Register Financial Advisors LLC
Top Portfolio Positions
187 positions ·
$199,164,951 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,130 | $9,930,802 | 4.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,201 | $5,059,846 | 2.54% | |
| MSFT |
Microsoft Corp
Technology
|
13,659 | $5,056,152 | 2.54% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
67,954 | $4,791,436 | 2.41% | |
| ATI |
Ati Inc
Industrials
|
29,853 | $4,342,417 | 2.18% | |
| NVDA |
Nvidia Corp
Technology
|
24,633 | $4,295,995 | 2.16% | |
| HON |
Honeywell International Inc
Industrials
|
17,594 | $3,976,771 | 2.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,768 | $3,699,567 | 1.86% | |
| CUZ |
Cousins Properties Inc
Real Estate
|
144,353 | $3,258,047 | 1.64% | |
| SYM |
Symbotic Inc.
Industrials
|
60,022 | $3,193,170 | 1.60% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SAR
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,285 | 6,003 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $137,958 | 5,980 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $145,144 | 5,951 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $147,113 | 5,932 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $149,750 | 5,912 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $140,984 | 5,894 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $136,078 | 5,868 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $132,795 | 5,850 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $135,302 | 5,832 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $150,375 | 5,815 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $149,085 | 5,801 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $156,191 | 5,787 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $145,991 | 5,775 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $144,936 | 5,686 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||