PINKERTON WEALTH, LLC
Top Portfolio Positions
97 positions ·
$507,320,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
191,349 | $82,335,561 | 16.23% |
| SPY |
Spdr S&P 500 Etf Trust
|
70,198 | $45,652,567 | 9.00% |
| QQQ |
Invesco Qqq Trust, Series 1
|
48,628 | $28,067,109 | 5.53% |
| RTX |
RTX Corp
Industrials
|
60,939 | $11,755,133 | 2.32% |
| AVGO |
Broadcom Inc.
Technology
|
30,063 | $9,304,799 | 1.83% |
| XOM |
Exxon Mobil Corp
Energy
|
48,963 | $8,307,062 | 1.64% |
| MSFT |
Microsoft Corp
Technology
|
21,736 | $8,046,015 | 1.59% |
| PSX |
Phillips 66
Energy
|
42,791 | $7,795,664 | 1.54% |
| MRK |
Merck & Co., Inc.
Healthcare
|
60,273 | $7,250,239 | 1.43% |
| WMT |
Walmart Inc.
Consumer Defensive
|
58,296 | $7,245,026 | 1.43% |
Holdings in BPRE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,262,109 | 256,599 | Shares | Sole | 2026-04-09 | |
| No quarters match your search. | ||||||