Narwhal Capital Management

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Narwhal Capital Management reported 168 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.2% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Alphabet Class C (GOOG, 6.0%). Compared with Q4 2025, it opened 10 new positions, sold out of 4, added to 55 and reduced 62. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale Visa Class A (V, shares −9%).

Most Recent 13F
Q2 2026
Location
MARIETTA, GA
CIK
0001461287
Portfolio Value
$1.4B (Q1 2026)
SEC Filing
0001461287-26-000002 ↗ filed Apr 24, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B $1.4B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 168 stocks · $1.4B
IVV iShares Core S&P 500 ETF 10.20% 211,569 $138.2M Add +0.5%
NVDA Nvidia Corp. 6.43% 499,471 $87.1M Add +0.3%
GOOG Alphabet Inc. Class C 6.04% 285,518 $81.9M Add +0.4%
AAPL Apple Inc. 5.23% 279,552 $70.9M Add +1.2%
MSFT Microsoft Corp. 4.48% 164,135 $60.8M Add +1.7%
IAU iShares Gold Trust 4.37% 671,733 $59.2M Reduce -0.1%
AMZN Amazon.com Inc. 3.39% 220,747 $46.0M Add +1.9%
JPM JPMorgan Chase & Co. 2.82% 129,809 $38.2M Reduce -0.1%
VMC Vulcan Materials Co. 2.70% 134,579 $36.6M Add +1.3%
META Meta Platforms Inc. Class A 2.07% 49,136 $28.1M Add +1.1%
JNJ Johnson & Johnson 1.71% 94,611 $23.1M Reduce -1.2%
HD Home Depot Inc. 1.64% 67,655 $22.3M Add +5.9%
GS Goldman Sachs Group Inc. 1.62% 25,888 $21.9M Add +3.5%
XOM Exxon Mobil Corp. 1.50% 119,703 $20.3M Reduce -0.8%
ADI Analog Devices Inc. 1.49% 63,560 $20.2M Reduce -3.4%
LLY Eli Lilly & Co. 1.46% 21,484 $19.8M Add +2.6%
IVE iShares S&P 500 Value ETF 1.45% 92,784 $19.6M No change
LMT Lockheed Martin Corp. 1.43% 32,125 $19.4M Reduce -3.4%
BLK BlackRock Inc. 1.43% 20,103 $19.3M Reduce -5.1%
AXP American Express Co. 1.22% 54,457 $16.5M Reduce -3.1%
CAT Caterpillar Inc. 1.21% 23,186 $16.4M Add +6.8%
V Visa Inc. Class A 1.21% 54,184 $16.4M Reduce -9.2%
LHX L3HARRIS Technologies Inc. 1.19% 46,701 $16.1M Reduce -8.9%
NEE Nextera Energy Inc. 1.18% 172,539 $16.0M Reduce -3.3%
CSCO Cisco Systems Inc. 1.08% 188,572 $14.6M Reduce -7.6%
RTX RTX Corp. 1.03% 72,202 $13.9M Reduce -0.2%
MRK Merck & Co. Inc. 0.99% 111,375 $13.4M Reduce -0.3%
IWF iShares Russell 1000 Growth 0.98% 31,305 $13.3M Reduce -0.1%
GD General Dynamics Corp. 0.96% 37,862 $13.0M Add +0.9%
PG The Procter & Gamble Co. 0.95% 89,457 $12.9M Add +8.9%
NOC Northrop Grumman Corp. 0.84% 16,636 $11.3M Reduce -15.6%
AVGO Broadcom Inc. 0.80% 35,222 $10.9M Reduce -4.0%
PM Philip Morris International 0.78% 63,896 $10.6M Reduce -6.3%
