CONQUIS FINANCIAL LLC
Top Portfolio Positions
29 positions ·
$3,731,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ADBE |
Adobe Inc.
Technology
|
4,490 | $1,091,429 | 29.25% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
1,926 | $887,866 | 23.79% | |
| ADSK |
Autodesk, Inc.
Technology
|
1,547 | $370,351 | 9.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
975 | $280,371 | 7.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
294 | $191,199 | 5.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,200 | $149,136 | 4.00% | |
| INTC |
Intel Corp
Technology
|
2,919 | $128,815 | 3.45% | |
| AMGN |
Amgen Inc
Healthcare
|
354 | $124,554 | 3.34% | |
| MMM |
3M Co
Industrials
|
848 | $123,155 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
162 | $59,967 | 1.61% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SGHT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,850 | 5,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $39,650 | 5,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,200 | 5,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $20,650 | 5,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,000 | 5,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,200 | 5,000 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||