Kapstone Financial Advisors LLC
Top Portfolio Positions
109 positions ·
$110,726,816 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,195 | $16,038,259 | 14.48% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
40,689 | $5,951,986 | 5.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,478 | $4,850,518 | 4.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
32,170 | $4,646,634 | 4.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,012 | $4,316,850 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
11,298 | $4,182,180 | 3.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,158 | $4,131,454 | 3.73% | |
| NVDA |
Nvidia Corp
Technology
|
20,294 | $3,539,273 | 3.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,267 | $3,003,146 | 2.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
13,622 | $2,962,648 | 2.68% |
Portfolio Trend
14 quarters · across all stocks
Holdings in AGD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,312 | 28,640 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $295,289 | 25,325 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $263,070 | 19,750 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $199,272 | 18,050 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $130,974 | 13,150 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $128,870 | 13,150 | Shares | Sole | 2025-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||