Mayflower Financial Advisors, LLC
Top Portfolio Positions
251 positions ·
$498,716,488 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 | 32.31% | |
| 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 | 2.41% | |
| 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 ELTX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,900 | 10,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $79,600 | 10,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $109,400 | 10,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $77,200 | 10,000 | Shares | Sole | 2025-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||