Mason & Associates Inc
Top Portfolio Positions
78 positions ·
$129,054,994 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
61,260 | $10,683,744 | 8.28% | |
| AAPL |
Apple Inc.
Technology
|
42,058 | $10,673,899 | 8.27% | |
| BAR |
GraniteShares Gold Trust
|
192,912 | $8,899,030 | 6.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
18,604 | $6,916,037 | 5.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,667 | $6,549,226 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
17,444 | $6,457,245 | 5.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,140 | $5,791,458 | 4.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
28,380 | $5,773,343 | 4.47% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
31,314 | $4,580,611 | 3.55% | |
| ECAT |
BlackRock ESG Capital Allocation Term Trust
Financial Services
|
332,204 | $4,511,330 | 3.50% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,899,030 | 192,912 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,273,650 | 171,185 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,594,820 | 147,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,933,674 | 120,517 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,311,722 | 107,384 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,781,801 | 68,822 | Shares | Sole | 2025-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||