CRA Financial Services, LLC
Top Portfolio Positions
122 positions ·
$306,855,130 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
200,502 | $50,885,402 | 16.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
136,170 | $28,360,125 | 9.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
43,016 | $24,827,974 | 8.09% | |
| NVDA |
Nvidia Corp
Technology
|
132,431 | $23,095,966 | 7.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
68,185 | $19,607,278 | 6.39% | |
| MSFT |
Microsoft Corp
Technology
|
42,382 | $15,688,544 | 5.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,679 | $14,098,720 | 4.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,226 | $8,711,251 | 2.84% | |
| AVGO |
Broadcom Inc.
Technology
|
24,772 | $7,667,181 | 2.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
35,390 | $6,004,267 | 1.96% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CABA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,350 | 15,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $32,850 | 15,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $35,100 | 15,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $16,720 | 11,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $15,235 | 11,000 | Shares | Sole | 2025-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||