Topsail Wealth Management, LLC
Top Portfolio Positions
85 positions ·
$120,308,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CINF |
Cincinnati Financial Corp
Financial Services
|
297,642 | $46,833,968 | 38.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,510 | $8,135,753 | 6.76% | |
| AAPL |
Apple Inc.
Technology
|
26,090 | $6,621,381 | 5.50% | |
| MSFT |
Microsoft Corp
Technology
|
17,178 | $6,358,780 | 5.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,022 | $3,169,486 | 2.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,211 | $2,543,184 | 2.11% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,551 | $2,190,114 | 1.82% | |
| V |
Visa Inc.
Financial Services
|
7,202 | $2,176,732 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
12,451 | $2,171,454 | 1.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,993 | $2,057,060 | 1.71% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CINF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,833,968 | 297,642 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $48,610,891 | 297,642 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $50,118,016 | 317,002 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $47,207,937 | 317,002 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $48,158,788 | 326,014 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $46,849,936 | 326,026 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||