Helium Advisors LLC
CIK
2056653
City
VANCOUVER
State / Country
WA
Top Portfolio Positions
36 positions ·
$38,385,169 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
24,137 | $8,934,793 | 23.28% |
| AAPL |
Apple Inc.
Technology
|
15,614 | $3,962,677 | 10.32% |
| GLD |
Spdr Gold Trust
|
7,767 | $3,342,062 | 8.71% |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,043 | $2,910,718 | 7.58% |
| NVDA |
Nvidia Corp
Technology
|
14,370 | $2,506,128 | 6.53% |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
66,721 | $1,539,920 | 4.01% |
| VSAT |
Viasat Inc
Technology
|
29,789 | $1,364,336 | 3.55% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,768 | $1,201,301 | 3.13% |
| ORCL |
Oracle Corp
Technology
|
6,774 | $996,523 | 2.60% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
926 | $922,694 | 2.40% |
Portfolio Trend
Holdings in FCT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,574 | 12,404 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,716 | 12,087 | Shares | Sole | 2026-02-12 | |
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