Cedar Point Capital Partners, LLC Portfolio Holdings

Cedar Point Capital Partners, LLC

  • $134 Billion
  • Q2 2024

Cedar Point Capital Partners, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $10.9B, Schwab Fundamental U S Large C with a value of $10B, Dimensional ETF Tr U S Equity with a value of $9.72B, Vanguard Wellington Fd U S Qua with a value of $9.47B, and J P Morgan Exchange Traded Fd with a value of $8.44B.

Examining the 13F form we can see an increase of $1.95B in the current position value, from $132B to 134B.

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 $134 Billion
ETFs: $125 Billion
Technology: $3.16 Billion
Financial Services: $1.1 Billion
Industrials: $1.05 Billion
Consumer Defensive: $900 Million
Communication Services: $570 Million
Utilities: $410 Million
Consumer Cyclical: $245 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Billion 8.17% of portfolio
34,761
Q2 2024 Reduced 2.3%
$0
$10 Billion 7.5% of portfolio
149,622
Q2 2024 Added 0.03%
$0
$9.72 Billion 7.27% of portfolio
165,174
Q2 2024 Reduced 1.68%
$0
$9.47 Billion 7.08% of portfolio
70,612
Q2 2024 Reduced 1.07%
$0
$8.44 Billion 6.31% of portfolio
182,162
Q2 2024 Added 3.54%
$0
$7.32 Billion 5.48% of portfolio
71,564
Q2 2024 Added 0.3%
$0
$7.28 Billion 5.45% of portfolio
121,227
Q2 2024 Added 1.01%
$0
$7.16 Billion 5.35% of portfolio
199,095
Q2 2024 Added 0.2%
$0
$6.8 Billion 5.09% of portfolio
136,291
Q2 2024 Added 41.81%
$0
$5.9 Billion 4.41% of portfolio
134,741
Q2 2024 Reduced 1.55%
$0
$5 Billion 3.74% of portfolio
262,462
Q2 2024 Added 2.8%
$0
$3.5 Billion 2.62% of portfolio
45,287
Q2 2024 Reduced 26.16%
$0
$3.03 Billion 2.26% of portfolio
43,262
Q2 2024 Reduced 1.33%
$0
$3.01 Billion 2.25% of portfolio
59,754
Q2 2024 Reduced 5.32%
$0
$2.98 Billion 2.23% of portfolio
59,724
Q2 2024 Reduced 4.08%
$0
$2.92 Billion 2.19% of portfolio
50,790
Q2 2024 Added 3.02%
$0
$2.59 Billion 1.93% of portfolio
24,276
Q2 2024 Reduced 3.51%
$0
$2.13 Billion 1.59% of portfolio
40,898
Q2 2024 Reduced 3.84%
$0
$1.6 Billion 1.2% of portfolio
19,746
Q2 2024 Added 1.82%
$0
$1.44 Billion 1.08% of portfolio
29,643
Q2 2024 Added 2.06%
$0
$1.31 Billion 0.98% of portfolio
29,082
Q2 2024 Reduced 7.28%
$0
$1.3 Billion 0.97% of portfolio
24,082
Q2 2024 Reduced 0.83%
$0
$1.19 Billion 0.89% of portfolio
9,731
Q2 2024 Added 0.2%
$0
$1.07 Billion 0.8% of portfolio
21,739
Q2 2024 Added 24.34%
$0
$1.03 Billion 0.77% of portfolio
18,711
Q2 2024 Added 2.34%
$0
$874 Million 0.65% of portfolio
3,268
Q2 2024 Reduced 0.37%
$0
$858 Million 0.64% of portfolio
35,176
Q2 2024 Reduced 6.34%
$0
$735 Million 0.55% of portfolio
9,636
Q2 2024 Added 3.18%
$0
$596 Million 0.45% of portfolio
15,822
Q2 2024 Added 11.76%
$0
$579 Million 0.43% of portfolio
16,502
Q2 2024 Added 5.07%
$0
$512 Million 0.38% of portfolio
11,018
Q2 2024 Added 0.29%
$0
$341 Million 0.26% of portfolio
1,565
Q2 2024 Reduced 4.81%
$0
$284 Million 0.21% of portfolio
1,772
Q2 2024 Added 3.2%
$0
$247 Million 0.18% of portfolio
451
Q1 2024 Added 7.13%
$0
$222 Million 0.17% of portfolio
464
Q2 2024 Reduced 2.11%
$0
$234 Million 0.17% of portfolio
4,728
Q2 2024 Added 16.94%
$0
$205 Million 0.15% of portfolio
3,581
Q2 2024 Reduced 9.78%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $134 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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