Running Point Capital Advisors, LLC
Top Portfolio Positions
46 positions ·
$68,706,779 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
36,544 | $22,449,344 | 32.67% | |
| ARES |
Ares Management Corp
Financial Services
|
32,588 | $5,267,198 | 7.67% | |
| AAPL |
Apple Inc.
Technology
|
17,909 | $4,868,740 | 7.09% | |
| MSFT |
Microsoft Corp
Technology
|
9,751 | $4,715,778 | 6.86% | |
| IAUM |
iShares Gold Trust Micro
|
83,773 | $3,601,401 | 5.24% | |
| NVDA |
Nvidia Corp
Technology
|
16,321 | $3,043,866 | 4.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,125 | $2,283,695 | 3.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,442 | $2,272,029 | 3.31% | |
| AVGO |
Broadcom Inc.
Technology
|
4,863 | $1,683,084 | 2.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,920 | $1,366,454 | 1.99% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SPMC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $433,276 | 31,511 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,089 | 32,570 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $597,621 | 33,424 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $580,273 | 29,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $463,854 | 22,194 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||