HALBERT HARGROVE GLOBAL ADVISORS, LLC
Top Portfolio Positions
152 positions ·
$50,901,642 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
53,000 | $6,692,840 | 13.15% | |
| AAPL |
Apple Inc.
Technology
|
19,191 | $4,870,483 | 9.57% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
9,050 | $4,171,959 | 8.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,535 | $3,892,124 | 7.65% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
15,604 | $3,277,308 | 6.44% | |
| MSFT |
Microsoft Corp
Technology
|
8,670 | $3,209,373 | 6.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,446 | $3,169,527 | 6.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,811 | $2,897,849 | 5.69% | |
| BALL |
BALL Corp
Consumer Cyclical
|
48,809 | $2,885,099 | 5.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,534 | $1,462,574 | 2.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MDRR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $61,500 | 5,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $67,760 | 5,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $52,190 | 5,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $62,655 | 5,000 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $66,510 | 5,000 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||