Contango Wealth Management LLC
Top Portfolio Positions
8 positions ·
$9,869,739 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TWLO |
Twilio Inc
Technology
|
39,500 | $4,969,890 | 50.35% | |
| IAU |
Ishares Gold Trust
|
18,787 | $1,656,261 | 16.78% | |
| AAPL |
Apple Inc.
Technology
|
4,327 | $1,098,149 | 11.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,284 | $683,958 | 6.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,185 | $628,318 | 6.37% | |
| MSFT |
Microsoft Corp
Technology
|
1,440 | $533,044 | 5.40% | |
| ORCL |
Oracle Corp
Technology
|
1,898 | $279,214 | 2.83% | |
| RDI |
Reading International Inc
Communication Services
|
18,500 | $20,905 | 0.21% |
Portfolio Trend
2 quarters · across all stocks
Holdings in RDI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,905 | 18,500 | Shares | Sole | 2026-06-09 | |
| 2025-12-31 | $19,425 | 18,500 | Shares | Sole | 2026-06-09 | |
| No 13F history on record for this holder in this stock. | ||||||