CDKV HOLDINGS LLC
Top Portfolio Positions
153 positions ·
$17,921,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,469 | $2,403,137 | 13.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
7,812 | $970,875 | 5.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,474 | $958,601 | 5.35% | |
| NVDA |
Nvidia Corp
Technology
|
5,200 | $906,880 | 5.06% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
4,144 | $685,168 | 3.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,388 | $665,129 | 3.71% | |
| KO |
Coca Cola Co
Consumer Defensive
|
7,087 | $538,966 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
1,446 | $535,265 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,552 | $531,505 | 2.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
3,486 | $503,517 | 2.81% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,760 | 412 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $53,473 | 412 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||