Mountain Capital Investment Advisors Inc.
Top Portfolio Positions
47 positions ·
$34,073,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,432 | $6,480,346 | 19.02% | |
| AAPL |
Apple Inc.
Technology
|
23,426 | $5,945,284 | 17.45% | |
| NVDA |
Nvidia Corp
Technology
|
11,942 | $2,082,684 | 6.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,234 | $1,549,732 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
3,995 | $1,478,829 | 4.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,898 | $1,436,646 | 4.22% | |
| V |
Visa Inc.
Financial Services
|
4,611 | $1,393,628 | 4.09% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
64,653 | $1,001,474 | 2.94% | |
| IBIT |
iShares Bitcoin Trust ETF
|
23,016 | $884,274 | 2.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,327 | $765,917 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HSLV
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,528 | 13,015 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||