COLLIER FINANCIAL
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 6K | $2.50M |
 | AUR | 3K | $13.13K |
 | RCD | 804 | $43.05K |
 | SSB | 761 | $70.44K |
 | BAC | 585 | $28.50K |
 | AAPL | 584 | $148.25K |
 | XEL | 476 | $37.78K |
 | EQR | 413 | $24.45K |
 | DHI | 400 | $54.89K |
 | MMM | 340 | $49.40K |
 | PG | 306 | $44.27K |
 | WELL | 304 | $60.02K |
 | AVGO | 298 | $92.13K |
 | SBUX | 293 | $26.22K |
 | LMT | 263 | $159.10K |
 | WMT | 246 | $30.54K |
 | PANW | 240 | $38.48K |
 | HD | 211 | $69.46K |
 | DIS | 197 | $19.00K |
 | JPM | 190 | $55.93K |
S&P Global Inc.
SPGI
Shares Held
6K
Value
$2.50M
Aurora Innovation, Inc.
AUR
Shares Held
3K
Value
$13.13K
Ready Capital Corporation Notes -15.12.29
RCD
Shares Held
804
Value
$43.05K
SouthState Bank Corp.
SSB
Shares Held
761
Value
$70.44K
Bank of America Corporation
BAC
Shares Held
585
Value
$28.50K
Apple Inc.
AAPL
Shares Held
584
Value
$148.25K
Xcel Energy Inc.
XEL
Shares Held
476
Value
$37.78K
Equity Residential
EQR
Shares Held
413
Value
$24.45K
D.R. Horton, Inc.
DHI
Shares Held
400
Value
$54.89K
3M Company
MMM
Shares Held
340
Value
$49.40K
The Procter & Gamble Company
PG
Shares Held
306
Value
$44.27K
Welltower Inc.
WELL
Shares Held
304
Value
$60.02K
Broadcom Inc.
AVGO
Shares Held
298
Value
$92.13K
Starbucks Corporation
SBUX
Shares Held
293
Value
$26.22K
Lockheed Martin Corporation
LMT
Shares Held
263
Value
$159.10K
Walmart Inc.
WMT
Shares Held
246
Value
$30.54K
Palo Alto Networks, Inc.
PANW
Shares Held
240
Value
$38.48K
The Home Depot, Inc.
HD
Shares Held
211
Value
$69.46K
The Walt Disney Company
DIS
Shares Held
197
Value
$19.00K
JPMorgan Chase & Co.
JPM
Shares Held
190
Value
$55.93K