VLO Valero Energy Corp. 0.71% 39,062 $9.7M Reduce -0.6%
CP Canadian Pacific Kansas City 0.66% 112,975 $8.9M Reduce -2.8%
PEP Pepsico Inc. 0.64% 56,091 $8.7M Reduce -2.3%
AVB Avalonbay Communities Inc. 0.63% 51,994 $8.5M Add +0.5%
BX Blackstone Inc. 0.62% 72,533 $8.3M Add +1.1%
ICE Intercontinental Exchange Inc. 0.61% 52,178 $8.2M Add +205.4%
BTT BlackRock 2030 Muni TRGT TRM 0.60% 357,067 $8.1M Reduce -7.9%
NVS Novartis AG-Sponsored ADR 0.59% 52,668 $8.0M Reduce -2.1%
CINF Cincinnati Financial Corp. 0.59% 50,765 $8.0M Add +2.5%
BWXT BWX Technologies Inc. 0.59% 38,969 $8.0M Add +33.8%
SBUX Starbucks Corp. 0.58% 87,728 $7.9M Add +6.8%
QQQ Invesco QQQ Trust Series 1 0.55% 12,877 $7.4M Add +3.1%
CVX Chevron Corp. 0.55% 35,774 $7.4M Add +4.5%
ABT Abbott Laboratories 0.54% 71,812 $7.4M Reduce -6.7%
COST Costco Wholesale Corp. 0.50% 6,740 $6.7M Add +16.1%
ORCL Oracle Corp. 0.49% 45,519 $6.7M Add +26.4%
MLI Mueller Industries Inc. 0.48% 58,806 $6.5M Reduce -6.4%
SUNB Sunbelt Rentals Holdings Inc. 0.48% 99,371 $6.5M New
IVW iShares S&P 500 Growth ETF 0.47% 56,000 $6.3M No change
SLB SLB Ltd. filed as SLB LIMITED 0.44% 115,096 $5.9M Reduce -6.4%
GGG Graco Inc. 0.42% 67,404 $5.7M Add +24.6%
RELX Relx PLC - Spon ADR 0.41% 168,943 $5.6M Add +13.4%
XLK SS Technology Select Sector 0.41% 42,000 $5.6M No change
ENTG Entegris Inc. 0.41% 46,839 $5.5M Add +6.1%
DPZ Domino's Pizza Inc. 0.40% 15,062 $5.4M Reduce -10.2%
HCA HCA Healthcare Inc. 0.40% 11,379 $5.4M Reduce -14.1%
CRH CRH PLC 0.39% 50,851 $5.3M Add +0.9%
KMI Kinder Morgan Inc. 0.39% 155,638 $5.2M Add +0.9%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.38% 11,080 $5.1M No change
SGOL Abrdn Physical Gold Shares 0.37% 113,248 $5.1M Reduce -2.4%
NFLX Netflix Inc. 0.34% 48,024 $4.6M Add +437.6%
UFPI Ufp Industries Inc. 0.34% 49,721 $4.6M Add +12.5%
GLD SPDR Gold Shares 0.33% 10,263 $4.4M No change
QCOM Qualcomm Inc. 0.32% 34,198 $4.4M Reduce -2.4%
CEG Constellation Energy 0.32% 15,768 $4.4M Reduce -0.3%
GRMN Garmin Ltd. 0.30% 17,674 $4.1M Reduce -3.5%
ADBE Adobe Inc. 0.30% 16,817 $4.1M Add +31.0%
MU Micron Technology Inc. 0.27% 11,023 $3.7M Reduce -1.5%
BRK.A Berkshire Hathaway Inc. Class A 0.26% 5 $3.6M No change
NOW ServiceNow Inc. 0.25% 32,731 $3.4M Add +92.8%
WMT Walmart Inc. 0.25% 27,051 $3.4M Add +8.9%
DVY iShares Select Dividend ETF 0.23% 20,998 $3.2M Add +0.1%
MTBA Simplify MBS ETF 0.23% 62,064 $3.1M Reduce -13.9%
SDY SS SPDR S&P Dividend ETF 0.23% 20,989 $3.1M No change
STZ Constellation Brands Inc. Class A 0.22% 19,764 $3.0M Add +239.5%
FTHY First Trust Hi YLD Opp 2027 0.20% 196,865 $2.7M Add +27.0%
