Englebert Financial Advisers, LLC
Top Portfolio Positions
29 positions ·
$17,950,969 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
6,172 | $1,910,295 | 10.64% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
69,824 | $1,509,594 | 8.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,285 | $1,291,865 | 7.20% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
4,044 | $1,174,741 | 6.54% | |
| AAPL |
Apple Inc.
Technology
|
4,376 | $1,110,585 | 6.19% | |
| MSFT |
Microsoft Corp
Technology
|
2,685 | $993,906 | 5.54% | |
| FROG |
JFrog Ltd
Technology
|
17,719 | $831,552 | 4.63% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
3,385 | $733,123 | 4.08% | |
| PANW |
Palo Alto Networks Inc
Technology
|
4,023 | $644,967 | 3.59% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
2,202 | $644,635 | 3.59% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NRP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,302 | 1,862 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||