Holdings

Constant Guidance Financial LLC

As of Jun 30, 2026, Constant Guidance Financial LLC reported 48 positions worth US$87M. Largest: Berkshire Hathaway Inc., Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.54,572US$27.3M−12,765Jun 30, 2026
Apple Inc20,166US$5.84M+6,262Jun 30, 2026
Amazon.com, Inc.15,842US$3.78M+4,021Jun 30, 2026
Bank Of America Corporation58,435US$3.33MnewJun 30, 2026
Duke Energy Corporation (holding Company)21,780US$2.76M+9,180Jun 30, 2026
Alphabet Inc (google) Class C7,214US$2.58M+2,811Jun 30, 2026
Walt Disney Company (the)24,001US$2.31M+14,143Jun 30, 2026
Nvidia Corporation10,860US$2.17M+9,121Jun 30, 2026
Charles Schwab Corporation (the)22,663US$2.09MnewJun 30, 2026
Dominion Energy, Inc.28,355US$1.94M+17,355Jun 30, 2026