World Investment Advisors
Top Portfolio Positions
796 positions ·
$2,853,180,093 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
870,139 | $220,832,576 | 7.74% | |
| MSFT |
Microsoft Corp
Technology
|
280,488 | $103,828,242 | 3.64% | |
| NVDA |
Nvidia Corp
Technology
|
478,696 | $83,484,582 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
381,974 | $79,553,724 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
270,534 | $77,794,757 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
240,938 | $70,874,322 | 2.48% | |
| AVGO |
Broadcom Inc.
Technology
|
177,753 | $55,016,331 | 1.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
94,088 | $53,830,567 | 1.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
92,381 | $53,320,465 | 1.87% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
558,715 | $52,139,283 | 1.83% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,482 | 18,938 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $142,035 | 18,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $81,789 | 10,776 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $79,634 | 10,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $81,251 | 10,776 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $80,281 | 10,776 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||