Royal Harbor Partners, LLC
Top Portfolio Positions
21 positions ·
$35,023,325 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLDM |
World Gold Trust
|
64,131 | $5,944,302 | 16.97% |
| MSFT |
Microsoft Corp
Technology
|
14,631 | $5,415,957 | 15.46% |
| AAPL |
Apple Inc.
Technology
|
18,368 | $4,661,614 | 13.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,077 | $4,047,982 | 11.56% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,346 | $3,631,699 | 10.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,191 | $3,372,099 | 9.63% |
| NVDA |
Nvidia Corp
Technology
|
10,236 | $1,785,158 | 5.10% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,944 | $1,225,755 | 3.50% |
| XOM |
Exxon Mobil Corp
Energy
|
5,286 | $896,822 | 2.56% |
| ORCL |
Oracle Corp
Technology
|
3,394 | $499,291 | 1.43% |
Portfolio Trend
Holdings in NMAX
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,626 | 13,530 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $104,586 | 13,530 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $167,772 | 13,530 | Shares | Sole | 2025-10-22 | |
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