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
$920M
$349 Million 0.09% of portfolio
68,080
Q4 2021 Reduced 48.94%
$1.62B
$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
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