HCR Wealth Advisors
Top Portfolio Positions
150 positions ·
$537,000,638 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
511,249 | $129,749,883 | 24.16% | |
| NVDA |
Nvidia Corp
Technology
|
304,711 | $53,141,598 | 9.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,867 | $27,279,954 | 5.08% | |
| MSFT |
Microsoft Corp
Technology
|
47,667 | $17,644,893 | 3.29% | |
| AME |
Ametek Inc/
Industrials
|
68,458 | $14,674,656 | 2.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,295 | $11,724,559 | 2.18% | |
| PANW |
Palo Alto Networks Inc
Technology
|
71,857 | $11,520,114 | 2.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,056 | $11,474,639 | 2.14% | |
| V |
Visa Inc.
Financial Services
|
32,979 | $9,967,572 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,980 | $9,113,076 | 1.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CDZI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,580 | 138,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $456,855 | 81,436 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $353,405 | 74,874 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $146,510 | 49,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,792,427 | 611,750 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,745,600 | 528,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,381,440 | 455,921 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,133,062 | 366,687 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $237,570 | 81,921 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $199,245 | 71,159 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $235,536 | 71,159 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $224,668 | 55,337 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $387,638 | 95,950 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $239,875 | 95,950 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||