Formidable Asset Management, LLC

CIK

1592613

City

CINCINNATI

State / Country

Stock

Top Portfolio Positions

292 positions · $482,158,571 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	180,502	$45,809,602	9.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	255,617	$36,921,319	7.66%
NVDA	Nvidia Corp Technology	142,610	$24,871,184	5.16%
MSFT	Microsoft Corp Technology	46,716	$17,292,861	3.59%
META	Meta Platforms, Inc. Communication Services	28,890	$16,528,835	3.43%
LLY	ELI LILLY & Co Healthcare	11,961	$11,001,368	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	38,873	$8,096,079	1.68%
JPM	Jpmorgan Chase & Co Financial Services	26,899	$7,912,609	1.64%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	60,442	$7,583,053	1.57%
GOOGL	Alphabet Inc. Communication Services	25,578	$7,355,209	1.53%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$231,791	28,371	+0.5%	Shares	Sole	2026-04-22
2025-12-31	$249,076	28,240	-3.6%	Shares	Sole	2026-01-16
2025-09-30	$263,424	29,302	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$263,064	29,100	0.0%	Shares	Sole	2025-07-16
2025-03-31	$246,186	29,100	+0.7%	Shares	Sole	2025-05-05
2024-12-31	$269,170	28,912	+0.6%	Shares	Sole	2025-02-19
2024-09-30	$264,621	28,732	-5.9%	Shares	Sole	2024-11-12
2024-06-30	$268,202	30,547	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$253,547	30,365	-7.0%	Shares	Sole	2024-05-15
2023-12-31	$255,858	32,635	-4.3%	Shares	Sole	2024-02-07
2023-09-30	$262,026	34,118	-1.8%	Shares	Sole	2023-11-09
2023-06-30	$285,694	34,756	-11.1%	Shares	Sole	2023-08-15
2023-03-31	$310,765	39,090	-2.1%	Shares	Sole	2023-05-09
2022-12-31	$299,452	39,927	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$329,236	39,811	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$331,496	39,558	+0.4%	Shares	Sole	2022-08-18
2022-03-31	$389,153	39,388	+0.8%	Shares	Sole	2022-05-04
2021-09-30	$417,893	39,092	-2.3%	Shares	Sole	2021-11-10
2021-06-30	$460,880	40,007	-22.4%	Shares	Sole	2021-08-16
2021-03-31	$556,010	51,578	+0.3%	Shares	Sole	2021-05-12
2020-12-31	$533,484	51,445	+0.5%	Shares	Sole	2021-01-29
2020-06-30	$489,194	51,171	+0.3%	Shares	Sole	2020-08-13
2020-03-31	$424,569	51,030	—	Shares	Sole	2020-06-01
No 13F history on record for this holder in this stock.