Walsh & Associates, LLC
Top Portfolio Positions
178 positions ·
$18,181,539 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
13,853 | $2,415,963 | 13.29% |
| AAPL |
Apple Inc.
Technology
|
9,034 | $2,292,738 | 12.61% |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
79,791 | $1,746,624 | 9.61% |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
35,472 | $986,121 | 5.42% |
| PEP |
Pepsico Inc
Consumer Defensive
|
5,993 | $930,652 | 5.12% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,471 | $790,231 | 4.35% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,222 | $705,313 | 3.88% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,886 | $554,785 | 3.05% |
| MSFT |
Microsoft Corp
Technology
|
1,455 | $538,597 | 2.96% |
| GGG |
Graco Inc
Industrials
|
5,455 | $461,765 | 2.54% |
Portfolio Trend
Holdings in FSS
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,082 | 907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $131,068 | 1,207 | Shares | Sole | 2026-05-14 | |
| No quarters match your search. | ||||||