CVFG LLC
Top Portfolio Positions
156 positions ·
$505,927,777 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
146,545 | $25,557,448 | 5.05% |
| AAPL |
Apple Inc.
Technology
|
81,665 | $20,725,760 | 4.10% |
| LLY |
ELI LILLY & Co
Healthcare
|
16,904 | $15,547,792 | 3.07% |
| MSFT |
Microsoft Corp
Technology
|
40,843 | $15,118,853 | 2.99% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,013 | $12,290,637 | 2.43% |
| VRT |
Vertiv Holdings Co
Industrials
|
47,567 | $11,919,338 | 2.36% |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,810 | $11,735,323 | 2.32% |
| AGX |
Argan Inc
Industrials
|
20,151 | $10,975,242 | 2.17% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,992 | $10,587,406 | 2.09% |
| BE |
Bloom Energy Corp
Industrials
|
74,645 | $10,113,651 | 2.00% |
Holdings in PSIX
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,663,149 | 60,170 | Shares | Sole | 2026-04-29 | |
| No quarters match your search. | ||||||