Avise Financial Cooperative, Inc.
CIK
2013342
City
LOS ANGELES
State / Country
CA
Top Portfolio Positions
50 positions ·
$28,572,517 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,659 | $3,974,097 | 13.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,841 | $1,361,407 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
3,495 | $1,293,744 | 4.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,687 | $1,184,431 | 4.15% | |
| FGDL |
Franklin Templeton Holdings Trust
|
16,514 | $1,026,675 | 3.59% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
9,830 | $923,823 | 3.23% | |
| VZ |
Verizon Communications Inc
Communication Services
|
17,402 | $873,580 | 3.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,394 | $797,549 | 2.79% | |
| CBL |
Cbl & Associates Properties Inc
Real Estate
|
20,549 | $789,698 | 2.76% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
2,450 | $785,347 | 2.75% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,032 | 19,649 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $279,545 | 12,250 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||