Financially Speaking Inc
Top Portfolio Positions
88 positions ·
$4,701,029 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
5,176 | $757,145 | 16.11% | |
| NVDA |
Nvidia Corp
Technology
|
2,515 | $438,616 | 9.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,052 | $348,142 | 7.41% | |
| XEL |
Xcel Energy Inc
Utilities
|
3,808 | $302,507 | 6.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
891 | $217,796 | 4.63% | |
| MDT |
Medtronic plc
Healthcare
|
2,468 | $213,852 | 4.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
205 | $204,268 | 4.35% | |
| RTX |
RTX Corp
Industrials
|
1,027 | $198,108 | 4.21% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
2,850 | $188,071 | 4.00% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
1,848 | $120,120 | 2.56% |
Portfolio Trend
Holdings in MBOT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2 | 1 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3 | 1 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2 | 1 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1 | 1 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||