Formidable Asset Management, LLC
Top Portfolio Positions
292 positions ·
$483,935,034 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
180,502 | $45,809,602 | 9.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
255,617 | $36,921,319 | 7.63% | |
| NVDA |
Nvidia Corp
Technology
|
142,610 | $24,871,184 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
46,716 | $17,292,861 | 3.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,890 | $16,528,835 | 3.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,961 | $11,001,368 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,873 | $8,096,079 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,899 | $7,912,609 | 1.64% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
60,442 | $7,583,053 | 1.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,578 | $7,355,209 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SYBT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,288,080 | 19,431 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,536,587 | 23,658 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,922,345 | 27,466 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,259,696 | 28,611 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,975,875 | 28,611 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,196,851 | 30,678 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,996,139 | 32,201 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,057,579 | 41,425 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,355,652 | 48,163 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,754,406 | 53,494 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,154,034 | 54,824 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,500,749 | 55,119 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,277,687 | 59,443 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,837,978 | 59,064 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,022,043 | 59,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,877,951 | 64,827 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,405,384 | 64,374 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,054,719 | 63,474 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,662,927 | 62,454 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,178,284 | 62,454 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,197,326 | 62,619 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,617,720 | 64,667 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,275,812 | 66,857 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $2,777,980 | 69,104 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,061,175 | 71,247 | Shares | Sole | 2020-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||