Manske Wealth Management
Top Portfolio Positions
168 positions ·
$183,490,416 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
96,289 | $24,437,185 | 13.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,356 | $10,695,914 | 5.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
36,883 | $6,257,569 | 3.41% | |
| MSFT |
Microsoft Corp
Technology
|
15,800 | $5,848,686 | 3.19% | |
| VZ |
Verizon Communications Inc
Communication Services
|
85,079 | $4,270,965 | 2.33% | |
| NVDA |
Nvidia Corp
Technology
|
23,835 | $4,156,824 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,828 | $3,940,985 | 2.15% | |
| T |
At&T Inc.
Communication Services
|
135,289 | $3,922,028 | 2.14% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
64,773 | $3,787,277 | 2.06% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
45,647 | $3,677,322 | 2.00% |
Portfolio Trend
Holdings in CCLD
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,230 | 22,803 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $66,584 | 22,803 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $73,197 | 22,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,815 | 22,803 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $32,797 | 23,595 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||