DHJJ Financial Advisors, Ltd.
Top Portfolio Positions
361 positions ·
$64,636,162 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
55,355 | $31,949,798 | 49.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,154 | $4,652,532 | 7.20% | |
| AAPL |
Apple Inc.
Technology
|
15,269 | $3,875,119 | 6.00% | |
| CAT |
Caterpillar Inc
Industrials
|
4,558 | $3,229,160 | 5.00% | |
| UPS |
United Parcel Service Inc
Industrials
|
16,785 | $1,651,308 | 2.55% | |
| NVDA |
Nvidia Corp
Technology
|
9,073 | $1,582,331 | 2.45% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,478 | $1,080,927 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
3,452 | $1,068,428 | 1.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,515 | $732,069 | 1.13% | |
| MSFT |
Microsoft Corp
Technology
|
1,816 | $672,228 | 1.04% |
Portfolio Trend
Holdings in BCIC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,038 | 404 | Shares | Sole | 2026-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||