Firestone Capital Management
Top Portfolio Positions
61 positions ·
$95,497,239 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
43,825 | $28,501,150 | 29.84% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
8,999 | $5,550,223 | 5.81% | |
| IAU |
Ishares Gold Trust
|
59,128 | $5,212,724 | 5.46% | |
| AAPL |
Apple Inc.
Technology
|
17,473 | $4,434,472 | 4.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,998 | $3,732,180 | 3.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,430 | $3,678,795 | 3.85% | |
| GLD |
Spdr Gold Trust
|
7,445 | $3,203,509 | 3.35% | |
| NEE |
Nextera Energy Inc
Utilities
|
33,770 | $3,136,557 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
8,391 | $3,106,096 | 3.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,262 | $2,521,550 | 2.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBTC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $305,297 | 10,840 | Shares | Sole | 2026-02-09 | |
| 2023-12-31 | $221,713 | 17,837 | Shares | Sole | 2024-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||