Dougherty & Associates, LLC - Portfolio overview

Dougherty & Associates, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 11.47%
2. RCL - ROYAL CARIBBEAN GROUP, 9.34%
3. PFXF - VANECK ETF TRUST, 8.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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