LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,181,667 | $6,621,545,316 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,810,256 | $3,501,072,017 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,894,179 | $2,557,610,113 | 2.26% | |
| AVGO |
Broadcom Inc.
Technology
|
6,655,594 | $2,059,972,898 | 1.82% | |
| GLD |
Spdr Gold Trust
|
4,735,901 | $2,037,810,841 | 1.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,112,517 | $1,780,764,351 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CMI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,919,266 | 351,138 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $192,867,917 | 377,839 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $176,376,643 | 417,588 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,528,615 | 358,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $110,261,923 | 351,780 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $116,663,173 | 334,662 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $102,641,430 | 317,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $82,720,652 | 298,706 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $85,290,862 | 289,465 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $65,310,615 | 272,616 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $56,866,663 | 248,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $56,651,572 | 231,080 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $54,101,064 | 226,478 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $50,145,065 | 206,963 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,807,728 | 190,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,577,098 | 168,331 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,340,951 | 167,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,211,999 | 133,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,641,729 | 127,546 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,862,227 | 118,380 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,108,371 | 93,043 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,516,816 | 94,746 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,339,034 | 86,849 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $15,699,435 | 90,612 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,211,938 | 82,855 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||