ADVISER INVESTMENTS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 792K | $199.94M |
 | SAN | 777K | $8.77M |
 | QLYS | 549K | $48.21M |
 | NEE | 442K | $41.07M |
 | MSFT | 420K | $155.53M |
 | JPM | 391K | $114.99M |
 | NVDA | 380K | $65.88M |
 | WMT | 367K | $45.66M |
 | PG | 351K | $50.67M |
 | JNJ | 322K | $78.76M |
 | GOOGL | 310K | $89.14M |
 | TJX | 308K | $49.26M |
 | XOM | 299K | $50.77M |
 | CSCO | 269K | $20.87M |
 | PFE | 266K | $7.47M |
 | ABBV | 253K | $54.93M |
 | ABT | 248K | $25.47M |
 | AMZN | 241K | $50.16M |
 | AVGO | 232K | $71.84M |
 | SCHW | 228K | $21.41M |
Apple Inc.
AAPL
Shares Held
792K
Value
$199.94M
Banco Santander, S.A.
SAN
Shares Held
777K
Value
$8.77M
Qualys, Inc.
QLYS
Shares Held
549K
Value
$48.21M
NextEra Energy, Inc.
NEE
Shares Held
442K
Value
$41.07M
Microsoft Corporation
MSFT
Shares Held
420K
Value
$155.53M
JPMorgan Chase & Co.
JPM
Shares Held
391K
Value
$114.99M
NVIDIA Corporation
NVDA
Shares Held
380K
Value
$65.88M
Walmart Inc.
WMT
Shares Held
367K
Value
$45.66M
The Procter & Gamble Company
PG
Shares Held
351K
Value
$50.67M
Johnson & Johnson
JNJ
Shares Held
322K
Value
$78.76M
Alphabet Inc.
GOOGL
Shares Held
310K
Value
$89.14M
The TJX Companies, Inc.
TJX
Shares Held
308K
Value
$49.26M
Exxon Mobil Corporation
XOM
Shares Held
299K
Value
$50.77M
Cisco Systems, Inc.
CSCO
Shares Held
269K
Value
$20.87M
Pfizer Inc.
PFE
Shares Held
266K
Value
$7.47M
AbbVie Inc.
ABBV
Shares Held
253K
Value
$54.93M
Abbott Laboratories
ABT
Shares Held
248K
Value
$25.47M
Amazon.com, Inc.
AMZN
Shares Held
241K
Value
$50.16M
Broadcom Inc.
AVGO
Shares Held
232K
Value
$71.84M
The Charles Schwab Corporation
SCHW
Shares Held
228K
Value
$21.41M