Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gifford Fong Associates 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Name: Gifford Fong Associates 13F Holdings (2025-12-31)
Creator: ko.io

Gifford Fong Associates (CIK 1740316) reported $501.4M across 122 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: NVDA ($45.9M, 9.16%), AMZN ($22.3M, 4.46%), AAPL ($22.1M, 4.40%), CRM ($19.3M, 3.86%), MSFT ($16.6M, 3.31%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NVDA	NVIDIA CORP	$45.9M	9.16%	246,210	Hold
2	AMZN	AMAZON COM INC	$22.3M	4.46%	96,793	Hold
3	AAPL	APPLE INC	$22.1M	4.40%	81,169	Hold
4	CRM	SALESFORCE COM INC	$19.3M	3.86%	73,009	Added
5	MSFT	MICROSOFT CORP	$16.6M	3.31%	34,302	Hold
6	META	FACEBOOK INC	$14.9M	2.96%	22,500	Hold
7	GOOG	ALPHABET INC	$14.5M	2.88%	46,055	Hold
8	BRK/B	BERKSHIRE HATHAWAY INC DEL	$13.3M	2.66%	26,500	Hold
9	AMD	ADVANCED MICRO DEVICES INC	$12.5M	2.49%	58,318	Added
10	GE	GENERAL ELECTRIC CO	$11.8M	2.35%	38,301	Hold
11	JPM	JPMORGAN CHASE & CO	$11.4M	2.27%	35,296	Hold
12	SHOP	SHOPIFY INC	$11.3M	2.25%	70,000	Hold
13	SYF	SYNCHRONY FINL	$11.0M	2.20%	132,073	Hold
14	GOOGL	ALPHABET INC	$9.7M	1.94%	31,140	Hold
15	WFC	WELLS FARGO CO NEW	$8.2M	1.64%	88,052	Hold
16	XOM	EXXON MOBIL CORP	$7.5M	1.49%	62,066	Hold
17	WMT	WALMART INC	$7.3M	1.46%	65,550	Hold
18	ORCL	ORACLE CORP	$7.3M	1.45%	37,250	Hold
19	C	CITIGROUP INC	$7.2M	1.43%	61,471	Hold
20	OXY	OCCIDENTAL PETE CORP DEL	$7.0M	1.41%	171,429	Hold
21	GS	GOLDMAN SACHS GROUP INC	$7.0M	1.40%	8,000	Hold
22	MA	MASTERCARD INCORPORATED	$6.8M	1.35%	11,829	Hold
23	IVZ	INVESCO LTD	$6.7M	1.34%	255,393	Hold
24	ABBV	ABBVIE INC	$6.4M	1.27%	27,900	Hold
25	GEV	GE VERNOVA INC	$6.3M	1.25%	9,575	Hold

Source: SEC Form 13F filings · as of 2025-12-31