Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Formidable Asset Management, LLC (CIK 1592613) reported $647.7M across 380 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($49.1M, 7.58%), PG ($36.6M, 5.66%), NVDA ($26.5M, 4.10%), MSFT ($22.3M, 3.44%), KONG ($19.5M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $49.1M | 7.58% | 180,502 | Trimmed |
| 2 | PG | PROCTER AND GAMBLE CO | $36.6M | 5.66% | 255,617 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $26.5M | 4.10% | 142,610 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $22.3M | 3.44% | 46,716 | Trimmed |
| 5 | KONG | ETF OPPORTUNITIES TRUST | $19.5M | 3.02% | 639,923 | Trimmed |
| 6 | META | META PLATFORMS INC | $18.9M | 2.92% | 28,890 | Added |
| 7 | FORH | ETF OPPORTUNITIES TRUST | $17.8M | 2.75% | 738,916 | Trimmed |
| 8 | GOOG | ALPHABET INC | $13.0M | 2.01% | 41,618 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $12.9M | 1.98% | 11,961 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $9.0M | 1.39% | 38,873 | Trimmed |
| 11 | BABA | ALIBABA GROUP HLDG LTD | $8.9M | 1.37% | 60,442 | Added |
| 12 | TSLA | TESLA INC | $8.8M | 1.36% | 19,559 | Added |
| 13 | JPM | JPMORGAN CHASE & CO. | $8.7M | 1.34% | 26,899 | Added |
| 14 | EXG | EATON VANCE TAX-MANAGED GLOB | $8.0M | 1.24% | 843,399 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $8.0M | 1.24% | 25,578 | Trimmed |
| 16 | QUAL | ISHARES TR | $7.1M | 1.10% | 35,843 | Trimmed |
| 17 | GGN | GAMCO GLOBAL GOLD NAT RES & | $7.1M | 1.10% | 1.4M | Trimmed |
| 18 | AVGO | BROADCOM INC | $6.5M | 1.00% | 18,776 | Trimmed |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.2M | 0.96% | 66,749 | Added |
| 20 | CHE | CHEMED CORP NEW | $6.1M | 0.94% | 14,447 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $5.6M | 0.87% | 26,866 | Trimmed |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $5.6M | 0.86% | 110,619 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.3M | 0.82% | 10,522 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $5.0M | 0.78% | 62,885 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $4.8M | 0.74% | 39,980 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31