IJR iShares Core S&P Small-Cap E 0.19% 20,450 $2.5M No change
TSLA Tesla Inc. 0.18% 6,519 $2.4M Reduce -1.0%
NXRT Nexpoint Residential 0.14% 76,610 $1.9M Add +105.8%
DGRW Wisdomtree U.S. Quality Divi 0.14% 21,779 $1.9M No change
NTRA Natera Inc. 0.13% 9,103 $1.8M Reduce -6.6%
EXC Exelon Corp. 0.13% 36,855 $1.8M Reduce -0.7%
ETR Entergy Corp. 0.12% 14,941 $1.7M Add +6.0%
TSM Taiwan Semiconductor-SP ADR 0.12% 4,634 $1.6M Add +0.2%
T AT&T Inc. 0.11% 53,728 $1.6M Add +0.0%
OKE Oneok Inc. 0.11% 17,194 $1.6M No change
SPMO Invesco S&P 500 Momentum ETF 0.11% 12,836 $1.4M Reduce -6.1%
UNH Unitedhealth Group Inc. 0.09% 4,554 $1.2M Reduce -17.8%
MGOV FT Intermed Govt Oppt ETF 0.09% 58,576 $1.2M Add +38.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 1,762 $1.1M Reduce -13.9%
DAL Delta Air Lines Inc. 0.08% 16,850 $1.1M No change
UL Unilever PLC-Sponsored ADR 0.08% 19,650 $1.1M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.08% 35,676 $1.1M Reduce -0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.08% 22,360 $1.0M Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.07% 10,231 $995K No change
CLOI Vaneck Clo ETF 0.07% 18,181 $958K Add +17.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 6,923 $917K No change
VIS Vanguard Industrials ETF 0.06% 2,799 $874K No change
KR Kroger Co. 0.06% 11,923 $863K Reduce -60.4%
XLV SS Health Care Select Sector 0.06% 5,805 $851K Reduce -1.3%
MO Altria Group Inc. 0.06% 12,045 $795K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,804 $788K Add +0.2%
BATRK Atlanta Braves Holdings in-C 0.05% 17,404 $743K No change
XLE SS Energy Select Sector 0.05% 11,678 $715K Reduce -0.0%
MCD McDonald's Corp. 0.05% 2,244 $697K Add +6.3%
BA The Boeing Co. 0.05% 3,457 $688K Add +22.4%
EEM iShares MSCI Emerging Market 0.05% 12,050 $684K No change
MUSA Murphy USA Inc. 0.05% 1,297 $641K Reduce -19.4%
HAL Halliburton Co. 0.05% 16,227 $633K No change
EPD Enterprise Products Partners 0.05% 16,600 $628K No change
XLP SS Consumer Staples Sel Sect 0.05% 7,580 $621K No change
VXF Vanguard Extended Market ETF 0.04% 2,917 $600K No change
DINO HF Sinclair Corp. 0.04% 9,450 $590K No change
IYE iShares U.S. Energy ETF 0.04% 8,825 $572K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 5,703 $550K Add +59.9%
VGK Vanguard Ftse Europe ETF 0.04% 6,400 $528K No change
DE Deere & Co. 0.04% 914 $515K Add +20.6%
ITA iShares U.S. Aerospace & Def 0.04% 2,260 $494K No change
NXPI NXP Semiconductors NV 0.04% 2,510 $494K No change
VRT Vertiv Holdings Co. Class A 0.04% 1,955 $490K Reduce -27.5%
