Forvis Mazars Wealth Advisors, LLC
Top Portfolio Positions
245 positions ·
$763,549,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
197,127 | $50,028,861 | 6.55% | |
| NVDA |
Nvidia Corp
Technology
|
257,118 | $44,841,379 | 5.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
42,462 | $39,055,273 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
73,486 | $27,202,312 | 3.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,179 | $24,494,073 | 3.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
32,432 | $21,091,826 | 2.76% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
126,797 | $20,038,997 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,637 | $19,307,779 | 2.53% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
192,929 | $17,809,275 | 2.33% | |
| PWR |
Quanta Services, Inc.
Industrials
|
25,781 | $14,154,284 | 1.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FCAP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,553 | 5,532 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $327,494 | 5,532 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,365 | 5,532 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $228,416 | 5,532 | Shares | Sole | 2025-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||