Rappaport Reiches Capital Management, LLC Portfolio Holdings

Rappaport Reiches Capital Management, LLC

  • $376 Billion
  • Q3 2024

Rappaport Reiches Capital Management, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $376 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $59.3B, Vanguard Bd Index Fd Inc Total with a value of $45.3B, Dimensional ETF Tr with a value of $37.5B, Vanguard Sht Trm Inflt Prot Fd with a value of $25.9B, and Apple Inc. with a value of $24.5B.

Examining the 13F form we can see an increase of $37B in the current position value, from $339B to 376B.

Rappaport Reiches Capital Management, LLC is based out at Skokie`, IL

Below you can find more details about Rappaport Reiches Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $376 Billion
ETFs: $280 Billion
Technology: $42.9 Billion
Financial Services: $11.8 Billion
Communication Services: $7.67 Billion
Healthcare: $4.69 Billion
Consumer Cyclical: $4.26 Billion
Industrials: $2.43 Billion
Consumer Defensive: $1.58 Billion
Other: $3.25 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$726M
$349 Million 0.09% of portfolio
68,080
Q4 2021 Reduced 48.94%
$1.82B
$263 Million 0.07% of portfolio
3,754
Q1 2024 Reduced 40.95%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $376 Billion
  • Prior Value $339 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Rappaport Reiches Capital Management, LLC Portfolio

Follow Rappaport Reiches Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rappaport Reiches Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rappaport Reiches Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email