Belpointe Asset Management LLC
Top Portfolio Positions
531 positions ·
$1,199,975,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
162,559 | $105,718,620 | 8.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
144,664 | $83,497,167 | 6.96% | |
| AAPL |
Apple Inc.
Technology
|
258,568 | $65,621,972 | 5.47% | |
| NVDA |
Nvidia Corp
Technology
|
371,643 | $64,814,539 | 5.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
176,274 | $36,712,585 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
97,568 | $36,116,746 | 3.01% | |
| BMI |
Badger Meter Inc
Technology
|
178,960 | $27,264,556 | 2.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
80,147 | $23,047,071 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
34,858 | $19,943,307 | 1.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
48,741 | $18,119,466 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,518 | 15,801 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $522,341 | 23,582 | Shares | Sole | 2026-01-27 | |
| 2023-03-31 | $27,274 | 1,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,806 | 1,977 | Shares | Sole | 2023-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||