Formidable Asset Management, LLC
CIK
1592613
City
CINCINNATI
State / Country
OH
Top Portfolio Positions
292 positions ·
$483,935,034 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
180,502 | $45,809,602 | 9.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
255,617 | $36,921,319 | 7.63% | |
| NVDA |
Nvidia Corp
Technology
|
142,610 | $24,871,184 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
46,716 | $17,292,861 | 3.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,890 | $16,528,835 | 3.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,961 | $11,001,368 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,873 | $8,096,079 | 1.67% | |
| 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 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,791,138 | 113,692 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,335,770 | 132,477 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,398,158 | 138,984 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,587,068 | 148,841 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,463,530 | 148,841 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,704,012 | 154,013 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $3,884,132 | 157,316 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,421,792 | 189,858 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,610,378 | 195,355 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,523,825 | 203,318 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,411,899 | 208,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,809,236 | 211,395 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,935,717 | 218,298 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,141,400 | 225,500 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,909,584 | 225,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,488,930 | 229,951 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $6,664,443 | 229,967 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $201,827 | 6,775 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $6,617,097 | 241,060 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,543,488 | 489,996 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,125,632 | 271,246 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,450,868 | 272,764 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $5,260,620 | 273,421 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,598,595 | 273,238 | Shares | Sole | 2020-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||