Certified Advisory Corp
Top Portfolio Positions
120 positions ·
$227,777,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
61,687 | $35,604,502 | 15.63% | |
| AAPL |
Apple Inc.
Technology
|
72,987 | $18,523,370 | 8.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
21,170 | $10,144,664 | 4.45% | |
| MA |
Mastercard Inc
Financial Services
|
18,702 | $9,344,641 | 4.10% | |
| NVDA |
Nvidia Corp
Technology
|
48,959 | $8,538,449 | 3.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,041 | $8,481,083 | 3.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,901 | $6,876,363 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,303 | $6,311,205 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
15,719 | $5,818,702 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,784 | $5,689,087 | 2.50% |
Portfolio Trend
23 quarters · across all stocks
Holdings in AVIR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,810 | 24,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $87,465 | 24,500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $71,050 | 24,500 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||