Arkolith/Funds/Motley Fool Asset Management LLC

Motley Fool Asset Management LLC

CIK: 1512814Q1 2026
Active Filer
Portfolio Value
$2.3B
Positions
258
New Buys
15
21 sold
Changes
88 ↑ / 134 ↓

Top HoldingsQ1 2026

258 total positions
#SecurityValueShares% PortChangeΔ Shares
1NVIDIA Corp.
Ordinary Shares
$168.6M966.7K7.2%
ADDED
+90.2K
2Alphabet Inc.
Ordinary Shares
$167.0M582.3K7.2%
ADDED
+61.4K
3Apple Inc.
Ordinary Shares
$146.3M576.5K6.3%
ADDED
+41.6K
4Microsoft Corp.
Ordinary Shares
$112.2M303.1K4.8%
ADDED
+33.5K
5Amazon.com, Inc.
Ordinary Shares
$109.4M525.5K4.7%
ADDED
+33.1K
6Meta Platforms Inc
Ordinary Shares
$76.7M134.1K3.3%
ADDED
+18.9K
7Broadcom Inc
Ordinary Shares
$72.1M233.1K3.1%
ADDED
+22.4K
8JPMorgan Chase & Co.
Ordinary Shares
$62.7M213.2K2.7%
ADDED
+87.3K
9MasterCard Incorporated
Ordinary Shares
$53.2M106.5K2.3%
REDUCED
-13,764
10Costco Wholesale Corporation
Ordinary Shares
$50.9M51.1K2.2%
REDUCED
-9,574
11Visa Inc
Ordinary Shares
$50.2M166.2K2.2%
REDUCED
-25,037
12Walmart Inc
Ordinary Shares
$44.1M355.0K1.9%
REDUCED
-48,783
13Tesla Inc
Ordinary Shares
$41.9M112.6K1.8%
REDUCED
-35,918
14Berkshire Hathaway Inc.
Ordinary Shares
$41.4M86.3K1.8%
ADDED
+767
15Netflix, Inc.
Ordinary Shares
$38.7M402.3K1.7%
REDUCED
-71,781
16Chevron Corp.
Ordinary Shares
$32.3M156.2K1.4%
REDUCED
-30,153
17Lam Research Corporation
Ordinary Shares
$27.8M130.3K1.2%
REDUCED
-3,132
18Advanced Micro Devices Inc.
Ordinary Shares
$26.8M131.8K1.2%
REDUCED
-19,911
19StoneX Group Inc
Ordinary Shares
$21.6M268.3K0.9%
ADDED
+8.3K
20Goldman Sachs Group, Inc.
Ordinary Shares
$21.0M24.8K0.9%
REDUCED
-4,468
21Salesforce Inc.
Ordinary Shares
$20.4M109.1K0.9%
REDUCED
-12,358
22Equinix, Inc.
Ordinary Shares
$18.8M19.1K0.8%
REDUCED
-1,938
23T-Mobile US Inc
Ordinary Shares
$18.3M87.2K0.8%
REDUCED
-17,474
24Intel Corporation
Ordinary Shares
$18.1M410.4K0.8%
NEW
25The TJX Companies Inc.
Ordinary Shares
$16.5M103.0K0.7%
REDUCED
-17,105
Showing top 25 of 258 positions

Filing History

Q1 2026237 pos
$2.3B
Q4 2025243 pos
$2.6B

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 12, 2026