Base Wealth Management LLC
Top Portfolio Positions
22 positions ·
$27,961,129 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HCI |
HCI Group, Inc.
Financial Services
|
65,327 | $10,100,207 | 36.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,801 | $6,811,301 | 24.36% | |
| AAPL |
Apple Inc.
Technology
|
7,274 | $1,846,068 | 6.60% | |
| CAT |
Caterpillar Inc
Industrials
|
1,724 | $1,221,385 | 4.37% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
5,161 | $801,451 | 2.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,749 | $780,804 | 2.79% | |
| AIT |
Applied Industrial Technologies Inc
Industrials
|
2,617 | $694,342 | 2.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
8,726 | $663,612 | 2.37% | |
| NVDA |
Nvidia Corp
Technology
|
3,619 | $631,153 | 2.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,600 | $610,776 | 2.18% |
Portfolio Trend
5 quarters · across all stocks
Holdings in HCI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,100,207 | 65,327 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,522,532 | 65,327 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,538,211 | 65,327 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,942,769 | 65,327 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $9,748,748 | 65,327 | Shares | Sole | 2025-09-19 | |
| No 13F history on record for this holder in this stock. | ||||||