Tassel Capital Management, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $19.5B, Dimensional ETF Tr Dimensional with a value of $14.7B, Dimensional ETF Tr with a value of $14.4B, Dimensional ETF Tr with a value of $14.1B, and Dimensional ETF Tr U S Equity with a value of $11.7B.

Examining the 13F form we can see an increase of $1.64B in the current position value, from $113B to 114B.

Tassel Capital Management, Inc. is based out at Matthews, NC

Below you can find more details about Tassel Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $98.9 Billion
Financial Services: $519 Million
Technology: $222 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $114 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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