Kapstone Financial Advisors LLC
Top Portfolio Positions
108 positions ·
$107,723,670 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,195 | $16,038,259 | 14.89% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
40,689 | $5,951,986 | 5.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,478 | $4,850,518 | 4.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
32,170 | $4,646,634 | 4.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,012 | $4,316,850 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
11,298 | $4,182,180 | 3.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,158 | $4,131,454 | 3.84% | |
| NVDA |
Nvidia Corp
Technology
|
20,294 | $3,539,273 | 3.29% | |
| ABBV |
AbbVie Inc.
Healthcare
|
13,622 | $2,962,648 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,150 | $2,691,564 | 2.50% |
Portfolio Trend
Holdings in HQL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,500 | 11,217 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $241,732 | 14,406 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $216,969 | 13,989 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $179,263 | 13,994 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $172,507 | 13,594 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $172,173 | 13,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $178,290 | 11,823 | Shares | Sole | 2024-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||