Michels Family Financial, LLC
Top Portfolio Positions
80 positions ·
$68,532,507 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
13,279 | $8,635,864 | 12.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,277 | $5,136,795 | 7.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,367 | $3,674,905 | 5.36% | |
| CVX |
Chevron Corp
Energy
|
11,165 | $2,310,038 | 3.37% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
11,604 | $1,637,440 | 2.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,830 | $1,619,127 | 2.36% | |
| C |
Citigroup Inc
Financial Services
|
13,235 | $1,500,981 | 2.19% | |
| AAPL |
Apple Inc.
Technology
|
5,730 | $1,454,216 | 2.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,974 | $1,430,323 | 2.09% | |
| NVDA |
Nvidia Corp
Technology
|
7,124 | $1,242,425 | 1.81% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ASC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,679 | 28,438 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $329,804 | 31,143 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $377,157 | 31,774 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,011 | 26,772 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $274,952 | 28,085 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,992 | 28,806 | Shares | Sole | 2025-02-20 | |
| No 13F history on record for this holder in this stock. | ||||||