SP
| |
Stock PortfolioMutual Fund | |
| Stock Portfolio | |
| Last update 2026-06-02 | 50 Stocks (7 new) |
| Value $704.00 Mil | Turnover 12 % |
Stock Portfolio Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 357,203 | 62,296.2 | -10.16% | 8.850 | -0.95% | 0.000 | +9.68% | +5.08% | 4,741,018.5 | Semiconductors | |
GOOG | Alphabet Inc | 153,356 | 43,991.7 | -9.87% | 6.250 | -0.66% | 0.000 | +18.23% | +9.19% | 4,185,787.0 | Interactive Media | |
AAPL | Apple Inc | 171,848 | 43,613.3 | -15.08% | 6.190 | -1.04% | 0.000 | +9.02% | +1.40% | 4,041,226.0 | Hardware | |
MSFT | Microsoft Corp | 109,265 | 40,446.6 | -15.21% | 5.740 | -1.19% | 0.000 | -4.70% | -26.72% | 2,620,974.6 | Software | |
AMZN | Amazon.com Inc | 158,955 | 33,105.6 | -10.70% | 4.700 | -0.55% | 0.000 | +7.23% | -1.65% | 2,441,971.4 | Retail - Cyclical | |
AVGO | Broadcom Inc | 86,442 | 26,754.7 | -9.11% | 3.800 | -0.38% | 0.000 | +19.04% | +9.88% | 1,802,694.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 75,829 | 22,305.9 | New Holding | 3.170 | +3.17% | 0.000 | +14.02% | +5.01% | 897,957.9 | Banks | |
META | Meta Platforms Inc | 37,860 | 21,660.8 | -9.33% | 3.080 | -0.32% | 0.000 | -8.66% | -17.61% | 1,378,033.9 | Interactive Media | |
COP | ConocoPhillips | 153,883 | 20,312.6 | +37.25% | 2.880 | +0.78% | 0.010 | -16.85% | +15.41% | 129,638.7 | Oil & Gas | |
KO | Coca-Cola Co | 257,531 | 19,585.2 | +4.77% | 2.780 | +0.13% | 0.010 | +7.56% | +16.57% | 346,005.6 | Beverages - Non-Alcoholic |
Stock Portfolio's Historical Top Holdings Breakdowns
Stock Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 2026-03-31 | New Buy New Buy | +3.17% | 282.84 ($303.48) 334.61 | $335.12 | 10.43% | New holding | 75,829 | 75,829 | |
JNJ | Johnson & Johnson | 2026-03-31 | New Buy New Buy | +1.94% | 204.31 ($232.92) 248.56 | $244.88 | 5.13% | New holding | 55,861 | 55,861 | |
LIN | Linde PLC | 2026-03-31 | New Buy New Buy | +1.73% | 429.11 ($471.81) 509.34 | $522.28 | 10.70% | New holding | 24,546 | 24,546 | |
SPGI | S&P Global Inc | 2026-03-31 | Sold Out Sold Out | -1.59% | 390.76 ($464.26) 546.35 | $395.14 | -14.89% | Sold Out | 0 | -24,120 | |
TRU | TransUnion | 2026-03-31 | Sold Out Sold Out | -1.39% | 65.76 ($76.54) 87.71 | $67.00 | -12.46% | Sold Out | 0 | -128,685 | |
TMO | Thermo Fisher Scientific Inc | 2026-03-31 | Sold Out Sold Out | -1.35% | 464.37 ($542.7) 639.45 | $505.75 | -6.81% | Sold Out | 0 | -18,558 | |
LHX | L3Harris Technologies Inc | 2026-03-31 | New Buy New Buy | +1.23% | 304.48 ($349.48) 378.48 | $288.52 | -17.44% | New holding | 25,165 | 25,165 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -1.19% | 356.77 ($418.44) 483.47 | $352.83 | -15.68% | Reduce -15.21% | 109,265 | -19,597 | |
MSI | Motorola Solutions Inc | 2026-03-31 | New Buy New Buy | +1.19% | 377.49 ($432.93) 486.11 | $397.01 | -8.30% | New holding | 19,277 | 19,277 | |
FICO | Fair Isaac Corp | 2026-03-31 | Sold Out Sold Out | -1.15% | 995 ($1371.63) 1665.53 | $1,143.48 | -16.63% | Sold Out | 0 | -5,426 |
Stock Portfolio Total Holding History ($B)
Stock Portfolio's Asset Allocation
Stock Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stock Portfolio's Hypothetical Growth since 2026-03-31
Stock Portfolio's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Stock Portfolio's Holdings Heat Map
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Stock Portfolio's Holdings Bubble Chart
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