Investor's Fiduciary Advisor Network, LLC
Top Portfolio Positions
132 positions ·
$154,599,112 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
57,728 | $14,650,789 | 9.48% | |
| MSFT |
Microsoft Corp
Technology
|
34,394 | $12,731,626 | 8.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,758 | $9,672,382 | 6.26% | |
| CAT |
Caterpillar Inc
Industrials
|
9,545 | $6,762,250 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,144 | $5,861,550 | 3.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,735 | $5,144,212 | 3.33% | |
| O |
Realty Income Corp
Real Estate
|
77,514 | $4,742,306 | 3.07% | |
| NVDA |
Nvidia Corp
Technology
|
24,030 | $4,190,832 | 2.71% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
33,042 | $3,974,622 | 2.57% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
16,506 | $3,325,959 | 2.15% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,603 | 14,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $569,748 | 13,409 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $492,610 | 12,943 | Shares | Sole | 2025-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||