Scarborough Advisors, LLC
Top Portfolio Positions
514 positions ·
$83,993,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
31,271 | $13,455,598 | 16.02% | |
| MSFT |
Microsoft Corp
Technology
|
22,435 | $8,304,763 | 9.89% | |
| NVDA |
Nvidia Corp
Technology
|
23,629 | $4,120,897 | 4.91% | |
| LMT |
Lockheed Martin Corp
Industrials
|
6,621 | $4,001,666 | 4.76% | |
| AAPL |
Apple Inc.
Technology
|
15,489 | $3,930,953 | 4.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,127 | $3,273,118 | 3.90% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
120,571 | $2,736,961 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,221 | $2,545,267 | 3.03% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
17,491 | $2,526,400 | 3.01% | |
| IAU |
Ishares Gold Trust
|
27,947 | $2,463,807 | 2.93% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BIPH
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,959 | 165 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,732 | 165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,624 | 171 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,728 | 171 | Shares | Sole | 2025-08-05 | |
| 2024-06-30 | $7,710 | 281 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,330 | 331 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,423 | 331 | Shares | Sole | 2024-02-29 | |
| No 13F history on record for this holder in this stock. | ||||||