Formidable Asset Management, LLC
Top Portfolio Positions
292 positions ·
$483,935,034 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
180,502 | $45,809,602 | 9.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
255,617 | $36,921,319 | 7.63% | |
| NVDA |
Nvidia Corp
Technology
|
142,610 | $24,871,184 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
46,716 | $17,292,861 | 3.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,890 | $16,528,835 | 3.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,961 | $11,001,368 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,873 | $8,096,079 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,899 | $7,912,609 | 1.64% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
60,442 | $7,583,053 | 1.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,578 | $7,355,209 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PSO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,384 | 21,583 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $303,025 | 21,583 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $324,136 | 22,891 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $341,762 | 22,891 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $387,393 | 24,197 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $421,634 | 26,156 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||