RETIREMENT GUYS FORMULA LLC
PensionTop Portfolio Positions
98 positions ·
$122,654,085 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
8,938 | $5,158,834 | 4.21% | |
| AAPL |
Apple Inc.
Technology
|
18,206 | $4,620,500 | 3.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,755 | $3,851,152 | 3.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,682 | $3,695,231 | 3.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
26,483 | $3,291,307 | 2.68% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
19,543 | $3,034,832 | 2.47% | |
| COR |
Cencora, Inc.
Healthcare
|
9,516 | $2,989,356 | 2.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,230 | $2,970,857 | 2.42% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
21,123 | $2,943,912 | 2.40% | |
| NFLX |
Netflix Inc
Communication Services
|
29,593 | $2,845,366 | 2.32% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EZBC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,117,816 | 28,523 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,120,638 | 22,147 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,172,314 | 17,706 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,218,001 | 19,513 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,156,794 | 24,221 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,419,975 | 26,223 | Shares | Sole | 2025-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||