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ALM First Financial Advisors, LLC

CIK
1950054
City
DALLAS
State / Country
TX

Top Portfolio Positions

2 positions · $23,121,683 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in BAR

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $10,764,573 233,353
2025-12-31 $9,915,168 233,353
2025-09-30 $8,881,415 233,353
2025-06-30 $7,616,641 233,353
2025-03-31 $7,196,606 233,353
2024-12-31 $6,036,641 233,165
2024-09-30 $5,433,287 209,214
2024-06-30 $4,592,000 200,000
2024-03-31 $4,392,000 200,000
2023-12-31 $4,078,000 200,000
2023-09-30 $3,656,000 200,000
2023-06-30 $3,802,000 200,000
2023-03-31 $3,902,000 200,000
2022-12-31 $3,610,000 200,000