ASPIRIANT, LLC
Top Portfolio Positions
167 positions ·
$363,457,992 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
271,654 | $68,943,068 | 18.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
59,098 | $38,433,793 | 10.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
74,018 | $35,469,425 | 9.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
68,333 | $19,649,837 | 5.41% | |
| MSFT |
Microsoft Corp
Technology
|
42,289 | $15,654,119 | 4.31% | |
| NVDA |
Nvidia Corp
Technology
|
47,584 | $8,298,649 | 2.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,424 | $7,478,723 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,726 | $5,982,764 | 1.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
32,913 | $5,584,019 | 1.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,533 | $5,454,115 | 1.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,520 | 13,912 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $259,737 | 13,912 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $232,052 | 13,912 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $219,253 | 13,912 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $199,358 | 13,912 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $230,104 | 13,912 | Shares | Sole | 2025-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||