Formidable Asset Management, LLC
CIK 1592613 · Holdings on Mar 31, 2026 · First reported Apr 22, 2026
Top ten holdings
Q1 2026- AAPL7.58%
- PG5.66%
- NVDA4.10%
- MSFT3.44%
- KONG3.02%
- META2.92%
- FORH2.75%
- GOOG2.01%
- LLY1.98%
- AMZN1.39%
Share classes counted separately34.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PGWeight decreased · -0.70 pp6.36% → 5.66%Shares -28.92K (-10.16%)
- LLYWeight increased · +0.64 pp1.34% → 1.98%Shares -68 (-0.57%)
- GOOGWeight increased · +0.47 pp1.54% → 2.01%Shares -1.38K (-3.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $49.07M | 7.58% | 180.50K shares | 7.26% → 7.58%+0.32 pp -15.59K (-7.95%) | Reduced | ↗▾ |
| 02 | PGPROCTER & GAMBLE CO/THE View history and evidence | $36.63M | 5.66% | 255.62K shares | 6.36% → 5.66%-0.70 pp -28.92K (-10.16%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $26.53M | 4.10% | 142.61K shares | 3.89% → 4.10%+0.21 pp -717 (-0.50%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $22.28M | 3.44% | 46.72K shares | 3.60% → 3.44%-0.16 pp -1.18K (-2.45%) | Reduced | ↗▾ |
| 05 | KONGFORMIDABLE FORTRESS ETFFORMIDABLE FORTR View history and evidence | $19.54M | 3.02% | 639.92K shares | 3.01% → 3.02%+0.01 pp -37.95K (-5.60%) | Reduced | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $18.92M | 2.92% | 28.89K shares | 2.85% → 2.92%+0.07 pp +2.03K (+7.55%) | Added | ↗▾ |
| 07 | FORHFORMIDABLE ETFFORMIDABLE ETF View history and evidence | $17.80M | 2.75% | 738.92K shares | 2.94% → 2.75%-0.19 pp -50.65K (-6.42%) | Reduced | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $13.02M | 2.01% | 41.62K shares | 1.54% → 2.01%+0.47 pp -1.38K (-3.20%) | Reduced | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $12.85M | 1.98% | 11.96K shares | 1.34% → 1.98%+0.64 pp -68 (-0.57%) | Reduced | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $8.97M | 1.39% | 38.87K shares | 1.26% → 1.39%+0.13 pp -435 (-1.11%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DCI DONALDSON CO INC | Non-derivative | -18,554 | -$1.52M | SEC filing ↗ | SEC filing ↗ |
| IREN IREN LTD | Non-derivative | -31,536 | -$1.48M | SEC filing ↗ | SEC filing ↗ |
| URA GLOBAL X URANIUM ETF | Non-derivative | -22,424 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1592613 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 647714832
}Research all 381 reported holdings.
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