Breakwater Capital Group

CIK
1964309
City
PARAMUS
State / Country
NJ

Top Portfolio Positions

173 positions · $189,456,964 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
88,115 $22,362,705 11.80%
MSFT
Microsoft Corp
Technology
28,705 $10,625,729 5.61%
AMZN
Amazon Com Inc
Consumer Cyclical
30,088 $6,266,427 3.31%
NVDA
Nvidia Corp
Technology
30,770 $5,366,288 2.83%
TT
Trane Technologies plc
Industrials
12,642 $5,268,427 2.78%
ORCL
Oracle Corp
Technology
32,011 $4,709,138 2.49%
XOM
Exxon Mobil Corp
Energy
27,348 $4,639,861 2.45%
MDY
Spdr S&P Midcap 400 Etf Trust
7,432 $4,583,760 2.42%
JPM
Jpmorgan Chase & Co
Financial Services
13,952 $4,104,120 2.17%
SPY
Spdr S&P 500 Etf Trust
6,187 $4,023,653 2.12%

Portfolio Trend

14 quarters · across all stocks

Holdings in MUJ

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2026-03-31 $2,617,319 226,216
2025-12-31 $2,539,364 213,392
2025-09-30 $2,253,072 194,398
2025-06-30 $1,572,430 143,601
2025-03-31 $1,393,256 123,845
2024-12-31 $1,003,805 90,678
2024-09-30 $650,192 53,602
2024-06-30 $572,404 50,255
2024-03-31 $767,045 65,954
2023-12-31 $268,043 23,492
2023-09-30 $236,221 23,342