Cambridge Investment Research Advisors, Inc.

CIK
1419186
City
FAIRFIELD
State / Country
IA

Top Portfolio Positions

1,930 positions · $14,738,735,337 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
4,385,052 $1,112,882,347 7.55%
NVDA
Nvidia Corp
Technology
5,674,949 $989,711,105 6.72%
QQQ
Invesco Qqq Trust, Series 1
1,272,210 $734,294,167 4.98%
AMZN
Amazon Com Inc
Consumer Cyclical
2,445,594 $509,343,862 3.46%
MSFT
Microsoft Corp
Technology
1,281,790 $474,480,204 3.22%
SPY
Spdr S&P 500 Etf Trust
643,723 $418,638,815 2.84%
GOOGL
Alphabet Inc.
Communication Services
1,004,911 $288,972,207 1.96%
GLD
Spdr Gold Trust
584,011 $251,294,093 1.70%
AVGO
Broadcom Inc.
Technology
690,788 $213,805,793 1.45%
JPM
Jpmorgan Chase & Co
Financial Services
685,325 $201,595,202 1.37%

Portfolio Trend

26 quarters · across all stocks

Holdings in PPLT

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $1,620,467 9,092
2025-12-31 $1,333,720 7,154
2025-09-30 $1,397,652 9,782
2025-06-30 $1,176,848 9,578
2025-03-31 $316,597 3,465
2024-12-31 $275,726 3,320
2024-09-30 $259,073 2,885
2024-06-30 $268,647 2,937
2024-03-31 $239,955 2,872
2023-12-31 $263,634 2,892
2023-09-30 $337,239 4,033
2023-06-30 $327,155 3,911
2023-03-31 $305,700 3,325
2022-12-31 $431,768 4,349
2022-09-30 $302,539 3,786
2022-06-30 $362,731 4,365
2022-03-31 $393,558 4,289
2021-12-31 $408,505 4,544
2021-09-30 $342,940 3,802
2021-06-30 $396,929 3,959
2021-03-31 $394,593 3,545
2020-12-31 $362,023 3,594