MAI Capital Management just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 294,642 shares of $AAPL (~$73,760,678). This was an increase of ~14% over their previous position.
- An addition of 1,340,804 shares of $BINC (~$69,627,952). This was an increase of ~37307% over their previous position.
- An addition of 108,420 shares of $BRK.B (~$51,757,540). This was an increase of ~41% over their previous position.
- A decrease of -133,528 shares of $UNH (~$35,899,003). This was a decrease of ~69% from their previous position.
- An addition of 111,692 shares of $VTI (~$35,831,911). This was an increase of ~28% over their previous position.
- An addition of 88,409 shares of $MSFT (~$32,254,255). This was an increase of ~9% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for MAI Capital Management for more details.
