North Berkeley Wealth Management, LLC
Top Portfolio Positions
32 positions ·
$39,875,243 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
79,590 | $13,659,235 | 34.25% |
| AAPL |
Apple Inc.
Technology
|
28,513 | $7,236,314 | 18.15% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,828 | $1,839,161 | 4.61% |
| AMAT |
Applied Materials Inc /De
Technology
|
5,243 | $1,792,004 | 4.49% |
| NVDA |
Nvidia Corp
Technology
|
9,424 | $1,643,545 | 4.12% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,246 | $1,578,450 | 3.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,819 | $1,385,751 | 3.48% |
| JNJ |
Johnson & Johnson
Healthcare
|
3,852 | $941,582 | 2.36% |
| MSFT |
Microsoft Corp
Technology
|
2,346 | $868,418 | 2.18% |
| STX |
Seagate Technology Holdings plc
Technology
|
1,913 | $749,436 | 1.88% |
Holdings in SSD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,659,235 | 79,590 | Shares | Sole | 2026-05-15 | |
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