Positano Wealth Management as of March 31, 2026
Portfolio Holdings for Positano Wealth Management
Positano Wealth Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 15.7 | $21M | 74k | 287.56 | |
| NVIDIA Corporation (NVDA) | 15.7 | $21M | 121k | 174.40 | |
| Microsoft Corporation (MSFT) | 12.2 | $17M | 45k | 370.17 | |
| Visa Com Cl A (V) | 10.9 | $15M | 49k | 302.24 | |
| Chubb (CB) | 9.9 | $13M | 41k | 325.93 | |
| Marriott Intl Cl A (MAR) | 7.6 | $10M | 31k | 327.07 | |
| salesforce (CRM) | 5.8 | $7.9M | 42k | 186.67 | |
| Micron Technology (MU) | 5.7 | $7.7M | 23k | 337.84 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.0 | $6.8M | 20k | 337.95 | |
| Qualcomm (QCOM) | 3.2 | $4.4M | 34k | 128.78 | |
| Hewlett Packard Enterprise (HPE) | 3.2 | $4.3M | 180k | 23.81 | |
| Broadcom (AVGO) | 1.6 | $2.2M | 7.1k | 309.51 | |
| Apple (AAPL) | 0.9 | $1.3M | 4.9k | 253.79 | |
| Uber Technologies (UBER) | 0.6 | $765k | 11k | 71.93 | |
| Intuit (INTU) | 0.6 | $748k | 1.7k | 432.38 | |
| Fiserv (FISV) | 0.5 | $654k | 12k | 55.80 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 0.3 | $441k | 25k | 17.37 | |
| Meta Platforms Cl A (META) | 0.3 | $377k | 659.00 | 572.13 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $328k | 2.4k | 136.76 | |
| Ciena Corp Com New (CIEN) | 0.1 | $96k | 246.00 | 388.23 | |
| Markel Corporation (MKL) | 0.0 | $25k | 13.00 | 1914.08 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $24k | 97.00 | 243.08 | |
| S&p Global (SPGI) | 0.0 | $17k | 41.00 | 425.34 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $14k | 64.00 | 216.58 |
