Huntleigh Advisors, Inc. — 13F Holdings & Portfolio

CIK 1367653 · latest 13F-HR filed 2026-04-21

Huntleigh Advisors, Inc. manages $584.9M in 13F-reported U.S. long-equity assets across 282 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (10.64%), AAPL (4.60%), AVGO (3.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 41 new positions, exited 29, added to 95, and trimmed 85.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$584.9M

Long-equity book

Holdings

282

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+41 / −29 / ↑95 / ↓85

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COMFORT SYS USA INC$3.9M +61.8%
  • ANALOG DEVICES INC$1.5M +27.0%
  • LAM RESEARCH CORP$1.5M +71.9%
  • AMPRIUS TECHNOLOGIES INC$1.5M +116.8%
  • TAIWAN SEMICONDUCTOR MANUFAC$1.4M +13.1%
Show all 95

Top Trims

  • NVIDIA CORPORATION-$7.4M -10.6%
  • NEWMONT CORP-$4.9M -87.6%
  • META PLATFORMS INC-$4.1M -35.4%
  • MICROSOFT CORP-$3.9M -29.5%
  • AMAZON COM INC-$3.6M -20.2%
Show all 85

New Positions

  • FACTSET RESH SYS INC$8.9M
  • WOODWARD INC$4.7M
  • SALESFORCE INC$3.4M
  • CADENCE DESIGN SYSTEM INC$3.1M
  • LINCOLN EDL SVCS CORP$2.1M
Show all 41

Exited Positions

  • QUALCOMM INC$4.2M
  • AMERICAN EXPRESS CO$2.9M
  • GENEDX HOLDINGS CORP$2.3M
  • ADMA BIOLOGICS INC$1.6M
  • DUOS TECHNOLOGIES GROUP INC$1.1M
Show all 29
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $62.2M 10.64% 356,911 SH
2 APPLE INC AAPL 037833100 $26.9M 4.60% 106,012 SH
3 BROADCOM INC AVGO 11135F101 $19.2M 3.28% 62,026 SH
4 AMAZON COM INC AMZN 023135106 $14.3M 2.44% 68,637 SH
5 AB ACTIVE ETFS INC SYFI 00039J830 $13.2M 2.26% 372,623 SH
6 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $12.3M 2.11% 36,496 SH
7 ALPHABET INC GOOGL 02079K305 $10.7M 1.83% 37,187 SH
8 COMFORT SYS USA INC FIX 199908104 $10.3M 1.75% 7,443 SH
9 ALPHABET INC GOOG 02079K107 $10.2M 1.75% 35,583 SH
10 MICROSOFT CORP MSFT 594918104 $9.2M 1.57% 24,851 SH
11 FACTSET RESH SYS INC FDS 303075105 $8.9M 1.52% 40,957 SH
12 AMPHENOL CORP APH 032095101 $8.3M 1.42% 65,844 SH
13 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $8.1M 1.38% 118,547 SH
14 VICTORY PORTFOLIOS II UBND 92647X863 $7.7M 1.32% 353,636 SH
15 META PLATFORMS INC META 30303M102 $7.4M 1.27% 12,996 SH
16 ANALOG DEVICES INC ADI 032654105 $7.2M 1.23% 22,664 SH
17 PGIM ETF TR PAAA 69344A800 $6.9M 1.18% 165,865 SH
18 WALMART INC WMT 931142103 $6.7M 1.15% 53,926 SH
19 RTX CORPORATION RTX 75513E101 $6.6M 1.13% 34,291 SH
20 BLACKROCK INC BLK 09290D101 $6.5M 1.12% 6,782 SH
21 ORACLE CORP ORCL 68389X105 $6.4M 1.09% 43,504 SH
22 VICTORY PORTFOLIOS II VFLO 92647X830 $6.2M 1.07% 158,180 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $6.2M 1.06% 21,095 SH
24 JACKSON FINANCIAL INC JXN 46817M107 $6.1M 1.04% 57,638 SH
25 MARVELL TECHNOLOGY INC MRVL 573874104 $5.9M 1.01% 59,402 SH
26 FIDELITY MERRIMACK STR TR FLDR 316188408 $5.2M 0.89% 103,774 SH
27 CATERPILLAR INC CAT 149123101 $4.9M 0.83% 6,864 SH
28 INVESCO QQQ TR QQQ 46090E103 $4.8M 0.82% 8,329 SH
29 WOODWARD INC WWD 980745103 $4.7M 0.81% 13,251 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.6M 0.78% 4,578 SH
31 VICTORY PORTFOLIOS II MODL 92647P126 $4.4M 0.76% 99,546 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.2M 0.72% 8,808 SH
33 RBC BEARINGS INC RBC 75524B104 $4.2M 0.72% 7,717 SH
34 FASTENAL CO FAST 311900104 $4.1M 0.70% 88,193 SH
35 AMGEN INC AMGN 031162100 $4.1M 0.70% 11,626 SH
36 VISA INC V 92826C839 $3.9M 0.67% 12,931 SH
37 NORTHROP GRUMMAN CORP NOC 666807102 $3.8M 0.66% 5,631 SH
38 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $3.8M 0.65% 85,512 SH
39 PHILLIPS 66 PSX 718546104 $3.8M 0.65% 20,837 SH
40 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $3.8M 0.65% 13,406 SH
41 LEONARDO DRS INC DRS 52661A108 $3.7M 0.63% 82,217 SH
42 CUMMINS INC CMI 231021106 $3.6M 0.62% 6,729 SH
43 LAM RESEARCH CORP LRCX 512807306 $3.6M 0.61% 16,712 SH
44 SALESFORCE INC CRM 79466L302 $3.4M 0.59% 18,353 SH
45 STRYKER CORPORATION SYK 863667101 $3.4M 0.58% 10,271 SH
46 LOWES COS INC LOW 548661107 $3.3M 0.57% 14,125 SH
47 MCDONALDS CORP MCD 580135101 $3.3M 0.56% 10,519 SH
48 MASTEC INC MTZ 576323109 $3.2M 0.55% 10,004 SH
49 MORGAN STANLEY MS 617446448 $3.2M 0.54% 19,285 SH
50 CADENCE DESIGN SYSTEM INC CDNS 127387108 $3.1M 0.53% 11,159 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $584.9M 282 0001367653-26-000002
2025-12-31 2026-01-29 $592.2M 270 0001367653-26-000001