Partners in Financial Planning
Top Portfolio Positions
49 positions ·
$32,998,807 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
9,376 | $2,690,912 | 8.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,623 | $2,141,618 | 6.49% | |
| CVX |
Chevron Corp
Energy
|
7,633 | $1,579,267 | 4.79% | |
| AAPL |
Apple Inc.
Technology
|
6,146 | $1,559,793 | 4.73% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
6,632 | $1,193,760 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,707 | $1,188,596 | 3.60% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
5,033 | $1,173,997 | 3.56% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,066 | $1,139,785 | 3.45% | |
| TPL |
Texas Pacific Land Corp
Energy
|
2,142 | $1,016,507 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
2,623 | $970,955 | 2.94% |
Portfolio Trend
20 quarters · across all stocks
Holdings in NKSH
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $780,302 | 21,431 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $718,581 | 21,431 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $630,928 | 21,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,499 | 16,011 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $388,265 | 14,580 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $418,591 | 14,580 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $435,942 | 14,580 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $405,874 | 14,352 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $497,207 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $481,432 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $372,645 | 14,882 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $434,405 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $427,289 | 13,582 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $529,219 | 13,132 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $436,314 | 12,924 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $405,813 | 12,924 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $472,588 | 12,704 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $455,311 | 12,704 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $428,131 | 11,791 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $412,802 | 11,791 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||