Parkshore Wealth Management, Inc.
Top Portfolio Positions
26 positions ·
$36,985,898 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,373 | $9,738,683 | 26.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,616 | $3,877,154 | 10.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,559 | $3,181,808 | 8.60% | |
| AXP |
American Express Co
Financial Services
|
9,580 | $2,897,758 | 7.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
4,390 | $2,653,272 | 7.17% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
4,614 | $2,002,337 | 5.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,268 | $1,483,109 | 4.01% | |
| CDZI |
Cadiz Inc
Utilities
|
263,830 | $1,295,405 | 3.50% | |
| NVDA |
Nvidia Corp
Technology
|
6,613 | $1,153,307 | 3.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,268 | $1,086,825 | 2.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CDZI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,295,405 | 263,830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,434,016 | 255,618 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,206,516 | 255,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,297 | 255,618 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $748,960 | 255,618 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $1,286,708 | 247,444 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||