Walsh & Associates, LLC
Top Portfolio Positions
179 positions ·
$18,309,964 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
13,853 | $2,415,963 | 13.19% | |
| AAPL |
Apple Inc.
Technology
|
9,034 | $2,292,738 | 12.52% | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
79,791 | $1,746,624 | 9.54% | |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
35,472 | $986,121 | 5.39% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
5,993 | $930,652 | 5.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,471 | $790,231 | 4.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,222 | $705,313 | 3.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,886 | $554,785 | 3.03% | |
| MSFT |
Microsoft Corp
Technology
|
1,455 | $538,597 | 2.94% | |
| GGG |
Graco Inc
Industrials
|
5,455 | $461,765 | 2.52% |
Portfolio Trend
2 quarters · across all stocks
Holdings in MPT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162 | 35 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||