GERBER, LLC
Top Portfolio Positions
58 positions ·
$57,427,515 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
25,061 | $14,464,707 | 25.19% | |
| AON |
Aon plc
Financial Services
|
19,553 | $6,311,317 | 10.99% | |
| NVDA |
Nvidia Corp
Technology
|
36,160 | $6,306,304 | 10.98% | |
| AAPL |
Apple Inc.
Technology
|
20,182 | $5,121,989 | 8.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,725 | $1,684,066 | 2.93% | |
| WOR |
Worthington Enterprises, Inc.
Industrials
|
32,108 | $1,674,111 | 2.92% | |
| MSFT |
Microsoft Corp
Technology
|
4,263 | $1,578,034 | 2.75% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
5,476 | $956,164 | 1.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,971 | $944,503 | 1.64% | |
| WDC |
Western Digital Corp
Technology
|
3,381 | $914,526 | 1.59% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SURG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,063 | 13,400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,378 | 13,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $37,654 | 13,400 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||