Almanack Investment Partners, LLC.
Top Portfolio Positions
90 positions ·
$162,745,299 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VZ |
Verizon Communications Inc
Communication Services
|
935,764 | $46,975,352 | 28.86% | |
| SGOL |
abrdn Gold ETF Trust
|
997,108 | $44,490,958 | 27.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,082 | $4,605,707 | 2.83% | |
| AAPL |
Apple Inc.
Technology
|
16,710 | $4,240,830 | 2.61% | |
| NVDA |
Nvidia Corp
Technology
|
23,885 | $4,165,544 | 2.56% | |
| URBN |
Urban Outfitters Inc
Consumer Cyclical
|
64,674 | $4,097,097 | 2.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,884 | $3,393,804 | 2.09% | |
| GLD |
Spdr Gold Trust
|
7,129 | $3,067,537 | 1.88% | |
| MSFT |
Microsoft Corp
Technology
|
8,113 | $3,003,189 | 1.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,029 | $2,719,480 | 1.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,490,958 | 997,108 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $41,295,094 | 1,005,236 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $38,712,303 | 1,051,679 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,035,032 | 793,755 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $22,633,201 | 758,994 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $22,335,081 | 891,620 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $23,341,975 | 928,849 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $16,972,835 | 763,854 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $15,080,761 | 710,017 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,292,503 | 572,062 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,216,438 | 464,468 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $12,380,038 | 673,927 | Shares | Sole | 2023-10-04 | |
| 2023-03-31 | $12,601,782 | 667,821 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $589,507 | 33,744 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $26,659,449 | 1,538,341 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,079,444 | 1,242,166 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $7,971,718 | 473,099 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,485,398 | 558,293 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,535,483 | 1,191,188 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $36,273,387 | 1,984,321 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $43,258,800 | 2,383,405 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $46,356,586 | 2,704,585 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $35,008,301 | 2,310,779 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||