Cladis Investment Advisory, LLC
Top Portfolio Positions
131 positions ·
$158,781,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,525 | $13,584,109 | 8.56% | |
| NVDA |
Nvidia Corp
Technology
|
48,019 | $8,374,513 | 5.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,262 | $4,428,236 | 2.79% | |
| GE |
General Electric Co
Industrials
|
15,327 | $4,349,342 | 2.74% | |
| MSFT |
Microsoft Corp
Technology
|
11,373 | $4,209,943 | 2.65% | |
| GEV |
GE Vernova Inc.
Industrials
|
4,820 | $4,207,378 | 2.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,142 | $3,809,687 | 2.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,297 | $3,613,249 | 2.28% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
10,300 | $3,480,885 | 2.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,761 | $3,325,133 | 2.09% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NFGC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,400 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,700 | 10,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||