Register Financial Advisors LLC
Top Portfolio Positions
187 positions ·
$199,164,951 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,130 | $9,930,802 | 4.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,201 | $5,059,846 | 2.54% | |
| MSFT |
Microsoft Corp
Technology
|
13,659 | $5,056,152 | 2.54% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
67,954 | $4,791,436 | 2.41% | |
| ATI |
Ati Inc
Industrials
|
29,853 | $4,342,417 | 2.18% | |
| NVDA |
Nvidia Corp
Technology
|
24,633 | $4,295,995 | 2.16% | |
| HON |
Honeywell International Inc
Industrials
|
17,594 | $3,976,771 | 2.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,768 | $3,699,567 | 1.86% | |
| CUZ |
Cousins Properties Inc
Real Estate
|
144,353 | $3,258,047 | 1.64% | |
| SYM |
Symbotic Inc.
Industrials
|
60,022 | $3,193,170 | 1.60% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SUNS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,739 | 11,700 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $110,331 | 11,700 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $121,563 | 11,700 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $124,020 | 11,700 | Shares | Sole | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||