INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
681 positions ·
$2,202,988,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,690,306 | $294,789,366 | 13.38% | |
| AAPL |
Apple Inc.
Technology
|
492,087 | $124,886,759 | 5.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
184,658 | $106,580,904 | 4.84% | |
| AVGO |
Broadcom Inc.
Technology
|
310,121 | $95,985,550 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
383,080 | $79,784,071 | 3.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
106,085 | $68,991,318 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
185,111 | $68,522,538 | 3.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
299,614 | $43,827,535 | 1.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
34,887 | $34,762,453 | 1.58% | |
| GLD |
Spdr Gold Trust
|
80,696 | $34,722,681 | 1.58% |
Portfolio Trend
25 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 | $407,361 | 18,416 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $231,089 | 10,485 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $328,885 | 14,735 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $300,788 | 13,785 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $332,184 | 13,135 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $303,557 | 11,635 | Shares | Sole | 2026-06-12 | |
| No 13F history on record for this holder in this stock. | ||||||