MARINO, STRAM & ASSOCIATES LLC
CIK
1099762
City
BRAINTREE
State / Country
MA
Top Portfolio Positions
104 positions ·
$155,257,094 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,139 | $11,709,616 | 7.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,550 | $8,398,268 | 5.41% | |
| MSFT |
Microsoft Corp
Technology
|
20,023 | $7,411,913 | 4.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,059 | $5,778,672 | 3.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,314 | $5,375,854 | 3.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,288 | $4,225,381 | 2.72% | |
| LMT |
Lockheed Martin Corp
Industrials
|
6,641 | $4,013,753 | 2.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
22,024 | $3,736,591 | 2.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
14,678 | $3,587,890 | 2.31% | |
| BLK |
BlackRock, Inc.
Financial Services
|
3,691 | $3,549,671 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,745 | 86,571 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $702,090 | 86,571 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $709,882 | 86,571 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $694,299 | 86,571 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $689,105 | 86,571 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $622,205 | 79,161 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $638,829 | 79,161 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $591,332 | 79,161 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $569,167 | 79,161 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $535,128 | 79,161 | Shares | Sole | 2024-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||