StockDriftsStockDriftsTop 50 Rothwell Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.18% | 29.0K | $9.7M | new | $311.19(+10.02%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 4.74% | 38.7K | $8.8M | new | $214.24(-12.88%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.43% | 24.3K | $8.3M | new | $347.03(-18.18%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.58% | 13.1K | $6.7M | new | $442.96(+19.79%) | 2026-09-30 | |
| AMZN | AMAZON COM | 3.47% | 26.1K | $6.5M | new | $243.74(+6.38%) | 2026-09-30 | |
| META | META PLATFORMS | 2.2% | 5.7K | $4.1M | new | $644.23(-5.29%) | 2026-09-30 | |
| SGOV | ISHARES 0-3 | 2.18% | 40.5K | $4.1M | new | $100.67(-0.22%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY | 1.94% | 3.4K | $3.6M | new | $1109.70(-37.82%) | 2026-09-30 | |
| AMD | ADVANCED MICRO | 1.82% | 5.6K | $3.4M | new | $596.33(-24.70%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES | 1.52% | 15.2K | $2.8M | new | $151.86(+5.61%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Rothwell Investment Advisors LLC reports $186.86M in US-listed equity holdings across 1,140 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), NVDA (4.7%) and GOOG (4.4%). The top 20 holdings account for 40.73% of reported assets. Figures reflect the Q3 2026 filing.
Sign up free to track Rothwell Investment Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rothwell Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2157285). View Rothwell Investment Advisors LLC’s 13F filings on SEC