Institutional manager
Aptus Capital Advisors, LLC
Holds positions in 347 of the S&P 500, worth $4.83bn as reported for the quarter ended 31-mar-2026.
Positions held347of 488 index companies covered
Reported value$4.83bnS&P 500 positions only
Top ten weight45%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 347 held. The rest are smaller than every one of these.
State Street CorporationSTT7.6m$618mFinancialsNvidiaNVDA1.7m$291mInformation TechnologyApple Inc.AAPL1.1m$284mInformation TechnologyAlphabet Inc. (Class A)GOOGL708,628$203mCommunication ServicesMicrosoftMSFT536,754$199mInformation TechnologyBNY MellonBNY2.0m$162mFinancialsAmazonAMZN706,950$147mConsumer DiscretionaryBroadcomAVGO288,491$89mInformation TechnologyJPMorgan ChaseJPM297,342$87mFinancialsExxonMobilXOM493,998$84mEnergyMeta PlatformsMETA133,349$76mCommunication ServicesWalmartWMT608,573$76mConsumer StaplesGoldman SachsGS579,772$69mFinancialsVisa 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$35mIndustrialsInvescoIVZ56,616$33mFinancialsNetflixNFLX336,709$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 DiscretionaryAmphenolAPH192,162$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 TechnologyRTX 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 Services
What this page is not
Positions in S&P 500 constituents only, 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.