Bleakley Financial Group, LLC

CIK
0001936953
City
FAIRFIELD
State / Country
NJ

Top Portfolio Positions

434 positions · $2,726,628,911 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
CEF
Sprott Physical Gold & Silver Trust
4,851,346 $222,191,646 8.15%
AAPL
Apple Inc.
686,110 $186,525,864 6.84%
NVDA
Nvidia Corp
Technology
711,707 $132,733,355 4.87%
MSFT
Microsoft Corp
Technology
263,402 $127,386,475 4.67%
SPY
Spdr S&P 500 Etf Trust
174,352 $118,894,115 4.36%
AMZN
Amazon Com Inc
362,515 $83,675,712 3.07%
PHYS
Sprott Physical Gold Trust
2,281,247 $75,326,775 2.76%
AVGO
Broadcom Inc.
Technology
181,934 $62,967,357 2.31%
SLV
iShares Silver Trust
969,836 $62,476,835 2.29%
GOOGL
Alphabet Inc.
185,018 $57,910,634 2.12%

Portfolio Trend

13 quarters · across all stocks

Holdings in ARCO

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2025-12-31 $1,496,295 203,855
2025-09-30 $1,406,686 208,398
2025-06-30 $1,704,011 215,971
2025-03-31 $1,675,343 207,859
2024-12-31 $1,417,466 194,707
2024-09-30 $1,558,752 178,756