Mountain Capital Investment Advisors Inc.
Top Portfolio Positions
47 positions ·
$34,073,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,432 | $6,480,346 | 19.02% | |
| AAPL |
Apple Inc.
Technology
|
23,426 | $5,945,284 | 17.45% | |
| NVDA |
Nvidia Corp
Technology
|
11,942 | $2,082,684 | 6.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,234 | $1,549,732 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
3,995 | $1,478,829 | 4.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,898 | $1,436,646 | 4.22% | |
| V |
Visa Inc.
Financial Services
|
4,611 | $1,393,628 | 4.09% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
64,653 | $1,001,474 | 2.94% | |
| IBIT |
iShares Bitcoin Trust ETF
|
23,016 | $884,274 | 2.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,327 | $765,917 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ULCC
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,088 | 140,535 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $568,388 | 120,677 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $665,411 | 150,716 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $562,120 | 154,854 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $670,191 | 154,422 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,153,185 | 162,192 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $877,357 | 163,992 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $726,755 | 147,415 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,198,568 | 147,789 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $808,249 | 148,031 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $716,692 | 148,077 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $953,935 | 98,649 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $935,478 | 95,069 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $967,916 | 94,247 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $909,142 | 93,726 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $853,475 | 91,086 | Shares | Sole | 2022-07-08 | |
| 2021-12-31 | $904,779 | 66,675 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $259,650 | 16,444 | Shares | Sole | 2021-10-12 | |
| No 13F history on record for this holder in this stock. | ||||||