Nicholas Hoffman & Company, LLC.
Top Portfolio Positions
217 positions ·
$1,033,748,043 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
795,618 | $381,260,145 | 36.88% | |
| INTU |
Intuit Inc.
Technology
|
170,973 | $73,925,305 | 7.15% | |
| MSFT |
Microsoft Corp
Technology
|
157,559 | $58,323,615 | 5.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
98,228 | $56,695,237 | 5.48% | |
| AVGO |
Broadcom Inc.
Technology
|
178,397 | $55,215,655 | 5.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
82,092 | $53,387,711 | 5.16% | |
| AAPL |
Apple Inc.
Technology
|
111,360 | $28,262,054 | 2.73% | |
| KO |
Coca Cola Co
Consumer Defensive
|
189,031 | $14,375,807 | 1.39% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
708,066 | $11,081,232 | 1.07% | |
| ACN |
Accenture plc
Technology
|
51,351 | $10,182,389 | 0.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLDG
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,900 | 10,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,500 | 10,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,300 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,200 | 10,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,500 | 10,000 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $8,100 | 10,000 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $9,400 | 10,000 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $8,900 | 10,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,800 | 10,000 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $9,700 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,900 | 10,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,000 | 10,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,100 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,300 | 10,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,300 | 10,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,600 | 10,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,000 | 10,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,000 | 10,000 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,700 | 10,000 | Shares | Sole | 2021-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||