FIDUCIENT ADVISORS LLC
Top Portfolio Positions
60 positions ·
$274,886,103 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AON |
Aon plc
Financial Services
|
183,310 | $59,168,801 | 21.52% |
| FANG |
Diamondback Energy, Inc.
Energy
|
238,133 | $47,100,326 | 17.13% |
| PCAR |
Paccar Inc
Industrials
|
365,929 | $42,264,799 | 15.38% |
| SPY |
Spdr S&P 500 Etf Trust
|
24,583 | $15,987,308 | 5.82% |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
584,731 | $11,010,484 | 4.01% |
| AAPL |
Apple Inc.
Technology
|
37,131 | $9,423,476 | 3.43% |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,026 | $9,249,886 | 3.36% |
| GLDM |
World Gold Trust
|
96,619 | $8,955,615 | 3.26% |
| UBER |
Uber Technologies, Inc
Technology
|
123,439 | $8,878,967 | 3.23% |
| NVDA |
Nvidia Corp
Technology
|
43,556 | $7,596,166 | 2.76% |
Portfolio Trend
Holdings in PRMB
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,010,484 | 584,731 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,560,351 | 584,731 | Shares | Sole | 2026-02-10 | |
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