INTC Intel Corp. 0.04% 10,795 $476K Reduce -41.2%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.03% 19,660 $466K Reduce -17.8%
VONE Vanguard Russell 1000 0.03% 1,568 $463K No change
VGLT Vanguard Long-Term Treasury 0.03% 8,235 $456K New
IWM iShares Russell 2000 ETF 0.03% 1,833 $455K Reduce -37.4%
CPRT Copart Inc. 0.03% 13,221 $439K Add +34.8%
LMBS First Trust Low Duration Opp 0.03% 8,753 $436K Reduce -17.9%
ELV Elevance Health Inc. 0.03% 1,478 $433K No change
LNG Cheniere Energy Inc. 0.03% 1,518 $431K Add +9.4%
VNQ Vanguard Real Estate ETF 0.03% 4,781 $424K Add +21.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 1,350 $408K No change
FDX FedEx Corp. 0.03% 1,120 $399K No change
XBMNX BlackRock 2037 Muni TRGT TRM 0.03% 15,265 $396K Reduce -21.3%
TMUS T-Mobile US Inc. 0.03% 1,794 $377K Reduce -79.5%
SO The Southern Co. 0.03% 3,859 $372K No change
RF Regions Financial Corp. 0.03% 14,171 $370K New
AMGN Amgen Inc. 0.03% 1,017 $358K Reduce -8.7%
WFC Wells Fargo & Co. 0.03% 4,431 $353K No change
KO The Coca-Cola Co. 0.02% 4,445 $338K New
SGOV iShares 0-3 Month Treasury B 0.02% 3,250 $327K Add +0.7%
XLI SS Industrial Select Sector 0.02% 1,925 $311K No change
SCHX Schwab US Large-Cap ETF 0.02% 12,031 $308K Reduce -0.6%
BUD Anheuser-Busch Inbev-SPN ADR 0.02% 4,406 $306K New
BRK.B Berkshire Hathaway Inc. Class B 0.02% 636 $305K No change
SPTS SS SPDR P St Term TSY ETF 0.02% 10,399 $303K New
VAW Vanguard Materials ETF 0.02% 1,332 $300K Reduce -5.8%
CVS CVS Health Corp. 0.02% 4,136 $297K No change
FERG Ferguson Enterprises Inc. 0.02% 1,263 $295K Reduce -7.3%
LUV Southwest Airlines Co. 0.02% 7,500 $282K Reduce -3.7%
AOR iShares Core 60/40 Balanced 0.02% 4,200 $270K No change
XLF SS Financial Select Sector 0.02% 5,250 $259K No change
DHI D.R. Horton Inc. 0.02% 1,817 $249K Add +13.6%
UNP Union Pacific Corp. 0.02% 1,018 $247K New
UPS United Parcel Service Class B 0.02% 2,476 $244K Add +0.2%
IYH iShares U.S. Healthcare ETF 0.02% 3,750 $231K No change
SPSB SS SPDR P St C Corp. ETF 0.02% 7,660 $230K Reduce -19.3%
JBHT Hunt (jb) Transprt SVCS Inc. 0.02% 1,023 $217K New
GOOGL Alphabet Inc. Class A 0.02% 744 $214K Reduce -8.5%
IJH iShares Core S&P Midcap ETF 0.02% 3,150 $213K Reduce -70.8%
VZ Verizon Communications Inc. 0.02% 4,090 $205K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 709 $204K No change
MKL Markel Group Inc. 0.01% 105 $201K No change
NUV Nuveen Municipal Value 0.01% 17,987 $162K Reduce -30.9%
FMY First Trust Mortgage Income 0.01% 13,354 $157K New
FATE Fate Therapeutics Inc. 0.00% 12,700 $15K No change

Options reported separately and not counted above: NVDA puts ($12K).

