Well Done, LLC
Top Portfolio Positions
74 positions ·
$134,564,427 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
50,694 | $24,292,564 | 18.05% | |
| IAU |
Ishares Gold Trust
|
167,790 | $14,792,366 | 10.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
48,248 | $10,493,457 | 7.80% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
357,699 | $7,815,723 | 5.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,066 | $7,196,662 | 5.35% | |
| AAPL |
Apple Inc.
Technology
|
22,335 | $5,668,399 | 4.21% | |
| ABT |
Abbott Laboratories
Healthcare
|
44,809 | $4,600,540 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,418 | $4,044,186 | 3.01% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
252,100 | $4,003,348 | 2.98% | |
| MSFT |
Microsoft Corp
Technology
|
9,558 | $3,538,084 | 2.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RANI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,230 | 52,014 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $70,218 | 52,014 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $26,007 | 52,014 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $26,735 | 52,014 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||