Motley Fool Asset Management LLC
Top Portfolio Positions
232 positions ·
$2,148,521,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
966,682 | $168,589,340 | 7.85% | |
| AAPL |
Apple Inc.
Technology
|
576,526 | $146,316,533 | 6.81% | |
| MSFT |
Microsoft Corp
Technology
|
303,071 | $112,187,792 | 5.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
525,471 | $109,439,845 | 5.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
134,101 | $76,723,205 | 3.57% | |
| AVGO |
Broadcom Inc.
Technology
|
233,110 | $72,149,876 | 3.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
213,168 | $62,705,498 | 2.92% | |
| MA |
Mastercard Inc
Financial Services
|
106,535 | $53,231,278 | 2.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
51,076 | $50,893,658 | 2.37% | |
| V |
Visa Inc.
Financial Services
|
166,169 | $50,222,918 | 2.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALRM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,390,436 | 55,347 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,170,103 | 120,935 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,367,663 | 138,803 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,340,228 | 147,432 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,514,450 | 153,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,238,902 | 168,403 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,384,956 | 153,374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,723,208 | 153,025 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,927,112 | 164,580 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,845,045 | 167,828 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $10,086,265 | 164,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,619,190 | 166,780 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,633,377 | 171,706 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,951,327 | 180,908 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,476,664 | 192,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,300,489 | 198,844 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,156,578 | 213,009 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,164,764 | 237,764 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $19,050,446 | 243,643 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,773,723 | 233,456 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,429,691 | 213,356 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $20,861,313 | 201,656 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,876,319 | 214,956 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,703,815 | 211,446 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,060,439 | 207,156 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||