SCRATCH CAPITAL LLC
Top Portfolio Positions
22 positions ·
$11,580,940 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
8,367 | $1,459,204 | 12.60% | |
| INTU |
Intuit Inc.
Technology
|
2,982 | $1,289,357 | 11.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,900 | $1,235,646 | 10.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
7,681 | $954,594 | 8.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
11,690 | $930,640 | 8.04% | |
| MU |
Micron Technology Inc
Technology
|
2,712 | $916,222 | 7.91% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
9,803 | $760,614 | 6.57% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
11,861 | $600,878 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
2,237 | $567,728 | 4.90% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
24,482 | $564,065 | 4.87% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NAK
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,407 | 32,434 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,894 | 32,434 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $63,816 | 53,180 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $71,261 | 53,180 | Shares | Sole | 2025-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||