Cambridge Investment Research Advisors, Inc.
Top Portfolio Positions
1,937 positions ·
$15,103,837,071 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,385,052 | $1,112,882,347 | 7.37% | |
| NVDA |
Nvidia Corp
Technology
|
5,674,949 | $989,711,105 | 6.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,272,210 | $734,294,167 | 4.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,445,594 | $509,343,862 | 3.37% | |
| MSFT |
Microsoft Corp
Technology
|
1,281,790 | $474,480,204 | 3.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
643,723 | $418,638,815 | 2.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
741,877 | $355,507,458 | 2.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,004,911 | $288,972,207 | 1.91% | |
| GLD |
Spdr Gold Trust
|
584,011 | $251,294,093 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
690,788 | $213,805,793 | 1.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,234,627 | 55,815 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $843,449 | 38,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $738,037 | 33,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $628,757 | 28,528 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $724,975 | 32,481 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $726,758 | 33,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $791,577 | 31,300 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $759,610 | 29,115 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $827,673 | 33,160 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $668,031 | 28,187 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $765,913 | 33,446 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $533,978 | 27,078 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $393,418 | 22,127 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $392,769 | 22,969 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $424,363 | 25,051 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $510,768 | 27,729 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $612,850 | 25,826 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $633,238 | 25,049 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $630,205 | 25,028 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $670,952 | 28,883 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $632,601 | 28,547 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $526,500 | 29,662 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $357,277 | 25,429 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $342,702 | 25,423 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $290,273 | 25,418 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||