Instuitional Investor - Paul John Balson

Fund Profile
Filing Period:
Fund Name: Paul John Balson
Portfolio Value $485,627,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 2,611,743 $346,552,000 71.36%
2. TSLA 60,225 $14,166,000 2.91%
3.
Invesco Qqq Trust Etf
29,043 $9,112,000 1.87%
4. AMZN 50,520 $8,227,000 1.69%
5. SPY 19,629 $7,339,000 1.51%