PACK Private Wealth, LLC
Top Portfolio Positions
23 positions ·
$28,010,044 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GGG |
Graco Inc
Industrials
|
153,713 | $13,011,805 | 46.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
9,566 | $2,588,463 | 9.24% | |
| AAPL |
Apple Inc.
Technology
|
9,629 | $2,443,743 | 8.72% | |
| GTLS |
Chart Industries Inc
Industrials
|
11,215 | $2,318,701 | 8.28% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
6,620 | $1,099,383 | 3.92% | |
| AVGO |
Broadcom Inc.
Technology
|
3,108 | $961,957 | 3.43% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
17,414 | $835,349 | 2.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,865 | $804,963 | 2.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,225 | $587,020 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
1,425 | $527,492 | 1.88% |
Portfolio Trend
18 quarters · across all stocks
Holdings in CBUS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,646 | 15,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,931 | 15,478 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $347,635 | 15,478 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $303,987 | 15,478 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $282,009 | 15,478 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $162,519 | 15,478 | Shares | Sole | 2023-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||