HCR Wealth Advisors
Top Portfolio Positions
150 positions ·
$537,000,638 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
511,249 | $129,749,883 | 24.16% | |
| NVDA |
Nvidia Corp
Technology
|
304,711 | $53,141,598 | 9.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,867 | $27,279,954 | 5.08% | |
| MSFT |
Microsoft Corp
Technology
|
47,667 | $17,644,893 | 3.29% | |
| AME |
Ametek Inc/
Industrials
|
68,458 | $14,674,656 | 2.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,295 | $11,724,559 | 2.18% | |
| PANW |
Palo Alto Networks Inc
Technology
|
71,857 | $11,520,114 | 2.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,056 | $11,474,639 | 2.14% | |
| V |
Visa Inc.
Financial Services
|
32,979 | $9,967,572 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,980 | $9,113,076 | 1.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AN
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,777,426 | 24,467 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,134,744 | 24,868 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,544,288 | 25,343 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $4,909,038 | 24,712 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,986,146 | 24,618 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,219,165 | 24,842 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,411,630 | 24,657 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,966,011 | 24,884 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,082,374 | 24,655 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,747,291 | 24,952 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,387,272 | 22,373 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,277,896 | 38,138 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,120,056 | 38,107 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,235,023 | 39,469 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,364,823 | 42,847 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,694,842 | 50,956 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,620,593 | 56,443 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,996,861 | 59,879 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,716,783 | 63,377 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,113,348 | 64,480 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,126,604 | 65,722 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,928,220 | 70,615 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,547,792 | 67,028 | Shares | Sole | 2020-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||