Cedar Point Capital Partners, LLC Portfolio Holdings

Cedar Point Capital Partners, LLC

  • $146 Billion
  • Q3 2024

Cedar Point Capital Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $10.3B, Vanguard Mega Cap Growth ETF with a value of $10.3B, J P Morgan Exchange Traded Fd with a value of $9.97B, Vanguard Wellington Fd U S Qua with a value of $9.71B, and Dimensional ETF Tr U S Equity with a value of $9.7B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $134B to 146B.

Cedar Point Capital Partners, LLC is based out at Cedar Rapids, IA

Below you can find more details about Cedar Point Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $137 Billion
Technology: $3.31 Billion
Financial Services: $1.01 Billion
Industrials: $945 Million
Consumer Defensive: $938 Million
Utilities: $712 Million
Communication Services: $410 Million
Consumer Cyclical: $247 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Billion 7.05% of portfolio
143,060
Q3 2024 Reduced 4.39%
$0
$10.3 Billion 7.05% of portfolio
31,883
Q3 2024 Reduced 8.28%
$0
$9.97 Billion 6.85% of portfolio
206,707
Q3 2024 Added 13.47%
$0
$9.71 Billion 6.67% of portfolio
67,974
Q3 2024 Reduced 3.74%
$0
$9.7 Billion 6.66% of portfolio
155,881
Q3 2024 Reduced 5.63%
$0
$7.72 Billion 5.3% of portfolio
71,694
Q3 2024 Added 0.18%
$0
$7.69 Billion 5.28% of portfolio
118,635
Q3 2024 Reduced 2.14%
$0
$7.67 Billion 5.27% of portfolio
201,457
Q3 2024 Added 1.19%
$0
$7.16 Billion 4.92% of portfolio
142,644
Q3 2024 Added 4.66%
$0
$6.58 Billion 4.52% of portfolio
137,517
Q3 2024 Added 2.06%
$7.98B
$5.09 Billion 3.49% of portfolio
97,579
Q3 2024 New
$0
$3.75 Billion 2.57% of portfolio
191,808
Q3 2024 Reduced 26.92%
$0
$3.73 Billion 2.56% of portfolio
46,907
Q3 2024 Added 3.58%
$0
$3.12 Billion 2.14% of portfolio
51,487
Q3 2024 Added 1.37%
$0
$3.08 Billion 2.12% of portfolio
43,039
Q3 2024 Reduced 0.52%
$0
$3.09 Billion 2.12% of portfolio
60,190
Q3 2024 Added 0.73%
$0
$2.75 Billion 1.89% of portfolio
24,316
Q3 2024 Added 0.21%
$0
$2.51 Billion 1.72% of portfolio
23,120
Q3 2024 Reduced 4.76%
$0
$2.19 Billion 1.5% of portfolio
41,304
Q3 2024 Added 0.99%
$0
$1.8 Billion 1.24% of portfolio
20,387
Q3 2024 Added 3.25%
$0
$1.64 Billion 1.12% of portfolio
31,366
Q3 2024 Added 5.81%
$3.57T
$1.57 Billion 1.08% of portfolio
6,749
Q3 2024 Added 1.09%
$0
$1.5 Billion 1.03% of portfolio
32,096
Q3 2024 Added 10.36%
$0
$1.4 Billion 0.96% of portfolio
24,723
Q3 2024 Added 2.66%
$0
$1.28 Billion 0.88% of portfolio
9,806
Q3 2024 Added 0.77%
$0
$1.18 Billion 0.81% of portfolio
19,731
Q3 2024 Added 5.45%
$0
$1.15 Billion 0.79% of portfolio
22,766
Q3 2024 Added 4.72%
$579B
$1.01 Billion 0.7% of portfolio
2,203
Q3 2024 Added 0.69%
$3.04T
$1.02 Billion 0.7% of portfolio
2,382
Q3 2024 Added 0.08%
$0
$911 Million 0.63% of portfolio
36,427
Q3 2024 Added 3.56%
$0
$871 Million 0.6% of portfolio
3,076
Q3 2024 Reduced 5.88%
-
$832 Million 0.57% of portfolio
-
Q3 2024 Reduced 2.01%
$0
$794 Million 0.55% of portfolio
9,664
Q3 2024 Added 0.29%
$339B
$715 Million 0.49% of portfolio
5,886
Q3 2024 Added 4.83%
$0
$695 Million 0.48% of portfolio
16,793
Q3 2024 Added 6.14%
$121B
$668 Million 0.46% of portfolio
1,601
Q3 2024 Reduced 1.23%
$0
$646 Million 0.44% of portfolio
17,191
Q3 2024 Added 4.18%
$1.65B
$590 Million 0.41% of portfolio
22,477
Q3 2024 New
$154B
$422 Million 0.29% of portfolio
4,991
Q2 2024 Added 0.97%
$1.28T
$410 Million 0.28% of portfolio
717
Q3 2024 Added 0.42%
$0
$395 Million 0.27% of portfolio
8,227
Q3 2024 Reduced 25.33%
$30.4B
$393 Million 0.27% of portfolio
6,571
Q4 2023 New
$0
$365 Million 0.25% of portfolio
1,539
Q3 2024 Reduced 1.66%
$282B
$329 Million 0.23% of portfolio
4,573
Q3 2024 Reduced 1.3%
$0
$299 Million 0.21% of portfolio
3,575
Q3 2024 New
$0
$297 Million 0.2% of portfolio
1,700
Q3 2024 Reduced 4.06%
$0
$260 Million 0.18% of portfolio
451
Q1 2024 Added 7.13%
$0
$269 Million 0.18% of portfolio
5,085
Q3 2024 Added 7.55%
$0
$269 Million 0.18% of portfolio
2,660
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $146 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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