Almanack Investment Partners, LLC.
Top Portfolio Positions
90 positions ·
$162,745,299 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VZ |
Verizon Communications Inc
Communication Services
|
935,764 | $46,975,352 | 28.86% | |
| SGOL |
abrdn Gold ETF Trust
|
997,108 | $44,490,958 | 27.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,082 | $4,605,707 | 2.83% | |
| AAPL |
Apple Inc.
Technology
|
16,710 | $4,240,830 | 2.61% | |
| NVDA |
Nvidia Corp
Technology
|
23,885 | $4,165,544 | 2.56% | |
| URBN |
Urban Outfitters Inc
Consumer Cyclical
|
64,674 | $4,097,097 | 2.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,884 | $3,393,804 | 2.09% | |
| GLD |
Spdr Gold Trust
|
7,129 | $3,067,537 | 1.88% | |
| MSFT |
Microsoft Corp
Technology
|
8,113 | $3,003,189 | 1.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,029 | $2,719,480 | 1.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $675,573 | 14,645 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $622,266 | 14,645 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $659,389 | 17,325 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $565,488 | 17,325 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $564,680 | 18,310 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $528,026 | 20,395 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $529,658 | 20,395 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $467,121 | 20,345 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $446,776 | 20,345 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $397,503 | 19,495 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $312,131 | 17,075 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $316,991 | 16,675 | Shares | Sole | 2023-10-04 | |
| 2023-03-31 | $331,474 | 16,990 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $302,157 | 16,740 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $275,707 | 16,740 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $299,813 | 16,740 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $291,878 | 15,202 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $275,916 | 15,202 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $260,762 | 14,952 | Shares | Sole | 2021-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||