Pacific Center for Financial Services
Top Portfolio Positions
344 positions ·
$106,875,065 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
86,913 | $50,164,445 | 46.94% | |
| AAPL |
Apple Inc.
Technology
|
32,174 | $8,165,439 | 7.64% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
12,353 | $7,618,836 | 7.13% | |
| CVX |
Chevron Corp
Energy
|
16,285 | $3,369,366 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
16,989 | $2,962,881 | 2.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,794 | $2,467,389 | 2.31% | |
| MSFT |
Microsoft Corp
Technology
|
4,804 | $1,778,296 | 1.66% | |
| GLD |
Spdr Gold Trust
|
3,127 | $1,345,516 | 1.26% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,879 | $1,282,482 | 1.20% | |
| V |
Visa Inc.
Financial Services
|
4,154 | $1,255,504 | 1.17% |
Portfolio Trend
Holdings in FDMT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,927 | 207 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,552 | 207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,798 | 207 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $767 | 207 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $668 | 207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,152 | 207 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,237 | 207 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,344 | 207 | Shares | Sole | 2024-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||