Terminal · Institutions

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

MAINSAIL ASSET MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MAINSAIL ASSET MANAGEMENT, LLC (CIK 2016972) reported $222.8M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($42.3M, 18.99%), VUG ($41.9M, 18.80%), CTAS ($17.7M, 7.97%), MINT ($15.0M, 6.75%), ICSH ($13.7M, 6.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD INDEX FDS$42.3M18.99%215,626Added
2VUGVANGUARD INDEX FDS$41.9M18.80%95,902Trimmed
3CTASCINTAS CORP$17.7M7.97%104,910Added
4MINTPIMCO ETF TR$15.0M6.75%149,406Trimmed
5ICSHISHARES TR$13.7M6.16%270,916Trimmed
6VBRVANGUARD INDEX FDS$6.5M2.92%29,982Added
7VBKVANGUARD INDEX FDS$5.8M2.61%19,266Added
8AAPLAPPLE INC$5.8M2.61%22,929Added
9DFNMDIMENSIONAL ETF TRUST$4.9M2.18%101,469Added
10VIGVANGUARD SPECIALIZED FUNDS$4.0M1.78%18,469Trimmed
11VYMVANGUARD WHITEHALL FDS$3.6M1.63%24,456Trimmed
12VTIVANGUARD INDEX FDS$3.4M1.53%10,597Added
13VGTVANGUARD WORLD FD$3.3M1.47%4,697Added
14MSFTMICROSOFT CORP$2.7M1.19%7,183Added
15NVDANVIDIA CORPORATION$2.2M1.01%12,841Added
16PLTRPALANTIR TECHNOLOGIES INC$2.1M0.93%14,234Trimmed
17GOOGALPHABET INC$2.0M0.92%7,116Added
18AMZNAMAZON COM INC$2.0M0.91%9,784Trimmed
19GLDSPDR GOLD TR$1.6M0.70%3,643Hold
20CLOABLACKROCK ETF TRUST II$1.5M0.69%29,455Trimmed
21TSLATESLA INC$1.5M0.67%4,017Added
22EFAISHARES TR$1.5M0.66%15,047Hold
23NFLXNETFLIX INC.$1.3M0.60%13,865Added
24JPMJPMORGAN CHASE & CO$1.3M0.56%4,266Added
25WMTWALMART INC$1.2M0.55%9,853Added

Source: SEC Form 13F filings · as of 2026-03-31