Tassel Capital Management, Inc. Portfolio Holdings

Tassel Capital Management, Inc.

  • $113 Billion
  • Q4 2024

Tassel Capital Management, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $21.7B, Dimensional ETF Tr Dimensional with a value of $14.8B, Dimensional ETF Tr with a value of $13B, Dimensional ETF Tr U S Equity with a value of $12.6B, and Dimensional ETF Tr with a value of $11.9B.

Examining the 13F form we can see an increase of $113B in the current position value.

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 $113 Billion
ETFs: $98.4 Billion
Financial Services: $668 Million
Technology: $344 Million

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

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

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $113 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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