FINANCIAL MANAGEMENT NETWORK INC
Top Portfolio Positions
82 positions ·
$122,122,716 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,077 | $16,515,891 | 13.52% |
| NVDA |
Nvidia Corp
Technology
|
60,879 | $10,617,297 | 8.69% |
| MSFT |
Microsoft Corp
Technology
|
17,599 | $6,514,621 | 5.33% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,998 | $6,247,683 | 5.12% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,988 | $5,943,539 | 4.87% |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,461 | $5,883,765 | 4.82% |
| IAU |
Ishares Gold Trust
|
64,780 | $5,711,004 | 4.68% |
| V |
Visa Inc.
Financial Services
|
17,368 | $5,249,304 | 4.30% |
| ARCC |
Ares Capital Corp
Financial Services
|
212,493 | $3,829,123 | 3.14% |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,257 | $3,034,235 | 2.48% |
Portfolio Trend
Holdings in MOBX
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $13,937 | 52,200 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $39,933 | 52,200 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $46,614 | 52,200 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $88,740 | 52,200 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $55,332 | 52,200 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $85,608 | 52,200 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $234,687 | 58,380 | Shares | Sole | 2024-01-22 | |
| No quarters match your search. | ||||||