RETIREMITTEN FINANCIAL LLC
Top Portfolio Positions
62 positions ·
$4,664,409 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
1,132 | $736,184 | 15.78% | |
| CAT |
Caterpillar Inc
Industrials
|
829 | $587,313 | 12.59% | |
| CMI |
Cummins Inc
Industrials
|
609 | $327,654 | 7.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
605 | $289,916 | 6.22% | |
| XEL |
Xcel Energy Inc
Utilities
|
3,590 | $285,189 | 6.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
481 | $277,623 | 5.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,149 | $239,302 | 5.13% | |
| NVDA |
Nvidia Corp
Technology
|
1,329 | $231,777 | 4.97% | |
| AAPL |
Apple Inc.
Technology
|
887 | $225,111 | 4.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
652 | $191,792 | 4.11% |
Holdings in BMO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,767 | 50 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||