Portfolio Sells Q4 2025 → Q1 2026
V Visa Inc. Class A Reduce -9.2% 1.21% −0.31
AXP American Express Co. Reduce -3.1% 1.22% −0.30
JPM JPMorgan Chase & Co. Reduce -0.1% 2.82% −0.23
BLK BlackRock Inc. Reduce -5.1% 1.43% −0.22
ABT Abbott Laboratories Reduce -6.7% 0.54% −0.16
AVGO Broadcom Inc. Reduce -4.0% 0.80% −0.12
QCOM Qualcomm Inc. Reduce -2.4% 0.32% −0.11
DPZ Domino's Pizza Inc. Reduce -10.2% 0.40% −0.11
TMUS T-Mobile US Inc. Reduce -79.5% 0.03% −0.10
IWF iShares Russell 1000 Growth Reduce -0.1% 0.98% −0.09
CEG Constellation Energy Reduce -0.3% 0.32% −0.08
KR Kroger Co. Reduce -60.4% 0.06% −0.07
CSCO Cisco Systems Inc. Reduce -7.6% 1.08% −0.06
CSGP Costar Group Inc. Sold out 0.00% −0.06
HCA HCA Healthcare Inc. Reduce -14.1% 0.40% −0.05
BTT BlackRock 2030 Muni TRGT TRM Reduce -7.9% 0.60% −0.04
MLI Mueller Industries Inc. Reduce -6.4% 0.48% −0.04
UNH Unitedhealth Group Inc. Reduce -17.8% 0.09% −0.04
MTBA Simplify MBS ETF Reduce -13.9% 0.23% −0.04
TSLA Tesla Inc. Reduce -1.0% 0.18% −0.04
IJH iShares Core S&P Midcap ETF Reduce -70.8% 0.02% −0.04
NTRA Natera Inc. Reduce -6.6% 0.13% −0.03
ADSK Autodesk Inc. Sold out 0.00% −0.02
PRM Perimeter Solutions Inc. Sold out 0.00% −0.02
IWM iShares Russell 2000 ETF Reduce -37.4% 0.03% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -13.9% 0.08% −0.02
PM Philip Morris International Reduce -6.3% 0.78% −0.02
INTC Intel Corp. Reduce -41.2% 0.04% −0.01
SPMO Invesco S&P 500 Momentum ETF Reduce -6.1% 0.11% −0.01
NOV Nov Inc. Sold out 0.00% −0.01
UL Unilever PLC-Sponsored ADR Reduce -0.1% 0.08% −0.01
XBMNX BlackRock 2037 Muni TRGT TRM Reduce -21.3% 0.03% −0.01
MMIN Nylim Mackay Muni Insured Et Reduce -17.8% 0.03% −0.01
LMBS First Trust Low Duration Opp Reduce -17.9% 0.03% −0.01
NUV Nuveen Municipal Value Reduce -30.9% 0.01% −0.01
SPSB SS SPDR P St C Corp. ETF Reduce -19.3% 0.02% −0.00
XLV SS Health Care Select Sector Reduce -1.3% 0.06% −0.00
GOOGL Alphabet Inc. Class A Reduce -8.5% 0.02% −0.00
LUV Southwest Airlines Co. Reduce -3.7% 0.02% −0.00
SCHX Schwab US Large-Cap ETF Reduce -0.6% 0.02% −0.00
FERG Ferguson Enterprises Inc. Reduce -7.3% 0.02% −0.00
AMGN Amgen Inc. Reduce -8.7% 0.03% −0.00
MUSA Murphy USA Inc. Reduce -19.4% 0.05% +0.00
VAW Vanguard Materials ETF Reduce -5.8% 0.02% +0.00
VRT Vertiv Holdings Co. Class A Reduce -27.5% 0.04% +0.00
SCHD Schwab US DVD Equity ETF Reduce -0.1% 0.08% +0.01
XLE SS Energy Select Sector Reduce -0.0% 0.05% +0.01
EXC Exelon Corp. Reduce -0.7% 0.13% +0.02
NOC Northrop Grumman Corp. Reduce -15.6% 0.84% +0.02
SGOL Abrdn Physical Gold Shares Reduce -2.4% 0.37% +0.03

Portfolio Buys Q4 2025 → Q1 2026
SUNB Sunbelt Rentals Holdings Inc. New 0.48% +0.48
ICE Intercontinental Exchange Inc. Add +205.4% 0.61% +0.40
CAT Caterpillar Inc. Add +6.8% 1.21% +0.31
