SIGNATUREFD, LLC
Top Portfolio Positions
2,775 positions ·
$2,085,713,178 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.15% | |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.57% | |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 3.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
73,151 | $35,053,959 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CLMB
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,156 | 462 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,854 | 150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,090 | 151 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,009 | 150 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,738 | 135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,953 | 251 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,246 | 251 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,894 | 248 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,597 | 203 | Shares | Sole | 2024-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||