HALBERT HARGROVE GLOBAL ADVISORS, LLC
Top Portfolio Positions
151 positions ·
$50,737,489 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
53,000 | $6,692,840 | 13.19% | |
| AAPL |
Apple Inc.
Technology
|
19,191 | $4,870,483 | 9.60% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
9,050 | $4,171,959 | 8.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,535 | $3,892,124 | 7.67% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
15,604 | $3,277,308 | 6.46% | |
| MSFT |
Microsoft Corp
Technology
|
8,670 | $3,209,373 | 6.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,446 | $3,169,527 | 6.25% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,811 | $2,897,849 | 5.71% | |
| BALL |
BALL Corp
Consumer Cyclical
|
48,809 | $2,885,099 | 5.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,534 | $1,462,574 | 2.88% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,102 | 3,802 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,870 | 3,802 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,022 | 3,802 | Shares | Sole | 2025-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||