Leverty Financial Group, LLC
Top Portfolio Positions
18 positions ·
$14,742,449 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
8,482 | $5,516,183 | 37.42% | |
| MMM |
3M Co
Industrials
|
19,124 | $2,777,378 | 18.84% | |
| ECL |
Ecolab Inc.
Basic Materials
|
7,036 | $1,871,716 | 12.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,502 | $558,368 | 3.79% | |
| AAPL |
Apple Inc.
Technology
|
1,970 | $499,966 | 3.39% | |
| CAT |
Caterpillar Inc
Industrials
|
670 | $474,668 | 3.22% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
1,184 | $379,531 | 2.57% | |
| SOLV |
Solventum Corp
Healthcare
|
5,044 | $329,373 | 2.23% | |
| HWKN |
Hawkins Inc
Basic Materials
|
2,106 | $323,481 | 2.19% | |
| XEL |
Xcel Energy Inc
Utilities
|
4,058 | $322,367 | 2.19% |
Portfolio Trend
18 quarters · across all stocks
Holdings in RMCF
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,834 | 40,371 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $76,704 | 40,371 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $64,189 | 40,371 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $56,923 | 40,371 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $49,252 | 40,371 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $98,101 | 40,371 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $80,742 | 40,371 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $67,146 | 30,521 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $72,693 | 20,081 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $54,192 | 11,781 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||