Split Rock Private Trading & Wealth Management, LLC
Top Portfolio Positions
18 positions ·
$27,848,685 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
11,636 | $6,716,066 | 24.12% | |
| AAPL |
Apple Inc.
Technology
|
25,695 | $6,521,134 | 23.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,716 | $5,772,411 | 20.73% | |
| NVDA |
Nvidia Corp
Technology
|
8,242 | $1,437,404 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
3,588 | $1,328,169 | 4.77% | |
| PWR |
Quanta Services, Inc.
Industrials
|
1,856 | $1,018,981 | 3.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,032 | $973,734 | 3.50% | |
| GLDI |
Credit Suisse AG
|
5,729 | $951,151 | 3.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,237 | $549,189 | 1.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
3,806 | $473,009 | 1.70% |
Portfolio Trend
2 quarters · across all stocks
Holdings in GLDI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,151 | 5,729 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||