Zhang Financial LLC
Top Portfolio Positions
190 positions ·
$548,940,682 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
226,060 | $57,371,767 | 10.45% | |
| IAU |
Ishares Gold Trust
|
463,742 | $40,883,494 | 7.45% | |
| SYK |
Stryker Corp
Healthcare
|
103,799 | $34,107,313 | 6.21% | |
| MSFT |
Microsoft Corp
Technology
|
73,448 | $27,188,246 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
150,723 | $26,286,091 | 4.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
61,597 | $17,712,833 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
80,336 | $16,731,578 | 3.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,437 | $16,542,698 | 3.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
26,957 | $12,917,794 | 2.35% | |
| IBIT |
iShares Bitcoin Trust ETF
|
332,302 | $12,767,042 | 2.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CMPS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,274 | 19,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $131,355 | 19,037 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $109,082 | 19,037 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||