Institutional manager
Aptus Capital Advisors, LLC
Holds positions in 359 of the S&P 500, worth $4.05bn as reported for the quarter ended 31-mar-2026.
Positions held359of 488 index companies covered
Reported value$4.05bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 359 held. The rest are smaller than every one of these.
NvidiaNVDA1.7m$291mInformation TechnologyApple Inc.AAPL1.1m$284mInformation TechnologyAlphabet Inc. (Class A)GOOGL708,628$203mCommunication ServicesMicrosoftMSFT536,754$199mInformation TechnologyAmazonAMZN706,950$147mConsumer DiscretionaryBroadcomAVGO288,491$89mInformation TechnologyJPMorgan ChaseJPM297,342$87mFinancialsExxonMobilXOM493,998$84mEnergyMeta PlatformsMETA133,349$76mCommunication ServicesWalmartWMT608,573$76mConsumer StaplesVisa Inc.V227,751$69mFinancialsTesla, Inc.TSLA180,936$67mConsumer DiscretionaryBerkshire HathawayBRK.B130,294$62mFinancialsCaterpillar Inc.CAT78,785$56mIndustrialsLilly (Eli)LLY52,722$48mHealth CareJohnson & JohnsonJNJ193,144$47mHealth CareDiamondback EnergyFANG210,257$42mEnergyProgressive CorporationPGR200,318$40mFinancialsSouthern CompanySO381,106$37mUtilitiesProcter & GamblePG253,070$37mConsumer StaplesPepsiCoPEP228,499$35mConsumer StaplesQuanta ServicesPWR62,985$35mIndustrialsNetflixNFLX336,709$32mCommunication ServicesLinde plcLIN65,278$32mMaterialsChevron CorporationCVX152,848$32mEnergyPNC Financial ServicesPNC151,073$31mFinancialsBlackRockBLK32,418$31mFinancialsCostcoCOST30,381$30mConsumer StaplesLam ResearchLRCX138,368$30mInformation TechnologyAbbVieABBV134,719$29mHealth CareDuke EnergyDUK214,516$28mUtilitiesIntuitive SurgicalISRG60,166$28mHealth CareMcDonald'sMCD86,935$27mConsumer DiscretionaryEnergy Transfer LPET1.4m$27mAmphenolAPH192,162$24mInformation TechnologyCSX CorporationCSX573,399$24mIndustrialsCitigroupC207,123$23mFinancialsPalantir TechnologiesPLTR158,972$23mInformation TechnologyMerck & Co.MRK192,739$23mHealth CareCiscoCSCO296,427$23mInformation TechnologyThermo Fisher ScientificTMO46,240$23mHealth CareLowe'sLOW95,919$23mConsumer DiscretionaryNextEra EnergyNEE238,045$22mUtilitiesApplied MaterialsAMAT63,899$22mInformation TechnologyGoldman SachsGS25,612$22mFinancialsRTX CorporationRTX108,244$21mIndustrialsGE AerospaceGE73,183$21mIndustrialsMicron TechnologyMU60,102$20mInformation TechnologyHome Depot (The)HD61,403$20mConsumer DiscretionaryAdvanced Micro DevicesAMD96,923$20mInformation TechnologyAltriaMO295,527$20mConsumer StaplesOracle CorporationORCL132,380$19mInformation TechnologyDevon EnergyDVN370,411$19mEnergyCrowdStrikeCRWD47,664$19mInformation TechnologyTJX CompaniesTJX116,238$19mConsumer DiscretionaryServiceNowNOW172,396$18mInformation TechnologyNorthrop GrummanNOC25,899$18mIndustrialsT-Mobile USTMUS82,185$17mCommunication ServicesMorgan StanleyMS104,307$17mFinancialsHoneywell TechnologiesHON74,289$17mIndustrials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.