Forty-three Eighteen Advisors, LLC
Top Portfolio Positions
43 positions ·
$92,741,439 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
116,317 | $14,455,876 | 15.59% | |
| AAPL |
Apple Inc.
Technology
|
31,318 | $7,948,195 | 8.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,207 | $6,638,020 | 7.16% | |
| CAT |
Caterpillar Inc
Industrials
|
9,273 | $6,569,549 | 7.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,861 | $5,548,151 | 5.98% | |
| XOM |
Exxon Mobil Corp
Energy
|
22,469 | $3,812,090 | 4.11% | |
| AMAT |
Applied Materials Inc /De
Technology
|
9,820 | $3,356,377 | 3.62% | |
| MSFT |
Microsoft Corp
Technology
|
8,854 | $3,277,485 | 3.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,555 | $3,068,944 | 3.31% | |
| CVX |
Chevron Corp
Energy
|
12,747 | $2,637,354 | 2.84% |
Portfolio Trend
2 quarters · across all stocks
Holdings in DBO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,680 | 11,270 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $137,494 | 11,270 | Shares | Sole | 2026-03-17 | |
| No 13F history on record for this holder in this stock. | ||||||