HOLLENCREST CAPITAL MANAGEMENT

CIK
1161722
City
NEWPORT BEACH
State / Country
CA

Top Portfolio Positions

788 positions · $1,589,170,164 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
1,043,297 $264,778,345 16.66%
SPY
Spdr S&P 500 Etf Trust
266,748 $173,476,894 10.92%
QQQ
Invesco Qqq Trust, Series 1
183,946 $106,169,952 6.68%
GOOGL
Alphabet Inc.
Communication Services
318,204 $91,502,742 5.76%
COST
Costco Wholesale Corp /New
Consumer Defensive
70,561 $70,309,097 4.42%
MSFT
Microsoft Corp
Technology
148,450 $54,951,736 3.46%
GLD
Spdr Gold Trust
98,695 $42,467,471 2.67%
PPLT
abrdn Platinum ETF Trust
231,738 $41,302,663 2.60%
UNH
Unitedhealth Group Inc
Healthcare
135,849 $36,759,380 2.31%
UPS
United Parcel Service Inc
Industrials
368,672 $36,269,951 2.28%

Portfolio Trend

25 quarters · across all stocks

Holdings in AGQ

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $610,098 5,105
2025-12-31 $938,320 6,049
2025-09-30 $450,730 5,912
2025-06-30 $249,892 5,262
2025-03-31 $242,893 5,262
2024-12-31 $169,730 5,041
2024-09-30 $203,858 5,041
2024-06-30 $172,320 4,646
2024-03-31 $152,781 5,316
2023-12-31 $152,586 5,616
2023-09-30 $120,982 4,916
2023-06-30 $132,486 4,916
2023-03-31 $169,141 5,416
2022-12-31 $169,600 5,300
2022-06-30 $244,332 9,985
2022-03-31 $365,457 9,485
2021-12-31 $242,658 6,985
2021-09-30 $356,208 11,135
2021-06-30 $513,546 11,135
2021-03-31 $437,715 10,650
2020-12-31 $1,440,198 28,085
2020-09-30 $227,019 5,435