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.
Motley Fool Asset Management LLC (CIK 1512814) reported $2.33B across 237 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($168.6M, 7.25%), GOOG ($167.0M, 7.18%), AAPL ($146.3M, 6.29%), MSFT ($112.2M, 4.82%), AMZN ($109.4M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $168.6M | 7.25% | 966,682 | Added |
| 2 | GOOG | Alphabet Inc. | $167.0M | 7.18% | 582,276 | Added |
| 3 | AAPL | Apple Inc. | $146.3M | 6.29% | 576,526 | Added |
| 4 | MSFT | Microsoft Corp. | $112.2M | 4.82% | 303,071 | Added |
| 5 | AMZN | Amazon.com, Inc. | $109.4M | 4.71% | 525,471 | Added |
| 6 | META | Meta Platforms Inc | $76.7M | 3.30% | 134,101 | Added |
| 7 | AVGO | Broadcom Inc | $72.1M | 3.10% | 233,110 | Added |
| 8 | JPM | JPMorgan Chase & Co. | $62.7M | 2.70% | 213,168 | Added |
| 9 | MA | MasterCard Incorporated | $53.2M | 2.29% | 106,535 | Trimmed |
| 10 | COST | Costco Wholesale Corporation | $50.9M | 2.19% | 51,076 | Trimmed |
| 11 | V | Visa Inc | $50.2M | 2.16% | 166,169 | Trimmed |
| 12 | WMT | Walmart Inc | $44.1M | 1.90% | 355,013 | Trimmed |
| 13 | TSLA | Tesla Inc | $41.9M | 1.80% | 112,605 | Trimmed |
| 14 | BRK/B | Berkshire Hathaway Inc. | $41.4M | 1.78% | 86,343 | Added |
| 15 | NFLX | Netflix, Inc. | $38.7M | 1.66% | 402,323 | Trimmed |
| 16 | CVX | Chevron Corp. | $32.3M | 1.39% | 156,179 | Trimmed |
| 17 | LRCX | Lam Research Corporation | $27.8M | 1.20% | 130,315 | Trimmed |
| 18 | AMD | Advanced Micro Devices Inc. | $26.8M | 1.15% | 131,762 | Trimmed |
| 19 | SNEX | StoneX Group Inc | $21.6M | 0.93% | 268,268 | Added |
| 20 | GS | Goldman Sachs Group, Inc. | $21.0M | 0.90% | 24,766 | Trimmed |
| 21 | CRM | Salesforce Inc. | $20.4M | 0.88% | 109,121 | Trimmed |
| 22 | EQIX | Equinix, Inc. | $18.8M | 0.81% | 19,135 | Trimmed |
| 23 | TMUS | T-Mobile US Inc | $18.3M | 0.79% | 87,178 | Trimmed |
| 24 | INTC | Intel Corporation | $18.1M | 0.78% | 410,372 | New |
| 25 | TJX | The TJX Companies Inc. | $16.5M | 0.71% | 103,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31