Formidable Asset Management, LLC
Top Portfolio Positions
291 positions ·
$478,892,892 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
180,502 | $45,809,602 | 9.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
255,617 | $36,921,319 | 7.71% | |
| NVDA |
Nvidia Corp
Technology
|
142,610 | $24,871,184 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
46,716 | $17,292,861 | 3.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,890 | $16,528,835 | 3.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,961 | $11,001,368 | 2.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,873 | $8,096,079 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,899 | $7,912,609 | 1.65% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
60,442 | $7,583,053 | 1.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,578 | $7,355,209 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,796,425 | 268,926 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,760,049 | 315,421 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,152,179 | 344,964 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $757,583 | 364,223 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $779,437 | 364,223 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||