WILEY BROS.-AINTREE CAPITAL, LLC

CIK
0000107136
City
NASHVILLE
State / Country
TN

Top Portfolio Positions

1,252 positions · $10,628,349,883 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
2,651,448 $720,822,653 6.78%
MSFT
Microsoft Corp
Technology
1,324,960 $640,777,155 6.03%
NVDA
Nvidia Corp
Technology
2,477,592 $462,070,908 4.35%
AVGO
Broadcom Inc.
Technology
861,231 $298,072,049 2.80%
JPM
Jpmorgan Chase & Co
Financial Services
913,996 $294,507,791 2.77%
GOOGL
Alphabet Inc.
Communication Services
856,960 $268,228,480 2.52%
AMZN
Amazon Com Inc
Consumer Cyclical
1,140,967 $263,358,002 2.48%
SPY
Spdr S&P 500 Etf Trust
278,473 $189,896,308 1.79%
LLY
ELI LILLY & Co
Healthcare
160,586 $172,578,578 1.62%
META
Meta Platforms, Inc.
Communication Services
258,906 $170,901,261 1.61%

Portfolio Trend

24 quarters · across all stocks

Holdings in TM

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Shares Held

Position Value (USD)

8 of 8 shown
Report Date Value (USD) Shares
2025-12-31 $3,928,001 18,350
2025-09-30 $2,680,037 14,025
2025-06-30 $2,088,997 12,127
2025-03-31 $1,444,015 8,180
2024-12-31 $1,102,854 5,667
2024-09-30 $581,066 3,254
2024-06-30 $278,349 1,358
2024-03-31 $224,246 891