Mountain Capital Investment Advisors Inc.
Top Portfolio Positions
47 positions ·
$33,926,284 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,432 | $6,480,346 | 19.10% | |
| AAPL |
Apple Inc.
Technology
|
23,426 | $5,945,284 | 17.52% | |
| NVDA |
Nvidia Corp
Technology
|
11,942 | $2,082,684 | 6.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,234 | $1,549,732 | 4.57% | |
| MSFT |
Microsoft Corp
Technology
|
3,995 | $1,478,829 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,898 | $1,436,646 | 4.23% | |
| V |
Visa Inc.
Financial Services
|
4,611 | $1,393,628 | 4.11% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
64,653 | $1,001,474 | 2.95% | |
| IBIT |
iShares Bitcoin Trust ETF
|
23,016 | $884,274 | 2.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,327 | $765,917 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ASM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,466 | 11,308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $70,222 | 11,308 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,256 | 14,906 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||