Warwick Investment Management, Inc.
Top Portfolio Positions
80 positions ·
$96,977,452 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
42,464 | $24,509,371 | 25.27% |
| SPY |
Spdr S&P 500 Etf Trust
|
15,033 | $9,776,561 | 10.08% |
| PHYS |
Sprott Physical Gold Trust
|
209,390 | $7,420,781 | 7.65% |
| AAPL |
Apple Inc.
Technology
|
27,861 | $7,070,843 | 7.29% |
| NVDA |
Nvidia Corp
Technology
|
25,050 | $4,368,720 | 4.50% |
| XOM |
Exxon Mobil Corp
Energy
|
18,133 | $3,076,444 | 3.17% |
| MSFT |
Microsoft Corp
Technology
|
8,267 | $3,060,195 | 3.16% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,433 | $2,589,420 | 2.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,385 | $2,123,630 | 2.19% |
| AVGO |
Broadcom Inc.
Technology
|
5,131 | $1,588,095 | 1.64% |
Portfolio Trend
Holdings in FFIN
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,435,599 | 48,747 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,679,829 | 56,238 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,890,692 | 56,187 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,018,549 | 56,102 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $577,306 | 16,072 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $577,376 | 16,016 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $592,752 | 16,016 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $471,446 | 15,965 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $522,269 | 15,918 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $480,770 | 15,867 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $398,579 | 15,867 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $450,569 | 15,815 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $503,031 | 15,769 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $541,077 | 15,729 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $677,436 | 16,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,163,698 | 55,098 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,429,644 | 55,069 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,798,386 | 55,043 | Shares | Sole | 2022-08-04 | |
| No quarters match your search. | ||||||