Moisand Fitzgerald Tamayo, LLC
Top Portfolio Positions
340 positions ·
$38,837,738 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,379 | $3,395,456 | 8.74% | |
| NVDA |
Nvidia Corp
Technology
|
15,197 | $2,650,356 | 6.82% | |
| LRCX |
Lam Research Corp
Technology
|
9,111 | $1,946,656 | 5.01% | |
| MSFT |
Microsoft Corp
Technology
|
4,970 | $1,839,744 | 4.74% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
4,955 | $1,710,218 | 4.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,293 | $1,491,229 | 3.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
8,468 | $1,436,680 | 3.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,537 | $1,109,024 | 2.86% | |
| DE |
Deere & Co
Industrials
|
1,673 | $942,400 | 2.43% | |
| WWD |
Woodward, Inc.
Industrials
|
2,286 | $818,205 | 2.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,416 | 7 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,601 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,170 | 7 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,040 | 7 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,228 | 7 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,386 | 7 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,637 | 7 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,151 | 7 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,824 | 7 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,790 | 7 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,492 | 7 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,622 | 7 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,397 | 7 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,116 | 7 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $954 | 3 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,458 | 7 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,919 | 14 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||