Institutional manager
Lido Advisors, LLC
Holds positions in 481 of the S&P 500, worth $9.00bn as reported for the quarter ended 31-mar-2026.
Positions held481of 488 index companies covered
Reported value$9.00bnS&P 500 positions only
Top ten weight48%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 481 held. The rest are smaller than every one of these.
Apple Inc.AAPL3.8m$975mInformation TechnologyNvidiaNVDA5.4m$939mInformation TechnologyMicrosoftMSFT1.9m$710mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.8m$510mCommunication ServicesAmazonAMZN1.8m$372mConsumer DiscretionaryBroadcomAVGO725,801$225mInformation TechnologyBerkshire HathawayBRK.B325,163$161mFinancialsJPMorgan ChaseJPM539,119$159mFinancialsTesla, Inc.TSLA364,691$136mConsumer DiscretionaryMeta PlatformsMETA232,238$133mCommunication ServicesCostcoCOST120,300$120mConsumer StaplesExxonMobilXOM682,729$116mEnergyPNC Financial ServicesPNC513,633$107mFinancialsLilly (Eli)LLY108,867$100mHealth CareWalmartWMT791,815$99mConsumer StaplesNetflixNFLX1.0m$98mCommunication ServicesAbbVieABBV432,465$94mHealth CareJohnson & JohnsonJNJ368,309$90mHealth CareGoldman SachsGS98,201$83mFinancialsPalantir TechnologiesPLTR535,941$78mInformation TechnologyHome Depot (The)HD237,047$78mConsumer DiscretionaryTaiwan Semiconductor ManufacturingTSM228,581$77mVisa Inc.V251,792$76mFinancialsMicron TechnologyMU210,903$71mInformation TechnologyApplied MaterialsAMAT196,070$67mInformation TechnologyRTX CorporationRTX335,436$65mIndustrialsLam ResearchLRCX268,197$57mInformation TechnologyCaterpillar Inc.CAT77,444$55mIndustrialsAnalog DevicesADI166,697$53mInformation TechnologyMcKesson CorporationMCK61,050$53mHealth CareUnitedHealth GroupUNH193,247$52mHealth CareMastercardMA101,679$51mFinancialsSalesforceCRM259,594$48mInformation TechnologyChevron CorporationCVX232,503$48mEnergyCharles Schwab CorporationSCHW502,606$47mFinancialsPalo Alto NetworksPANW282,970$45mInformation TechnologyCiscoCSCO542,504$42mInformation TechnologyEssex Property TrustESS169,913$42mReal EstateKLA CorporationKLAC27,423$40mInformation TechnologyMerck & Co.MRK330,201$40mHealth CareOracle CorporationORCL267,748$39mInformation TechnologyEaton CorporationETN109,718$39mIndustrialsProcter & GamblePG267,535$39mConsumer StaplesL3HarrisLHX110,249$38mIndustrialsGE AerospaceGE133,672$38mIndustrialsConocoPhillipsCOP287,312$38mEnergyGE VernovaGEV42,712$37mIndustrialsDeere & CompanyDE61,760$35mIndustrialsQuanta ServicesPWR63,059$35mIndustrialsBlackRockBLK35,996$35mFinancialsMorgan StanleyMS208,195$34mFinancialsMcDonald'sMCD101,474$32mConsumer DiscretionaryNextEra EnergyNEE331,023$31mUtilitiesJ.B. HuntJBHT142,073$30mIndustrialsTJX CompaniesTJX184,395$29mConsumer DiscretionaryZimmer BiometZBH323,507$29mHealth CareGeneral DynamicsGD82,494$28mIndustrialsAmgenAMGN78,365$28mHealth CareServiceNowNOW263,396$28mInformation TechnologyIntuitive SurgicalISRG59,713$28mHealth Care
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.