BOKF, NA
Top Portfolio Positions
787 positions ·
$3,820,764,221 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,821,309 | $309,003,284 | 8.09% | |
| AAPL |
Apple Inc.
Technology
|
773,249 | $196,242,863 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
918,744 | $160,228,953 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
350,758 | $129,840,088 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
424,636 | $88,438,939 | 2.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
131,903 | $85,781,796 | 2.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
133,798 | $77,225,529 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
227,144 | $70,303,339 | 1.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
243,441 | $70,003,893 | 1.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
224,107 | $65,923,314 | 1.73% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ALTI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,294,280 | 357,536 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,797,215 | 387,331 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,121,382 | 595,894 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,472,960 | 595,894 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,811,517 | 595,894 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,627,892 | 595,894 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||