CAPITAL PERFORMANCE ADVISORS LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 199K | $50.56M |
 | NVDA | 126K | $21.91M |
 | PCG | 57K | $1.00M |
 | SNAP | 53K | $241.55K |
 | AMZN | 52K | $10.81M |
 | PLUG | 44K | $99.58K |
 | PECO | 43K | $1.62M |
 | GNW | 42K | $340.98K |
 | MSFT | 37K | $13.68M |
 | BAC | 35K | $1.70M |
 | GOOGL | 32K | $9.23M |
 | SAN | 31K | $345.05K |
 | T | 28K | $819.14K |
 | JPM | 28K | $8.16M |
 | MFG | 24K | $187.63K |
 | NFLX | 23K | $2.19M |
 | BMY | 23K | $1.38M |
 | NU | 22K | $320.34K |
 | BRK-B | 22K | $10.64M |
 | PFE | 20K | $566.88K |
Apple Inc.
AAPL
Shares Held
199K
Value
$50.56M
NVIDIA Corporation
NVDA
Shares Held
126K
Value
$21.91M
PG&E Corporation
PCG
Shares Held
57K
Value
$1.00M
Snap Inc.
SNAP
Shares Held
53K
Value
$241.55K
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$10.81M
Plug Power Inc.
PLUG
Shares Held
44K
Value
$99.58K
Phillips Edison & Co.
PECO
Shares Held
43K
Value
$1.62M
Genworth Financial, Inc.
GNW
Shares Held
42K
Value
$340.98K
Microsoft Corporation
MSFT
Shares Held
37K
Value
$13.68M
Bank of America Corporation
BAC
Shares Held
35K
Value
$1.70M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$9.23M
Banco Santander, S.A.
SAN
Shares Held
31K
Value
$345.05K
AT&T Inc.
T
Shares Held
28K
Value
$819.14K
JPMorgan Chase & Co.
JPM
Shares Held
28K
Value
$8.16M
Mizuho Financial Group, Inc.
MFG
Shares Held
24K
Value
$187.63K
Netflix, Inc.
NFLX
Shares Held
23K
Value
$2.19M
Bristol-Myers Squibb Company
BMY
Shares Held
23K
Value
$1.38M
Nu Holdings Ltd.
NU
Shares Held
22K
Value
$320.34K
Berkshire Hathaway Inc.
BRK-B
Shares Held
22K
Value
$10.64M
Pfizer Inc.
PFE
Shares Held
20K
Value
$566.88K