Baltimore-Washington Financial Advisors, Inc.
Top Portfolio Positions
110 positions ·
$1,002,720,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
176,153 | $101,671,988 | 10.14% | |
| NVDA |
Nvidia Corp
Technology
|
550,409 | $95,991,329 | 9.57% | |
| AAPL |
Apple Inc.
Technology
|
239,283 | $60,727,632 | 6.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
249,376 | $51,937,539 | 5.18% | |
| MSFT |
Microsoft Corp
Technology
|
139,575 | $51,666,477 | 5.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
45,254 | $45,092,443 | 4.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
141,275 | $41,557,454 | 4.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
60,628 | $34,687,097 | 3.46% | |
| ANET |
Arista Networks, Inc.
Technology
|
274,390 | $33,689,604 | 3.36% | |
| V |
Visa Inc.
Financial Services
|
105,009 | $31,737,920 | 3.17% |
Portfolio Trend
Holdings in SOR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $692,715 | 14,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $684,340 | 14,955 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $808,334 | 17,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $648,448 | 14,955 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $620,782 | 14,955 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||