Institutions / MAI Capital Management
MAI Capital Management
CIK 1040197 · Institution · as of Mar 31, 2026
Portfolio value
$17.61B
Positions
4,809
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$17.61B+1.9%Positions
4,809+15.9%Top holdings
Mar 31, 2026View all 4,809 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $1.13B | 6.4% |
| Apple Inc. | $624.69M | 3.5% |
| State Str SPDR S&P 500 ETF T | $624.22M | 3.5% |
| Microsoft Corp | $404.44M | 2.3% |
| iShares Tr | $370.20M | 2.1% |
| Vanguard Tax-Managed Fds | $296.32M | 1.7% |
| NVIDIA Corp | $292.04M | 1.7% |
| Amazon.com Inc | $251.94M | 1.4% |
| iShares Tr | $244.85M | 1.4% |
| Alphabet Inc. | $236.06M | 1.3% |
| Invesco Qqq Tr | $235.36M | 1.3% |
| iShares Tr | $217.95M | 1.2% |
| iShares Tr | $212.80M | 1.2% |
| Vanguard Specialized Funds | $209.90M | 1.2% |
| Vanguard Intl Equity Index F | $204.39M | 1.2% |
| Broadcom Inc. | $187.71M | 1.1% |
| Alphabet Inc. | $184.77M | 1.0% |
| Warren E. Buffett | $178.15M | 1.0% |
| iShares Tr | $167.62M | 1.0% |
| Vanguard Index Fds | $165.29M | 0.9% |
| iShares Inc | $164.55M | 0.9% |
| State Str SPDR S&P Midcap 40 | $162.87M | 0.9% |
| Invesco Exchange Traded Fd T | $147.65M | 0.8% |
| SPDR Series Trust | $144.81M | 0.8% |
| JPMORGAN CHASE & CO | $138.61M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Apple Inc. | $74.78M | +295K +13.60% | 2,461,445 3.55% of portfolio | high |
| Q1 2026 as of | Add | 092528603 | $69.63M | +1.3M +37306.73% | 1,344,398 0.40% of portfolio | high |
| Q1 2026 as of | Add | Warren E. Buffett | $51.95M | +108K +41.17% | 371,776 1.01% of portfolio | high |
| Q1 2026 as of | Trim | Unitedhealth Group Inc | $-36.13M | -134K -68.54% | 61,301 0.09% of portfolio | medium |
| Q1 2026 as of | Add | 922908769 | $35.83M | +112K +27.68% | 515,234 0.94% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp | $32.73M | +88K +8.80% | 1,092,568 2.30% of portfolio | medium |
| Q1 2026 as of | Add | 78464A763 | $29.27M | +201K +25.33% | 992,290 0.82% of portfolio | medium |
| Q1 2026 as of | Add | NVIDIA Corp | $26.92M | +154K +10.16% | 1,674,523 1.66% of portfolio | medium |
| Q1 2026 as of | Add | 46137V357 | $26.03M | +136K +21.40% | 769,321 0.84% of portfolio | medium |
| Q1 2026 as of | Add | 78462F103 | $20.62M | +32K +3.42% | 959,838 3.54% of portfolio | medium |