Holdings
Allium Financial Advisors, LLC
As of Jun 30, 2026, Allium Financial Advisors, LLC reported 46 positions worth US$82.4M. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 44,206 | US$22.1M | +5 | Jun 30, 2026 |
| Nvidia Corporation | 33,507 | US$6.7M | +1,643 | Jun 30, 2026 |
| Apple Inc | 22,679 | US$6.56M | +48 | Jun 30, 2026 |
| Costco Wholesale Corporation | 5,207 | US$4.87M | +58 | Jun 30, 2026 |
| National Storage Affiliates Trust | 97,334 | US$4.33M | new | Jun 30, 2026 |
| Runway Growth Finance Corp. | 716K | US$4.01M | −60,140 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,777 | US$3.05M | +1,882 | Jun 30, 2026 |
| Microsoft Corp. | 8,056 | US$3M | +63 | Jun 30, 2026 |
| Lam Research Corporation | 5,709 | US$2.47M | −1,669 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,882 | US$2.46M | −602 | Jun 30, 2026 |