares; 2026Q1: 59,290 shares; 2026Q2: 74,485 shares 74,485$41.8M13.56%+15,195Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 526,741 shares; 2025Q1: 361,213 shares; 2025Q2: 306,599 shares; 2025Q3: not reported; 2025Q4: 242,672 shares; 2026Q1: 284,948 shares; 2026Q2: 309,687 shares 309,687$36.1M11.73%+24,739Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,951 shares; 2025Q1: 156,543 shares; 2025Q2: 157,041 shares; 2025Q3: not reported; 2025Q4: 156,015 shares; 2026Q1: 157,529 shares; 2026Q2: 148,716 shares 148,716$28.3M9.2%-8,813Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,973 shares; 2025Q1: 158,284 shares; 2025Q2: 172,870 shares; 2025Q3: not reported; 2025Q4: 203,103 shares; 2026Q1: 239,633 shares; 2026Q2: 248,501 shares 248,501$22M7.16%+8,868Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 399,032 shares; 2025Q1: 352,625 shares; 2025Q2: 317,600 shares; 2025Q3: not reported; 2025Q4: 246,522 shares; 2026Q1: 209,489 shares; 2026Q2: 198,480 shares 198,480$19.1M6.19%-11,009Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,101 shares; 2025Q1: 32,661 shares; 2025Q2: 34,536 shares; 2025Q3: not reported; 2025Q4: 33,775 shares; 2026Q1: 23,196 shares; 2026Q2: 24,641 shares 24,641$16.4M5.34%+1,445Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,427 shares; 2025Q1: 11,630 shares; 2025Q2: 13,580 shares; 2025Q3: not reported; 2025Q4: 27,132 shares; 2026Q1: 25,782 shares; 2026Q2: 29,925 shares 29,925$12.6M4.09%+4,143Timeline
STAASTAAR SURGICAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 701,567 shares; 2025Q1: 720,532 shares; 2025Q2: 695,764 shares; 2025Q3: not reported; 2025Q4: 668,222 shares; 2026Q1: 644,542 shares; 2026Q2: 431,187 shares 431,187$12.4M4.02%-213,355Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,070 shares; 2025Q1: 11,106 shares; 2025Q2: 11,165 shares; 2025Q3: not reported; 2025Q4: 12,084 shares; 2026Q1: 11,912 shares; 2026Q2: 11,500 shares 11,500$10.8M3.49%-412Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,167 shares; 2026Q1: 32,139 shares; 2026Q2: 30,009 shares 30,009$10.7M3.48%-2,130Timeline
LCTXLINEAGE CELL THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,963,348 shares; 2025Q1: 6,310,873 shares; 2025Q2: 6,785,177 shares; 2025Q3: not reported; 2025Q4: 6,829,099 shares; 2026Q1: 6,729,599 shares; 2026Q2: 6,598,899 shares 6,598,899$8.64M2.81%-130,700Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,985 shares; 2025Q3: not reported; 2025Q4: 100,940 shares; 2026Q1: 98,940 shares; 2026Q2: 20,581 shares 20,581$7.3M2.37%-78,359Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,517 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: not reported; 2025Q4: 8,080 shares; 2026Q1: 10,580 shares; 2026Q2: 28,672 shares 28,672$6.83M2.22%+18,092Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 637 shares; 2026Q2: 9,470 shares 9,470$3.77M1.22%+8,833Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,608 shares; 2025Q1: 27,870 shares; 2025Q2: 30,737 shares; 2025Q3: not reported; 2025Q4: 35,593 shares; 2026Q1: 29,687 shares; 2026Q2: 36,564 shares 36,564$3.61M1.17%+6,877Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: 4,750 shares; 2026Q1: not reported; 2026Q2: 4,750 shares 4,750$3.26M1.06%newTimeline
ATOMATOMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295,450 shares 295,450$2.57M0.84%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,403 shares; 2025Q1: 4,400 shares; 2025Q2: 6,450 shares; 2025Q3: not reported; 2025Q4: 5,534 shares; 2026Q1: 7,484 shares; 2026Q2: 7,534 shares 7,534$1.51M0.49%+50Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,395 shares; 2025Q1: 2,686 shares; 2025Q2: 2,736 shares; 2025Q3: not reported; 2025Q4: 2,850 shares; 2026Q1: 2,852 shares; 2026Q2: 3,662 shares 3,662$1.37M0.44%+810Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,196 shares; 2025Q1: 4,695 shares; 2025Q2: 4,696 shares; 2025Q3: not reported; 2025Q4: 4,953 shares; 2026Q1: 3,930 shares; 2026Q2: 3,955 shares 3,955$1.14M0.37%+25Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,910 shares; 2026Q1: 3,740 shares; 2026Q2: 2,810 shares 2,810$993K0.32%-930Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500$751K0.24%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 9,200 shares; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200$633K0.21%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,849 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,716 shares 1,716$562K0.18%0Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,000 shares 18,000$527K0.17%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$478K0.16%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,086 shares; 2025Q1: 6,010 shares; 2025Q2: 5,810 shares; 2025Q3: not reported; 2025Q4: 5,810 shares; 2026Q1: 5,810 shares; 2026Q2: 5,810 shares 5,810$418K0.14%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,935 shares; 2025Q1: 16,375 shares; 2025Q2: 16,735 shares; 2025Q3: not reported; 2025Q4: 16,735 shares; 2026Q1: 16,735 shares; 2026Q2: 16,735 shares 16,735$403K0.13%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650$375K0.12%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036$344K0.11%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 6,910 shares; 2025Q3: not reported; 2025Q4: 6,910 shares; 2026Q1: 6,910 shares; 2026Q2: 6,910 shares 6,910$328K0.11%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 2,100 shares 2,100$293K0.1%-7,900Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100$279K0.09%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,016 shares 2,016$237K0.08%newTimeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,257 shares; 2026Q1: 27,257 shares; 2026Q2: 27,257 shares 27,257$226K0.07%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 620 shares 620$213K0.07%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FTVFORTIVE CORP86,480$4.78Mshares
BEBLOOM ENERGY CORP2,000$271Kshares
GILDGILEAD SCIENCES INC1,500$209Kshares
Joby Aviation IncJoby Aviation Inc10,000$82.6Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001766929-26-000003 base2026-07-09acceptance time not in the bulk data set