MAI Capital Management

CIK
0001040197
City
CLEVELAND
State / Country
OH

Top Portfolio Positions

2,543 positions · $8,106,754,585 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
952,329 $649,412,191 8.01%
AAPL
Apple Inc.
Technology
2,194,903 $596,706,329 7.36%
MSFT
Microsoft Corp
Technology
1,016,059 $491,386,453 6.06%
NVDA
Nvidia Corp
Technology
1,528,648 $285,092,852 3.52%
GOOGL
Alphabet Inc.
Communication Services
841,078 $263,257,414 3.25%
AMZN
Amazon Com Inc
Consumer Cyclical
1,126,777 $260,082,667 3.21%
QQQ
Invesco Qqq Trust, Series 1
407,317 $250,218,906 3.09%
AVGO
Broadcom Inc.
Technology
611,393 $211,603,117 2.61%
MDY
Spdr S&P Midcap 400 Etf Trust
265,202 $159,991,062 1.97%
JPM
Jpmorgan Chase & Co
Financial Services
464,146 $149,557,124 1.84%

Portfolio Trend

49 quarters · across all stocks

Holdings in ONCY

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2025-12-31 $457 526
2025-09-30 $736 526
2025-06-30 $405 526
2025-03-31 $289 526
2024-12-31 $478 526