S Harris Financial Group, LLC
Top Portfolio Positions
90 positions ·
$53,082,259 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,958 | $5,282,525 | 9.95% |
| MSFT |
Microsoft Corp
Technology
|
10,232 | $3,787,579 | 7.14% |
| NVDA |
Nvidia Corp
Technology
|
18,949 | $3,304,705 | 6.23% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,967 | $1,867,557 | 3.52% |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,085 | $1,749,802 | 3.30% |
| ALL |
Allstate Corp
Financial Services
|
7,163 | $1,485,176 | 2.80% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,315 | $1,324,480 | 2.50% |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
84,664 | $1,167,516 | 2.20% |
| AAPL |
Apple Inc.
Technology
|
4,554 | $1,155,759 | 2.18% |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
120,785 | $1,045,998 | 1.97% |
Portfolio Trend
Holdings in SPGI
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,964 | 851 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $339,160 | 649 | Shares | Sole | 2026-03-03 | |
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