RPG Investment Advisory, LLC
Top Portfolio Positions
71 positions ·
$787,722,259 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
317,757 | $55,416,820 | 7.04% | |
| AAPL |
Apple Inc.
Technology
|
132,982 | $33,749,501 | 4.28% | |
| POWL |
Powell Industries Inc
Industrials
|
57,989 | $31,376,688 | 3.98% | |
| PWR |
Quanta Services, Inc.
Industrials
|
54,066 | $29,683,315 | 3.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
137,177 | $28,569,853 | 3.63% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
134,062 | $27,414,338 | 3.48% | |
| CVX |
Chevron Corp
Energy
|
118,690 | $24,556,961 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
64,088 | $23,723,454 | 3.01% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
111,973 | $22,778,667 | 2.89% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
147,212 | $21,534,171 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POWL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,376,688 | 57,989 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,668,432 | 67,973 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $24,044,936 | 78,885 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,492,124 | 78,366 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,252,281 | 154,126 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,721,621 | 34,837 | Shares | Sole | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||