Colton Groome Financial Advisors, LLC
Colton Groome Financial Advisors, LLC reported 162 holdings worth US$427M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Colton Groome Financial Advisors, LLC reported 162 holdings worth US$427M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 162
- Value as reported
- US$427M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 36,373 | US$12.1M | 2.8% |
| Microsoft Corp. | 17,894 | US$9.18M | 2.1% |
| Broadcom Inc. | 18,240 | US$6.41M | 1.5% |
| Kla Corporation | 28,728 | US$5.6M | 1.3% |
| Alphabet Inc (google) Class C | 14,795 | US$5.08M | 1.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,871 | US$4.96M | 1.2% |
| Visa Inc. | 8,748 | US$3.14M | 0.74% |
| Berkshire Hathaway Inc. | 3,908 | US$2.69M | 0.63% |
| Jp Morgan Chase & Co. | 6,619 | US$2.19M | 0.51% |
| Abbvie Inc. | 8,274 | US$2.16M | 0.51% |
| Merck & Company, Inc. | 13,895 | US$2.02M | 0.47% |
| Amazon.com, Inc. | 7,630 | US$1.9M | 0.45% |
| Johnson & Johnson | 7,145 | US$1.89M | 0.44% |
| Walmart Inc. | 16,573 | US$1.72M | 0.40% |
| Blackrock, Inc. | 1,513 | US$1.6M | 0.38% |
| Pnc Financial Services Group, Inc. (the) | 6,673 | US$1.48M | 0.35% |
| Charles Schwab Corporation (the) | 12,760 | US$1.25M | 0.29% |
| Emerson Electric Company | 7,239 | US$1.12M | 0.26% |
| Pepsico, Inc. | 6,232 | US$790K | 0.18% |
| Mastercard Incorporated | 1,293 | US$713K | 0.17% |
| Tjx Companies, Inc. (the) | 5,348 | US$708K | 0.17% |
| Aflac Incorporated | 5,813 | US$650K | 0.15% |
| Nvidia Corporation | 2,834 | US$647K | 0.15% |
| Exxon Mobil Corporation | 3,668 | US$597K | 0.14% |
| Air Products And Chemicals, Inc. | 1,944 | US$541K | 0.13% |
| Coca-cola Company (the) | 6,119 | US$527K | 0.12% |
| Cisco Systems, Inc. | 4,277 | US$460K | 0.11% |
| Southern First Bancshares, Inc. | 7,675 | US$455K | 0.11% |
| Meta Platforms, Inc. | 619 | US$449K | 0.11% |
| First Citizens Bancshares, Inc. | 217 | US$447K | 0.10% |
| Crowdstrike Holdings, Inc. | 1,667 | US$441K | 0.10% |
| Lowe's Companies, Inc. | 2,279 | US$420K | 0.10% |
| Revolution Medicines, Inc. | 2,000 | US$411K | 0.10% |
| Amgen Inc. | 970 | US$409K | 0.10% |
| Ross Stores, Inc. | 1,552 | US$362K | 0.08% |
| Southstate Bank Corporation | 3,600 | US$358K | 0.08% |
| Clean Harbors, Inc. | 1,100 | US$341K | 0.08% |
| Pfizer, Inc. | 11,856 | US$338K | 0.08% |
| Space Exploration Technologies Corp | 2,091 | US$315K | 0.07% |
| American Express Company | 1,030 | US$313K | 0.07% |
| Cummins Inc. | 580 | US$300K | 0.07% |
| Bank Of America Corporation | 5,488 | US$299K | 0.07% |
| Washington Trust Bancorp, Inc. | 7,390 | US$281K | 0.07% |
| Home Depot, Inc. (the) | 979 | US$279K | 0.07% |
| Stryker Corporation | 973 | US$268K | 0.06% |
| Procter & Gamble Company (the) | 1,794 | US$261K | 0.06% |
| Park National Corporation | 1,376 | US$246K | 0.06% |
| Arch Capital Group Ltd. | 2,484 | US$229K | 0.05% |
| International Business Machines Corporation | 1,026 | US$226K | 0.05% |
| Mcdonald's Corporation | 963 | US$222K | 0.05% |
| Southern Company (the) | 2,674 | US$222K | 0.05% |
| Sysco Corporation | 2,749 | US$214K | 0.05% |
| Enterprise Products Partners L.p. | 6,000 | US$214K | 0.05% |
| Eli Lilly And Company | 177 | US$204K | 0.05% |
| Duke Energy Corporation (holding Company) | 1,788 | US$204K | 0.05% |
| Chevron Corporation | 983 | US$201K | 0.05% |
| Golub Capital Bdc, Inc. | 13,481 | US$170K | 0.04% |
| Hyperfine, Inc. | 14,247 | US$11,512 | <0.01% |
| American Tower Corporation (reit) | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Truist Financial Corporation | 0 | US$0 | 0.00% |
| Wells Fargo & Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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