Naviter Wealth, LLC
Top Portfolio Positions
231 positions ·
$625,419,570 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
91,070 | $30,777,106 | 4.92% | |
| NVDA |
Nvidia Corp
Technology
|
153,991 | $26,856,030 | 4.29% | |
| AAPL |
Apple Inc.
Technology
|
102,986 | $26,136,816 | 4.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,820 | $24,061,181 | 3.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
76,600 | $22,027,096 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
46,867 | $17,348,757 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,626 | $13,876,197 | 2.22% | |
| ARCC |
Ares Capital Corp
Financial Services
|
708,827 | $12,773,062 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
35,334 | $10,936,226 | 1.75% | |
| ASML |
Asml Holding NV
Technology
|
7,852 | $10,371,157 | 1.66% |
Portfolio Trend
18 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,755,488 | 124,570 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,198,276 | 99,245 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,246,268 | 102,757 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,206,314 | 100,105 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,824,726 | 81,753 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,822,646 | 83,531 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||