Formidable Asset Management, LLC
Top Portfolio Positions
291 positions ·
$478,892,892 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
180,502 | $45,809,602 | 9.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
255,617 | $36,921,319 | 7.71% | |
| NVDA |
Nvidia Corp
Technology
|
142,610 | $24,871,184 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
46,716 | $17,292,861 | 3.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,890 | $16,528,835 | 3.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,961 | $11,001,368 | 2.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,873 | $8,096,079 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,899 | $7,912,609 | 1.65% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
60,442 | $7,583,053 | 1.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,578 | $7,355,209 | 1.54% |
Portfolio Trend
Holdings in DIAX
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,931 | 37,371 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $570,281 | 37,371 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $615,001 | 41,303 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $608,331 | 42,422 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $614,694 | 42,422 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $687,202 | 45,631 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $677,427 | 45,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $834,757 | 59,583 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $870,935 | 59,409 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $964,054 | 68,861 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $943,395 | 68,861 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $971,628 | 68,861 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,010,879 | 68,861 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,073,602 | 69,220 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $933,777 | 69,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,252,409 | 81,964 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,366,155 | 82,249 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $1,437,367 | 85,813 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,486,271 | 87,325 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,499,761 | 92,293 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,422,264 | 93,570 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $1,105,009 | 81,191 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $967,144 | 77,248 | Shares | Sole | 2020-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||