Retirement Solution LLC
PensionTop Portfolio Positions
31 positions ·
$29,399,656 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
23,919 | $8,854,096 | 30.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,517 | $4,915,842 | 16.72% | |
| AAPL |
Apple Inc.
Technology
|
9,574 | $2,429,785 | 8.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,601 | $1,595,284 | 5.43% | |
| MU |
Micron Technology Inc
Technology
|
4,176 | $1,410,819 | 4.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,744 | $1,196,302 | 4.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,523 | $990,467 | 3.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,093 | $778,072 | 2.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,564 | $737,303 | 2.51% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
6,440 | $576,959 | 1.96% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CPSH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,100 | 15,000 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||