AMERICAN FINANCIAL & TAX STRATEGIES INC
Top Portfolio Positions
15 positions ·
$12,719,391 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
11,558 | $1,960,930 | 15.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
19,140 | $1,485,072 | 11.68% | |
| BAR |
GraniteShares Gold Trust
|
31,231 | $1,440,686 | 11.33% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
7,647 | $1,264,354 | 9.94% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
16,447 | $1,085,337 | 8.53% | |
| AAPL |
Apple Inc.
Technology
|
4,150 | $1,053,228 | 8.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,517 | $940,755 | 7.40% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
2,688 | $731,942 | 5.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,620 | $602,235 | 4.73% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
8,579 | $494,493 | 3.89% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,440,686 | 31,231 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,388,488 | 32,678 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,356,115 | 35,631 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,172,135 | 35,911 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,143,269 | 37,071 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $990,396 | 38,254 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $995,533 | 38,334 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $871,883 | 37,974 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $832,854 | 37,926 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $764,482 | 37,493 | Shares | Sole | 2024-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||