StockDriftsStockDriftsTop 50 Capital Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.5% | 36.2K | $4.7M | — | — | — | 2022-12-31 |
| NVEE | NV5 GLOBAL INC | 6.37% | 34.9K | $4.6M | — | — | — | 2022-12-31 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.52% | 13.0K | $4.0M | — | — | — | 2022-12-31 |
| PFE | PFIZER INC | 5.06% | 71.6K | $3.7M | — | — | — | 2022-12-31 |
| ANET | ARISTA NETWORKS INC | 3.86% | 23.1K | $2.8M | — | — | — | 2022-12-31 |
| URI | UNITED RENTALS INC | 3.47% | 7.1K | $2.5M | — | — | — | 2022-12-31 |
| BLK | BLACKROCK INC | 2.93% | 3.0K | $2.1M | — | — | — | 2022-12-31 |
| MRNA | MODERNA INC | 2.88% | 11.6K | $2.1M | — | — | — | 2022-12-31 |
| MA | MASTERCARD INCORPORATED | 2.64% | 5.5K | $1.9M | — | — | — | 2022-12-31 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.63% | 25.6K | $1.9M | — | — | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Capital Financial Services, Llc reports $72.47M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.5%), NVEE (6.4%) and BRKB (5.5%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Capital Financial Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1926723). View Capital Financial Services, Llc’s 13F filings on SEC