Mayflower Financial Advisors, LLC
Top Portfolio Positions
250 positions ·
$489,560,893 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 | 32.92% | |
| AAPL |
Apple Inc.
Technology
|
87,377 | $22,175,408 | 4.53% | |
| MSFT |
Microsoft Corp
Technology
|
44,152 | $16,343,745 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
70,208 | $12,244,275 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,315 | $12,168,101 | 2.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,504 | $12,033,891 | 2.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,908 | $7,895,099 | 1.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
98,330 | $6,488,796 | 1.33% | |
| AVGO |
Broadcom Inc.
Technology
|
20,178 | $6,245,292 | 1.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
23,517 | $5,748,495 | 1.17% |
Portfolio Trend
Holdings in MATV
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,264,640 | 375,246 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,559,238 | 375,246 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,244,032 | 375,246 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,576,739 | 377,821 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,230,963 | 358,100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,707,090 | 340,100 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,778,299 | 340,100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,771,488 | 340,300 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,376,875 | 340,100 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,785,906 | 312,600 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,300,930 | 301,608 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,560,192 | 301,600 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,466,764 | 301,200 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $6,295,080 | 301,200 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,546,496 | 251,200 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,295,744 | 131,200 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $610,500 | 22,200 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $615,940 | 20,600 | Shares | Sole | 2022-01-21 | |
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