CogentBlue Wealth Advisors, LLC
Top Portfolio Positions
46 positions ·
$28,571,692 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
20,719 | $3,613,393 | 12.65% | |
| AAPL |
Apple Inc.
Technology
|
13,203 | $3,350,789 | 11.73% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
8,299 | $2,804,647 | 9.82% | |
| CAMT |
Camtek Ltd
Technology
|
14,837 | $2,249,437 | 7.87% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
13,355 | $2,132,793 | 7.46% | |
| MSFT |
Microsoft Corp
Technology
|
4,140 | $1,532,503 | 5.36% | |
| ASML |
Asml Holding NV
Technology
|
595 | $785,893 | 2.75% | |
| ETN |
Eaton Corp plc
Industrials
|
2,110 | $754,683 | 2.64% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
1,982 | $684,087 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
2,109 | $652,756 | 2.28% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CAMT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,249,437 | 14,837 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,577,914 | 14,837 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,558,626 | 14,837 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,437,520 | 17,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $996,710 | 17,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,373,090 | 17,000 | Shares | Sole | 2025-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||