NFLX Netflix Inc. Add +437.6% 0.34% +0.28
BWXT BWX Technologies Inc. Add +33.8% 0.59% +0.22
CVX Chevron Corp. Add +4.5% 0.55% +0.17
STZ Constellation Brands Inc. Class A Add +239.5% 0.22% +0.16
ENTG Entegris Inc. Add +6.1% 0.41% +0.13
COST Costco Wholesale Corp. Add +16.1% 0.50% +0.13
GGG Graco Inc. Add +24.6% 0.42% +0.10
PG The Procter & Gamble Co. Add +8.9% 0.95% +0.10
SBUX Starbucks Corp. Add +6.8% 0.58% +0.08
KMI Kinder Morgan Inc. Add +0.9% 0.39% +0.08
NOW ServiceNow Inc. Add +92.8% 0.25% +0.06
NXRT Nexpoint Residential Add +105.8% 0.14% +0.06
WMT Walmart Inc. Add +8.9% 0.25% +0.05
UFPI Ufp Industries Inc. Add +12.5% 0.34% +0.05
HD Home Depot Inc. Add +5.9% 1.64% +0.04
GD General Dynamics Corp. Add +0.9% 0.96% +0.04
FTHY First Trust Hi YLD Opp 2027 Add +27.0% 0.20% +0.04
VGLT Vanguard Long-Term Treasury New 0.03% +0.03
ETR Entergy Corp. Add +6.0% 0.12% +0.03
RF Regions Financial Corp. New 0.03% +0.03
KO The Coca-Cola Co. New 0.02% +0.02
MGOV FT Intermed Govt Oppt ETF Add +38.0% 0.09% +0.02
BUD Anheuser-Busch Inbev-SPN ADR New 0.02% +0.02
SPTS SS SPDR P St Term TSY ETF New 0.02% +0.02
DVY iShares Select Dividend ETF Add +0.1% 0.23% +0.02
GS Goldman Sachs Group Inc. Add +3.5% 1.62% +0.02
UNP Union Pacific Corp. New 0.02% +0.02
T AT&T Inc. Add +0.0% 0.11% +0.02
JBHT Hunt (jb) Transprt SVCS Inc. New 0.02% +0.02
VZ Verizon Communications Inc. New 0.02% +0.02
TSM Taiwan Semiconductor-SP ADR Add +0.2% 0.12% +0.01
DE Deere & Co. Add +20.6% 0.04% +0.01
LNG Cheniere Energy Inc. Add +9.4% 0.03% +0.01
FMY First Trust Mortgage Income New 0.01% +0.01
DIS The Walt Disney Co. Add +59.9% 0.04% +0.01
CLOI Vaneck Clo ETF Add +17.2% 0.07% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.2% 0.08% +0.01
BA The Boeing Co. Add +22.4% 0.05% +0.01
VNQ Vanguard Real Estate ETF Add +21.4% 0.03% +0.01
MCD McDonald's Corp. Add +6.3% 0.05% +0.00
CPRT Copart Inc. Add +34.8% 0.03% +0.00
CINF Cincinnati Financial Corp. Add +2.5% 0.59% +0.00
DHI D.R. Horton Inc. Add +13.6% 0.02% +0.00
SGOV iShares 0-3 Month Treasury B Add +0.7% 0.02% +0.00
UPS United Parcel Service Class B Add +0.2% 0.02% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 0.06% −0.01
QQQ Invesco QQQ Trust Series 1 Add +3.1% 0.55% −0.01

Options Activity Q4 2025 → Q1 2026
NVDA Nvidia Corp. put Reduce -99.0% 10 $12K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$1.4BIVV, NVDA, GOOG, AAPL, MSFT
Q1 2026 168$1.4BIVV, NVDA, GOOG, AAPL, MSFT
Q4 2025 162$1.4BIVV, NVDA, GOOG, MSFT, AAPL
Q3 2025 163$1.4BIVV, NVDA, MSFT, AAPL, GOOG
Q2 2025 162$1.2BIVV, NVDA, MSFT, AAPL, GOOG
Q1 2025 161$1.1BIVV, AAPL, MSFT, NVDA, GOOG
Q4 2024 161$1.1BIVV, NVDA, AAPL, MSFT, GOOG
Q3 2024 160$1.1BIVV, MSFT, NVDA, AAPL, GOOG
Q2 2024 158$1.1BIVV, MSFT, NVDA, AAPL, GOOG
Q1 2024 160$1.0BIVV, MSFT, NVDA, AAPL, GOOG