Holdings of Nadler Financial Group, Inc.
124 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 62.9 % of the equity sleeve
Sector breakdown
- Funds 16.6 %
- Technology 5.2 %
- Financials 2.2 %
- Communication 1.5 %
- Consumer discretionary 1.4 %
- Consumer staples 0.8 %
- Health care 0.8 %
- Industrials 0.4 %
- Energy 0.2 %
- Utilities 0.1 %
- Unattributed 70.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 123 | 1B $ | 99.95 % |
| 2 | TW | 1 | 543.8K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | SELECT SECTOR SPDR TRUST (THE) | 2,735 | 303.2K $ | |
| 102 | Hershey Co/The | 1,417 | 294.6K $ | |
| 103 | American Electric Power Co Inc | 2,186 | 286.5K $ | |
| 104 | Gilead Sciences Inc | 2,020 | 281.5K $ | |
| 105 | Palo Alto Networks Inc | 1,735 | 278.2K $ | |
| 106 | Goldman Sachs Group Inc/The | 327 | 276.9K $ | |
| 107 | iShares ESG Aware MSCI EAFE ETF | 2,880 | 275.4K $ | |
| 108 | Dominion Energy Inc | 4,132 | 255.4K $ | |
| 109 | Select Sector Spdr Trust | 1,565 | 253.1K $ | |
| 110 | McKesson Corp | 290 | 251K $ | |
| 111 | Vanguard High Dividend Yield E | 1,691 | 250.4K $ | |
| 112 | Fifth Third Bancorp | 5,374 | 249.7K $ | |
| 113 | Waste Management Inc | 1,085 | 249.3K $ | |
| 114 | Micron Technology Inc | 720 | 243.4K $ | |
| 115 | iShares Trust | 5,135 | 240.5K $ | |
| 116 | Marriott International Inc/MD | 655 | 214.2K $ | |
| 117 | Lowe's Cos Inc | 884 | 208.9K $ | |
| 118 | Intel Corp | 4,723 | 208.4K $ | |
| 119 | Illinois Tool Works Inc | 789 | 205.2K $ | |
| 120 | Fastenal Co | 4,413 | 204.8K $ | |
| 121 | Motorola Solutions Inc | 465 | 201.8K $ | |
| 122 | Albertsons Cos Inc | 10,799 | 184K $ | |
| 123 | Kimbell Royalty Partners LP | 11,182 | 161.8K $ | |
| 124 | Medical Properties Trust Inc | 21,000 | 97.2K $ |