Keebeck Wealth Management
Top Portfolio Positions
283 positions ·
$368,462,225 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
122,955 | $21,443,352 | 5.82% | |
| AAPL |
Apple Inc.
Technology
|
84,275 | $21,388,152 | 5.80% | |
| MSFT |
Microsoft Corp
Technology
|
46,839 | $17,338,392 | 4.71% | |
| AVGO |
Broadcom Inc.
Technology
|
31,320 | $9,693,853 | 2.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,352 | $9,653,731 | 2.62% | |
| KLAC |
Kla Corp
Technology
|
4,792 | $7,055,788 | 1.91% | |
| RTX |
RTX Corp
Industrials
|
34,314 | $6,619,170 | 1.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,404 | $6,154,934 | 1.67% | |
| ET |
Energy Transfer LP
Energy
|
315,299 | $6,085,270 | 1.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,552 | $6,026,333 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SPOK
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,000 | 50,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $527,600 | 40,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $690,000 | 40,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $707,200 | 40,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $822,000 | 50,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $802,500 | 50,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $701,796 | 46,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $666,450 | 45,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||