Lifestyle Asset Management, Inc.
CIK
1845675
City
Friendswood
State / Country
TX
Top Portfolio Positions
91 positions ·
$145,073,244 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
62,546 | $40,676,165 | 28.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
64,301 | $10,909,307 | 7.52% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
2,775 | $3,826,697 | 2.64% | |
| WDC |
Western Digital Corp
Technology
|
13,449 | $3,637,820 | 2.51% | |
| AAPL |
Apple Inc.
Technology
|
14,304 | $3,630,212 | 2.50% | |
| NVDA |
Nvidia Corp
Technology
|
19,888 | $3,468,467 | 2.39% | |
| GLD |
Spdr Gold Trust
|
8,017 | $3,449,634 | 2.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,808 | $2,820,388 | 1.94% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
4,710 | $2,792,935 | 1.93% | |
| FTI |
TechnipFMC plc
Energy
|
38,762 | $2,679,617 | 1.85% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SBS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,407,483 | 78,908 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,719,418 | 72,093 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,673,205 | 67,224 | Shares | Sole | 2025-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||