Presper Financial Architects, LLC
Top Portfolio Positions
29 positions ·
$13,668,724 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,822 | $2,492,725 | 18.24% | |
| IBM |
International Business Machines Corp
Technology
|
5,176 | $1,254,610 | 9.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,101 | $865,435 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
2,327 | $861,385 | 6.30% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
48,406 | $757,553 | 5.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
4,129 | $596,392 | 4.36% | |
| T |
At&T Inc.
Communication Services
|
19,512 | $565,652 | 4.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,651 | $485,658 | 3.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,939 | $473,969 | 3.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
891 | $426,967 | 3.12% |
Portfolio Trend
4 quarters · across all stocks
Holdings in HYT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $603,037 | 67,757 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $790,276 | 83,187 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $800,270 | 82,079 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||