HTG Investment Advisors, Inc.
Top Portfolio Positions
35 positions ·
$38,808,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CBRE |
Cbre Group, Inc.
Real Estate
|
110,795 | $15,008,290 | 38.67% | |
| AAPL |
Apple Inc.
Technology
|
22,884 | $5,807,730 | 14.97% | |
| CRAI |
Cra International, Inc.
Industrials
|
13,609 | $2,203,024 | 5.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,930 | $1,175,743 | 3.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,777 | $1,155,654 | 2.98% | |
| GE |
General Electric Co
Industrials
|
3,786 | $1,074,353 | 2.77% | |
| CVX |
Chevron Corp
Energy
|
4,831 | $999,533 | 2.58% | |
| NVDA |
Nvidia Corp
Technology
|
5,547 | $967,396 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,321 | $913,005 | 2.35% | |
| GEV |
GE Vernova Inc.
Industrials
|
970 | $846,713 | 2.18% |
Portfolio Trend
14 quarters · across all stocks
Holdings in CRAI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,203,024 | 13,609 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,731,326 | 13,609 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,837,884 | 13,609 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,365,358 | 12,624 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,186,476 | 12,624 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,363,212 | 12,624 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,213,239 | 12,624 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,947,291 | 11,307 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,691,301 | 11,307 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,191,933 | 12,058 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,214,964 | 12,058 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,070,592 | 10,496 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,131,678 | 10,496 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,285,025 | 10,496 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||