Strategic Investment Advisors / MI
Top Portfolio Positions
283 positions ·
$348,579,810 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,915 | $25,611,217 | 7.35% | |
| NVDA |
Nvidia Corp
Technology
|
119,290 | $20,804,176 | 5.97% | |
| MSFT |
Microsoft Corp
Technology
|
41,426 | $15,334,662 | 4.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,738 | $15,165,339 | 4.35% | |
| AVGO |
Broadcom Inc.
Technology
|
29,731 | $9,202,041 | 2.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
14,541 | $8,319,342 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,709 | $7,437,113 | 2.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,360 | $6,577,417 | 1.89% | |
| T |
At&T Inc.
Communication Services
|
210,062 | $6,089,697 | 1.75% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
9,752 | $5,782,740 | 1.66% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,577 | 8,518 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $365,467 | 9,505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $352,871 | 9,865 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $369,100 | 9,869 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $408,582 | 10,447 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $397,815 | 10,527 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $338,150 | 10,637 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $316,828 | 10,381 | Shares | Sole | 2024-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||