Arkolith/Funds/Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

CIK: 1297376Q1 2026
Active Filer
Portfolio Value
$6.0B
Positions
1524
New Buys
82
71 sold
Changes
700 ↑ / 633 ↓

Top HoldingsQ1 2026

1524 total positions
#SecurityValueShares% PortChangeΔ Shares
1ALPHABET INC
CAP STK CL A
$160.0M556.3K2.7%
REDUCED
-41,110
2AMAZON COM INC
COM
$155.4M746.3K2.6%
REDUCED
-26,380
3APPLE INC
COM
$133.3M525.4K2.2%
REDUCED
-22,351
4MICROSOFT CORP
COM
$101.7M274.7K1.7%
REDUCED
-6,735
5WALMART INC
COM
$93.2M749.7K1.5%
REDUCED
-57,588
6META PLATFORMS INC
CL A
$86.9M151.8K1.4%
REDUCED
-2,643
7VERIZON COMMUNICATIONS INC
COM
$60.2M1.20M1.0%
REDUCED
-35,624
8VISA INC
COM CL A
$58.1M192.2K1.0%
REDUCED
-3,442
9MASTERCARD INCORPORATED
CL A
$56.5M113.0K0.9%
REDUCED
-3,165
10BROADCOM INC
COM
$42.3M136.7K0.7%
REDUCED
-12,018
11MERCK & CO INC
COM
$42.0M349.5K0.7%
ADDED
+6.8K
12JOHNSON & JOHNSON
COM
$40.8M166.8K0.7%
REDUCED
-13,108
13SHOPIFY INC
CL A SUB VTG SHS
$40.3M339.6K0.7%
REDUCED
-6,652
14CHEVRON CORPORATION
COM
$39.8M192.3K0.7%
REDUCED
-834
15INTERNATIONAL BUSINESS MACHS
COM
$38.4M158.4K0.6%
REDUCED
-5,579
16COSTCO WHOLESALE CORPORATION
COM
$37.2M37.3K0.6%
ADDED
+979
17CORNING INC
COM
$36.7M270.2K0.6%
REDUCED
-38,046
18AMGEN INC
COM
$36.5M103.8K0.6%
REDUCED
-3,101
19AT&T INC
COM
$36.3M1.25M0.6%
REDUCED
-79,622
20CISCO SYS INC
COM
$35.7M460.7K0.6%
REDUCED
-57,521
21UNITED PARCEL SVCS INC
CL B
$34.1M346.6K0.6%
ADDED
+23.3K
22TEXAS INSTRS INC
COM
$33.1M170.7K0.6%
ADDED
+10.0K
23T-MOBILE US INC
COM
$31.1M148.3K0.5%
ADDED
+919
24AMERICAN EXPRESS CO
COM
$30.9M102.2K0.5%
REDUCED
-3,682
25COCA COLA CO
COM
$28.9M380.2K0.5%
REDUCED
-2,063
Showing top 25 of 1524 positions

Filing History

Q1 20261453 pos
$6.0B
Q4 20251440 pos
$6.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 15, 2026