KPP Advisory Services LLC
Top Portfolio Positions
183 positions ·
$266,546,648 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
35,066 | $20,239,393 | 7.59% | |
| AAPL |
Apple Inc.
Technology
|
69,412 | $17,616,071 | 6.61% | |
| MSFT |
Microsoft Corp
Technology
|
34,289 | $12,692,759 | 4.76% | |
| NVDA |
Nvidia Corp
Technology
|
68,086 | $11,874,198 | 4.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
30,565 | $11,362,538 | 4.26% | |
| GLDM |
World Gold Trust
|
115,033 | $10,662,408 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,130 | $10,232,305 | 3.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,296 | $6,123,877 | 2.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,285 | $5,672,875 | 2.13% | |
| XOM |
Exxon Mobil Corp
Energy
|
28,404 | $4,819,022 | 1.81% |
Portfolio Trend
Holdings in HQL
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,095 | 24,591 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $389,916 | 23,237 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $360,405 | 23,237 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $301,739 | 23,555 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,581 | 21,874 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $282,237 | 21,512 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $331,262 | 21,967 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $332,555 | 23,469 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $326,193 | 23,932 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $274,689 | 22,028 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||