Holistic Financial Partners
Top Portfolio Positions
103 positions ·
$131,980,452 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
67,692 | $62,261,070 | 47.17% | |
| NVDA |
Nvidia Corp
Technology
|
37,431 | $6,527,966 | 4.95% | |
| AAPL |
Apple Inc.
Technology
|
17,641 | $4,477,109 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,957 | $4,399,751 | 3.33% | |
| TKR |
Timken Co
Industrials
|
27,666 | $2,782,369 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,335 | $2,777,280 | 2.10% | |
| IAU |
Ishares Gold Trust
|
30,322 | $2,673,187 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
6,224 | $2,303,938 | 1.75% | |
| AVGO |
Broadcom Inc.
Technology
|
6,413 | $1,984,887 | 1.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,705 | $1,646,550 | 1.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TIMB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,708 | 7,690 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||