account_balance
Investment manager · 13F filer · SEC CIK 1912040
Cordgrass Capital Advisors, LLC
Reported value$269Mas of Sep 30, 2026
Positions229 8 new, 3 sold out
Top 10 weight33.1%AAPL alone is 6%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.0%
CATCaterpillar Inc
4.7%
VOOVanguard Index FDS
4.2%
GOOGAlphabet Inc.
3.3%
LNCLincoln National Corp
3.3%
COSTCostco Wholesale Corp
3.0%
PENPenumbra Inc
2.4%
IWMiShares Tr
2.2%Trimmed −2%
RSPInvesco Exchange Traded Fd T
2.0%Added +3%
JNJJohnson & Johnson
2.0%
VVisa Inc.
2.0%
MSFTMicrosoft Corp
1.9%
AAPLApple Inc.
6.0%
CATCaterpillar Inc
4.7%
VOOVanguard Index FDS
4.2%
GOOGAlphabet Inc.
3.3%
LNCLincoln National Corp
3.3%
COSTCostco Wholesale Corp
3.0%
PENPenumbra Inc
2.4%
IWMiShares Tr
2.2%
RSPInvesco Exchange Traded Fd T
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.0% HeldCAT Caterpillar Inc 4.7% Held
VOO Vanguard Index FDS 4.2% Held
GOOG Alphabet Inc. 3.3% HeldLNC Lincoln National Corp 3.3% HeldCOST Costco Wholesale Corp 3.0% HeldPEN Penumbra Inc 2.4% HeldIWM iShares Tr 2.2% Trimmed −2%
RSP Invesco Exchange Traded Fd T 2.0% Added +3%
JNJ Johnson & Johnson 2.0% HeldV Visa Inc. 2.0% HeldMSFT Microsoft Corp 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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