William Howard & Co Financial Advisors Inc
Top Portfolio Positions
11 positions ·
$8,403,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
5,490 | $1,803,959 | 21.47% | |
| APH |
Amphenol Corp /De/
Technology
|
13,198 | $1,667,567 | 19.84% | |
| AAPL |
Apple Inc.
Technology
|
6,407 | $1,626,032 | 19.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,662 | $959,273 | 11.41% | |
| CTBI |
Community Trust Bancorp Inc /Ky/
Financial Services
|
15,557 | $944,621 | 11.24% | |
| V |
Visa Inc.
Financial Services
|
1,082 | $327,023 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,478 | $307,823 | 3.66% | |
| NVDA |
Nvidia Corp
Technology
|
1,650 | $287,760 | 3.42% | |
| MCO |
Moodys Corp /De/
Financial Services
|
475 | $207,218 | 2.47% | |
| IBM |
International Business Machines Corp
Technology
|
850 | $206,031 | 2.45% |
Portfolio Trend
9 quarters · across all stocks
Holdings in CTBI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $944,621 | 15,557 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $878,970 | 15,557 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $870,414 | 15,557 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $825,181 | 15,593 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $785,263 | 15,593 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $826,896 | 15,593 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $775,192 | 15,610 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $687,906 | 15,756 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $662,951 | 15,544 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||