Aptus Capital Advisors, LLC
Top Portfolio Positions
620 positions ·
$5,542,367,310 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
3,836,709 | $368,899,570 | 6.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
537,184 | $349,352,241 | 6.30% | |
| NVDA |
Nvidia Corp
Technology
|
1,669,283 | $291,122,955 | 5.25% | |
| AAPL |
Apple Inc.
Technology
|
1,120,769 | $284,439,963 | 5.13% | |
| MSFT |
Microsoft Corp
Technology
|
536,754 | $198,690,227 | 3.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
271,016 | $156,425,013 | 2.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
706,950 | $147,236,476 | 2.66% | |
| AVGO |
Broadcom Inc.
Technology
|
288,491 | $89,290,848 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
297,342 | $87,466,122 | 1.58% | |
| XOM |
Exxon Mobil Corp
Energy
|
493,998 | $83,811,700 | 1.51% |
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 | $12,569,246 | 189,610 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,190,530 | 187,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,079,381 | 186,875 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,809,687 | 162,189 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,204,858 | 147,768 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,385,922 | 131,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,886,322 | 94,956 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,848,779 | 77,487 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,037,897 | 62,112 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,860,372 | 55,552 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,206,801 | 56,167 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,069,144 | 67,647 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,429,211 | 62,191 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,566,687 | 54,889 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,334,530 | 49,030 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,763,384 | 46,195 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,353,732 | 44,494 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,661,176 | 41,659 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,977,736 | 33,721 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,408,278 | 27,673 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,200,675 | 23,515 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $768,269 | 18,979 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $543,108 | 15,955 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $542,780 | 13,502 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $386,070 | 13,345 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||