Mayflower Financial Advisors, LLC
Top Portfolio Positions
251 positions ·
$498,202,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
1,122,126 | $161,159,736 | 32.35% | |
| AAPL |
Apple Inc.
Technology
|
87,377 | $22,175,408 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
44,152 | $16,343,745 | 3.28% | |
| NVDA |
Nvidia Corp
Technology
|
70,208 | $12,244,275 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,315 | $12,168,101 | 2.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,504 | $12,033,891 | 2.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,106 | $9,155,595 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,908 | $7,895,099 | 1.58% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
98,330 | $6,488,796 | 1.30% | |
| AVGO |
Broadcom Inc.
Technology
|
20,178 | $6,245,292 | 1.25% |
Portfolio Trend
22 quarters · across all stocks
Holdings in EGHT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,833 | 389,659 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $766,572 | 389,123 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $808,703 | 381,464 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $747,669 | 381,464 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $765,442 | 382,721 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,021,865 | 382,721 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $780,750 | 382,721 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $849,640 | 382,721 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,027,946 | 380,721 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,439,125 | 380,721 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $959,416 | 380,721 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,618,909 | 382,721 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,591,776 | 381,721 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,672,898 | 387,245 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,335,453 | 387,088 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,993,503 | 387,088 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,936,387 | 392,088 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,811,565 | 406,418 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,462,845 | 404,568 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $11,355,727 | 409,068 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,367,485 | 412,068 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $14,272,923 | 414,068 | Shares | Sole | 2021-04-12 | |
| No 13F history on record for this holder in this stock. | ||||||