Kapstone Financial Advisors LLC
Top Portfolio Positions
108 positions ·
$107,723,670 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,195 | $16,038,259 | 14.89% |
| PLTR |
Palantir Technologies Inc.
Technology
|
40,689 | $5,951,986 | 5.53% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,478 | $4,850,518 | 4.50% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
32,170 | $4,646,634 | 4.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,012 | $4,316,850 | 4.01% |
| MSFT |
Microsoft Corp
Technology
|
11,298 | $4,182,180 | 3.88% |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,158 | $4,131,454 | 3.84% |
| NVDA |
Nvidia Corp
Technology
|
20,294 | $3,539,273 | 3.29% |
| ABBV |
AbbVie Inc.
Healthcare
|
13,622 | $2,962,648 | 2.75% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,150 | $2,691,564 | 2.50% |
Portfolio Trend
Holdings in AOD
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $184,660 | 20,050 | Shares | Sole | 2026-04-22 | |
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