Integrity Financial Corp /WA
Top Portfolio Positions
71 positions ·
$99,991,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
38,476 | $25,022,481 | 25.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,196 | $14,542,627 | 14.54% | |
| AAPL |
Apple Inc.
Technology
|
32,511 | $8,250,966 | 8.25% | |
| MSFT |
Microsoft Corp
Technology
|
14,390 | $5,326,746 | 5.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,743 | $4,925,120 | 4.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,106 | $3,146,126 | 3.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,897 | $3,133,541 | 3.13% | |
| NVDA |
Nvidia Corp
Technology
|
17,755 | $3,096,472 | 3.10% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
35,778 | $2,333,083 | 2.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,196 | $1,559,863 | 1.56% |
Portfolio Trend
Holdings in FWRD
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,891 | 33,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $831,675 | 33,267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $852,965 | 33,267 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||