Nicholas Hoffman & Company, LLC.
Top Portfolio Positions
217 positions ·
$1,033,748,043 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
795,618 | $381,260,145 | 36.88% | |
| INTU |
Intuit Inc.
Technology
|
170,973 | $73,925,305 | 7.15% | |
| MSFT |
Microsoft Corp
Technology
|
157,559 | $58,323,615 | 5.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
98,228 | $56,695,237 | 5.48% | |
| AVGO |
Broadcom Inc.
Technology
|
178,397 | $55,215,655 | 5.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
82,092 | $53,387,711 | 5.16% | |
| AAPL |
Apple Inc.
Technology
|
111,360 | $28,262,054 | 2.73% | |
| KO |
Coca Cola Co
Consumer Defensive
|
189,031 | $14,375,807 | 1.39% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
708,066 | $11,081,232 | 1.07% | |
| ACN |
Accenture plc
Technology
|
51,351 | $10,182,389 | 0.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SLRC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,100 | 10,000 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||