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.
MAI Capital Management (CIK 1040197) reported $17.72B across 4,522 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($1.13B, 6.38%), SPY ($652.3M, 3.68%), AAPL ($631.8M, 3.57%), MSFT ($409.5M, 2.31%), IJH ($370.2M, 2.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.13B | 6.38% | 1.7M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $652.3M | 3.68% | 1.0M | Added |
| 3 | AAPL | APPLE INC | $631.8M | 3.57% | 2.5M | Added |
| 4 | MSFT | MICROSOFT CORP | $409.5M | 2.31% | 1.1M | Added |
| 5 | IJH | ISHARES TR | $370.2M | 2.09% | 5.5M | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $296.3M | 1.67% | 4.6M | Added |
| 7 | NVDA | NVIDIA CORPORATION | $293.1M | 1.65% | 1.7M | Added |
| 8 | AMZN | AMAZON COM INC | $252.8M | 1.43% | 1.2M | Added |
| 9 | IJR | ISHARES TR | $244.9M | 1.38% | 2.0M | Trimmed |
| 10 | GOOGL | ALPHABET INC | $238.2M | 1.34% | 828,418 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $235.9M | 1.33% | 408,780 | Added |
| 12 | IEFA | ISHARES TR | $218.0M | 1.23% | 2.4M | Added |
| 13 | IVE | ISHARES TR | $212.8M | 1.20% | 1.0M | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $209.9M | 1.18% | 976,020 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $204.4M | 1.15% | 3.8M | Added |
| 16 | AVGO | BROADCOM INC | $188.8M | 1.07% | 610,088 | Trimmed |
| 17 | GOOG | ALPHABET INC | $186.6M | 1.05% | 650,615 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.2M | 1.01% | 372,176 | Added |
| 19 | IWF | ISHARES TR | $167.6M | 0.95% | 393,112 | Trimmed |
| 20 | IEMG | ISHARES INC | $164.5M | 0.93% | 2.4M | Added |
| 21 | VTI | VANGUARD INDEX FDS | $165.3M | 0.93% | 515,234 | Added |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $162.9M | 0.92% | 264,073 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $147.6M | 0.83% | 769,321 | Added |
| 24 | SDY | SPDR SERIES TRUST | $144.8M | 0.82% | 992,290 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $138.7M | 0.78% | 471,411 | Added |
Source: SEC Form 13F filings · as of 2026-03-31