STEINBERGANNA WEALTH MANAGEMENT
Top Portfolio Positions
79 positions ·
$108,129,801 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
38,285 | $22,097,336 | 20.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
33,316 | $21,666,727 | 20.04% | |
| AAPL |
Apple Inc.
Technology
|
48,380 | $12,278,360 | 11.36% | |
| NVDA |
Nvidia Corp
Technology
|
21,051 | $3,671,294 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
9,105 | $3,370,397 | 3.12% | |
| PANW |
Palo Alto Networks Inc
Technology
|
17,738 | $2,843,756 | 2.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,714 | $2,505,797 | 2.32% | |
| URI |
United Rentals, Inc.
Industrials
|
3,402 | $2,478,561 | 2.29% | |
| BTU |
Peabody Energy Corp
Energy
|
61,744 | $2,034,464 | 1.88% | |
| FTNT |
Fortinet, Inc.
Technology
|
21,805 | $1,781,904 | 1.65% |
Portfolio Trend
3 quarters · across all stocks
Holdings in MBI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,151 | 16,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $115,097 | 16,075 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $125,160 | 16,800 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||