Tassel Capital Management, Inc. Portfolio Holdings

Tassel Capital Management, Inc.

  • $130 Billion
  • Q2 2025

Tassel Capital Management, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $27.3B, Dimensional ETF Tr Dimensional with a value of $15.8B, Dimensional ETF Tr U S Small C with a value of $15.3B, Dimensional ETF Tr with a value of $14.9B, and Dimensional ETF Tr with a value of $14.9B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $114B to 130B.

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 $130 Billion
ETFs: $115 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $130 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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