SFM, LLC
Top Portfolio Positions
35 positions ·
$65,588,271 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
216,857 | $10,127,221 | 15.44% | |
| MSFT |
Microsoft Corp
Technology
|
20,542 | $7,604,032 | 11.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,166 | $7,115,752 | 10.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,368 | $4,994,342 | 7.61% | |
| NVDA |
Nvidia Corp
Technology
|
26,257 | $4,579,220 | 6.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,549 | $2,659,080 | 4.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,609 | $2,636,947 | 4.02% | |
| AAPL |
Apple Inc.
Technology
|
9,372 | $2,378,519 | 3.63% | |
| MA |
Mastercard Inc
Financial Services
|
4,748 | $2,372,385 | 3.62% | |
| V |
Visa Inc.
Financial Services
|
7,221 | $2,182,475 | 3.33% |
Portfolio Trend
10 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,127,221 | 216,857 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,667,548 | 224,879 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,719,903 | 226,491 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,196,537 | 218,143 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,924,988 | 125,922 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,114,606 | 42,591 | Shares | Sole | 2025-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||