SRS Capital Advisors, Inc.
Top Portfolio Positions
2,634 positions ·
$1,199,145,124 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
311,700 | $84,738,762 | 7.07% |
| QQQ |
Invesco Qqq Trust, Series 1
|
101,875 | $62,582,831 | 5.22% |
| SPY |
Spdr S&P 500 Etf Trust
|
86,355 | $58,887,201 | 4.91% |
| NVDA |
Nvidia Corp
Technology
|
299,895 | $55,930,417 | 4.66% |
| MSFT |
Microsoft Corp
Technology
|
89,538 | $43,302,367 | 3.61% |
| MRK |
Merck & Co., Inc.
Healthcare
|
293,929 | $30,938,966 | 2.58% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
121,464 | $28,036,320 | 2.34% |
| GOOGL |
Alphabet Inc.
Communication Services
|
89,310 | $27,954,030 | 2.33% |
| META |
Meta Platforms, Inc.
Communication Services
|
29,787 | $19,662,100 | 1.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
53,371 | $17,197,203 | 1.43% |
Portfolio Trend
Holdings in CLNN
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,345 | 570 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,356 | 3,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,183 | 1,070 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,180 | 1,682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,214 | 2,112 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,989 | 2,612 | Shares | Sole | 2024-11-06 | |
| No quarters match your search. | ||||||