Gladstone Institutional Advisory LLC
Top Portfolio Positions
347 positions ·
$1,015,853,828 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
415,918 | $72,536,099 | 7.14% | |
| AAPL |
Apple Inc.
Technology
|
276,839 | $70,258,969 | 6.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
73,991 | $48,119,306 | 4.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
203,333 | $42,348,163 | 4.17% | |
| MSFT |
Microsoft Corp
Technology
|
100,842 | $37,328,683 | 3.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
92,388 | $26,567,093 | 2.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,788 | $22,191,778 | 2.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
72,496 | $21,325,423 | 2.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
119,177 | $20,219,569 | 1.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
32,422 | $18,713,329 | 1.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRDF
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,060 | 13,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,530 | 13,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,780 | 13,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $40,950 | 13,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,820 | 13,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,420 | 13,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $40,050 | 15,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $33,300 | 15,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $80,100 | 15,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,200 | 15,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,850 | 15,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,580 | 14,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,100 | 14,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,600 | 14,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,560 | 14,000 | Shares | Sole | 2023-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||