Focus Partners Advisor Solutions, LLC
Top Portfolio Positions
786 positions ·
$1,669,155,270 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
561,206 | $142,428,470 | 8.53% | |
| NVDA |
Nvidia Corp
Technology
|
464,334 | $80,979,849 | 4.85% | |
| MSFT |
Microsoft Corp
Technology
|
175,063 | $64,803,070 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
181,324 | $37,764,349 | 2.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
56,868 | $27,251,145 | 1.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
90,412 | $25,998,874 | 1.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
147,724 | $25,062,853 | 1.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
66,475 | $24,712,081 | 1.48% | |
| AVGO |
Broadcom Inc.
Technology
|
78,619 | $24,333,366 | 1.46% | |
| SYK |
Stryker Corp
Healthcare
|
72,029 | $23,668,009 | 1.42% |
Portfolio Trend
18 quarters · across all stocks
Holdings in LDI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,132 | 121,924 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $249,478 | 120,521 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $152,400 | 120,000 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $119,000 | 100,000 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $91,800 | 45,000 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $47,775 | 17,500 | Shares | Other | 2024-11-14 | |
| 2022-06-30 | $16,424 | 11,406 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $42,205 | 10,170 | Shares | Other | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||