Spg Advisors as of March 31, 2026
Portfolio Holdings for Spg Advisors
Spg Advisors holds 10 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 |
|---|---|---|---|---|---|
| Amazon (AMZN) | 33.6 | $2.2M | 11k | 208.27 | |
| Microsoft Corporation (MSFT) | 18.1 | $1.2M | 3.8k | 311.31 | |
| Apple (AAPL) | 9.5 | $625k | 2.5k | 253.74 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 8.5 | $555k | 5.5k | 100.67 | |
| Costco Wholesale Corporation (COST) | 8.2 | $536k | 537.00 | 997.19 | |
| Spdr Series Trust State Street Spd (BIL) | 5.7 | $372k | 4.1k | 91.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.1 | $337k | 1.0k | 320.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $331k | 690.00 | 479.20 | |
| Boeing Company (BA) | 3.2 | $209k | 1.0k | 199.03 | |
| Equifax (EFX) | 3.1 | $204k | 1.1k | 180.07 |
