RHODES INVESTMENT ADVISORS INC /ADV
CIK
1005186
City
FORT WORTH
State / Country
TX
Top Portfolio Positions
71 positions ·
$72,489,886 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,486 | $5,983,291 | 8.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,674 | $4,390,525 | 6.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,639 | $3,423,728 | 4.72% | |
| AAPL |
Apple Inc.
Technology
|
11,982 | $3,040,911 | 4.19% | |
| GE |
General Electric Co
Industrials
|
10,164 | $2,884,238 | 3.98% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,226 | $2,752,903 | 3.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,697 | $2,644,404 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
14,288 | $2,491,827 | 3.44% | |
| MSFT |
Microsoft Corp
Technology
|
6,242 | $2,310,601 | 3.19% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
55,931 | $2,263,527 | 3.12% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NML
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $374,681 | 35,650 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $303,025 | 35,650 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||