account_balance

Investment manager · 13F filer · SEC CIK 2157285

Rothwell Investment Advisors, LLC

Reported value$187Mas of Sep 30, 2026
Positions1,140
Top 10 weight31.1%AAPL alone is 5%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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. 5.2% NVDA NVIDIA Corp 4.7% GOOG Alphabet Inc. 4.4% MSFT Microsoft Corp 3.6% AMZN Amazon.com Inc 3.5% META Meta Platforms, Inc. 2.2%
SGOV iShares 0-3 2.2%
MU Micron Technology Inc 1.9% AMD Advanced Micro Devices Inc 1.8% PLTR Palantir Technologies Inc. 1.5% LRCX Lam Research Corp 1.5% FTNT Fortinet, Inc. 1.2%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist