Mayflower Financial Advisors, LLC
Top Portfolio Positions
251 positions ·
$498,716,488 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
1,122,126 | $161,159,736 | 32.31% | |
| AAPL |
Apple Inc.
Technology
|
87,377 | $22,175,408 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
44,152 | $16,343,745 | 3.28% | |
| NVDA |
Nvidia Corp
Technology
|
70,208 | $12,244,275 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,315 | $12,168,101 | 2.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,504 | $12,033,891 | 2.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,106 | $9,155,595 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,908 | $7,895,099 | 1.58% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
98,330 | $6,488,796 | 1.30% | |
| AVGO |
Broadcom Inc.
Technology
|
20,178 | $6,245,292 | 1.25% |
Portfolio Trend
22 quarters · across all stocks
Holdings in KVYO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,412,146 | 226,729 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,360,949 | 226,700 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,456,061 | 233,155 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,829,344 | 233,155 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,055,041 | 431,429 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,792,131 | 431,429 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $24,233,460 | 684,948 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,059,420 | 243,448 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,203,055 | 243,448 | Shares | Sole | 2024-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||