Realta Investment Advisors
Top Portfolio Positions
117 positions ·
$173,129,793 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
80,611 | $20,458,265 | 11.82% | |
| NVDA |
Nvidia Corp
Technology
|
98,547 | $17,186,596 | 9.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,080 | $9,805,351 | 5.66% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
416,889 | $8,954,775 | 5.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
45,874 | $6,710,448 | 3.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,098 | $6,356,181 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
14,536 | $5,380,791 | 3.11% | |
| AVGO |
Broadcom Inc.
Technology
|
16,477 | $5,099,796 | 2.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,767 | $5,060,137 | 2.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,171 | $3,530,614 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OXLC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,554,313 | 242,781 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,155,180 | 245,433 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||