RHODES INVESTMENT ADVISORS INC /ADV
Top Portfolio Positions
70 positions ·
$66,506,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
7,674 | $4,390,525 | 6.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,639 | $3,423,728 | 5.15% | |
| AAPL |
Apple Inc.
Technology
|
11,982 | $3,040,911 | 4.57% | |
| GE |
General Electric Co
Industrials
|
10,164 | $2,884,238 | 4.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,226 | $2,752,903 | 4.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,697 | $2,644,404 | 3.98% | |
| NVDA |
Nvidia Corp
Technology
|
14,288 | $2,491,827 | 3.75% | |
| MSFT |
Microsoft Corp
Technology
|
6,242 | $2,310,601 | 3.47% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
55,931 | $2,263,527 | 3.40% | |
| KRP |
Kimbell Royalty Partners, LP
Energy
|
149,555 | $2,164,060 | 3.25% |
Portfolio Trend
Holdings in CIF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,500 | 25,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $42,500 | 25,000 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||