MinichMacGregor Wealth Management, LLC
Top Portfolio Positions
78 positions ·
$211,566,640 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
81,912 | $35,245,914 | 16.66% | |
| NVDA |
Nvidia Corp
Technology
|
91,166 | $15,899,350 | 7.52% | |
| IAU |
Ishares Gold Trust
|
149,400 | $13,171,104 | 6.23% | |
| KLAC |
Kla Corp
Technology
|
7,446 | $10,963,564 | 5.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,994 | $10,925,554 | 5.16% | |
| HEI |
Heico Corp
Industrials
|
36,613 | $10,039,284 | 4.75% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
140,442 | $9,902,565 | 4.68% | |
| MSFT |
Microsoft Corp
Technology
|
25,513 | $9,444,147 | 4.46% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
21,236 | $6,945,658 | 3.28% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
43,244 | $6,906,066 | 3.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FCEL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,384 | 10,013 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $73,195 | 10,013 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,101 | 10,013 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $56,172 | 10,013 | Shares | Sole | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||