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WARM SPRINGS ADVISORS INC. 13F portfolio summary

WARM SPRINGS ADVISORS INC. of WARM SPRINGS ADVISORS INC. has 45 current stock holdings with a reported portfolio value of $144.6M. The portfolio 1 year return is +19.33%. Top holdings include NVDA (13.01%), AMD (10.12%), AVGO (7.87%), GOOGL (6.96%), AAPL (4.68%).

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WARM SPRINGS ADVISORS INC.

WARM SPRINGS ADVISORS INC.
Latest filing: 2026-06-30

WARM SPRINGS ADVISORS INC. runs WARM SPRINGS ADVISORS INC. and currently holds 45 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $144.55M. Their top holdings are NVDA, AMD, AVGO, GOOGL, AAPL. The top five represent 42.6% of reported portfolio weight. WARM SPRINGS ADVISORS INC. ranks #791 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WARM SPRINGS ADVISORS INC. initiated 6 new positions. They added to 9 existing positions. They trimmed 10 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
NVDA13.0%
AMD10.1%
AVGO7.9%
GOOGL7.0%
AAPL4.7%
Top 5: 42.6%
Portfolio Returns
1 Year
+19.33%
#715/1000
3 Year
+31.27%
#794/1000
5 Year
+31.27%
#789/1000

Portfolio Value

$144.55M

Alpha Score

27.7

#791 of 1000

Holdings

45

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45 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
13.01%$134.29$214.76+59.92%
Trimmed
-0.67%
AMD
ADVANCED MICRO DEVICES INC
10.12%$121.41$473.25+289.79%
Held
AVGO
BROADCOM INC
7.87%$211.93$368.45+73.85%
Trimmed
-0.42%
GOOGL
ALPHABET INC
6.96%$189.52$344.82+81.94%
Trimmed
-2.02%
AAPL
APPLE INC
4.68%$250.42$309.35+23.53%
Trimmed
-0.17%
META
META PLATFORMS INC
4.40%$572.52$549.90-3.95%
Added
+754.35%
MSFT
MICROSOFT CORP
4.32%$430.14$483.24+12.34%
Added
+5.73%
AMZN
AMAZON COM INC
4.20%$219.29$258.63+17.94%
Held
QQQ
INVESCO QQQ TR
3.61%$529.06$713.44+34.85%
Trimmed
-2.93%
ISRG
INTUITIVE SURGICAL INC
3.21%$410.63$378.81-7.75%
Added
+456.17%

Showing 1-10 of 45