A&I FINANCIAL SERVICES, LLC
Top Portfolio Positions
42 positions ·
$28,975,338 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,853 | $3,769,542 | 13.01% | |
| NVDA |
Nvidia Corp
Technology
|
15,943 | $2,780,459 | 9.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,675 | $1,739,659 | 6.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,642 | $966,789 | 3.34% | |
| EIX |
Edison International
Utilities
|
12,015 | $879,257 | 3.03% | |
| TRN |
Trinity Industries Inc
Industrials
|
26,761 | $861,168 | 2.97% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
15,798 | $854,513 | 2.95% | |
| UVE |
Universal Insurance Holdings, Inc.
Financial Services
|
24,060 | $821,889 | 2.84% | |
| SAH |
Sonic Automotive Inc
Consumer Cyclical
|
11,646 | $798,566 | 2.76% | |
| SEE |
SEALED AIR CORP/DE
Consumer Cyclical
|
18,314 | $770,103 | 2.66% |
Portfolio Trend
6 quarters · across all stocks
Holdings in UVE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $821,889 | 24,060 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $798,694 | 23,630 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $584,938 | 22,241 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $558,177 | 20,129 | Shares | Sole | 2025-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||