Holcombe Financial, Inc.
Top Portfolio Positions
20 positions ·
$35,025,160 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
87,331 | $22,163,734 | 63.28% |
| PPLT |
abrdn Platinum ETF Trust
|
10,482 | $1,868,206 | 5.33% |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,328 | $1,780,683 | 5.08% |
| XOM |
Exxon Mobil Corp
Energy
|
10,194 | $1,729,514 | 4.94% |
| ONT |
Onterris, Inc.
Industrials
|
47,651 | $1,043,080 | 2.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,147 | $925,721 | 2.64% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,686 | $772,386 | 2.21% |
| CVX |
Chevron Corp
Energy
|
3,468 | $717,529 | 2.05% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,804 | $593,317 | 1.69% |
| JNJ |
Johnson & Johnson
Healthcare
|
2,144 | $524,079 | 1.50% |
Portfolio Trend
Holdings in PPLT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,868,206 | 10,482 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,689,801 | 9,064 | Shares | Sole | 2026-01-27 | |
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