Aptus Capital Advisors, LLC
Top Portfolio Positions
620 positions ·
$5,528,410,933 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
3,836,709 | $368,899,570 | 6.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
537,184 | $349,352,241 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
1,669,283 | $291,122,955 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
1,120,769 | $284,439,963 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
536,754 | $198,690,227 | 3.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
271,016 | $156,425,013 | 2.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
706,950 | $147,236,476 | 2.66% | |
| AVGO |
Broadcom Inc.
Technology
|
288,491 | $89,290,848 | 1.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
297,342 | $87,466,122 | 1.58% | |
| XOM |
Exxon Mobil Corp
Energy
|
493,998 | $83,811,700 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KRP
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,821,592 | 194,996 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,269,926 | 193,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,592,521 | 192,181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,328,821 | 166,821 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,128,014 | 152,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,523,171 | 278,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,661,794 | 227,582 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,219,549 | 196,794 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,446,634 | 157,644 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,121,147 | 140,940 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,280,096 | 142,506 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $4,036,774 | 241,723 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,958,017 | 174,206 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,573,495 | 164,126 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,820,573 | 173,467 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,866,260 | 136,923 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,835,077 | 129,871 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $809,550 | 63,000 | Shares | Sole | 2021-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||