Financially in Tune, LLC
Top Portfolio Positions
23 positions ·
$9,035,678 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,856 | $1,486,194 | 16.45% | |
| MSFT |
Microsoft Corp
Technology
|
2,457 | $909,507 | 10.07% | |
| SPGI |
S&P Global Inc.
Financial Services
|
1,754 | $746,046 | 8.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,503 | $720,237 | 7.97% | |
| FTF |
Franklin Ltd Duration Income Trust
Financial Services
|
82,895 | $483,277 | 5.35% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,363 | $448,277 | 4.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,073 | $431,743 | 4.78% | |
| IBM |
International Business Machines Corp
Technology
|
1,659 | $402,125 | 4.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
525 | $341,428 | 3.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,130 | $332,400 | 3.68% |
Portfolio Trend
2 quarters · across all stocks
Holdings in PNI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,137 | 10,531 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||