Gunn & CO Investment Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.69 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110M, Microsoft Corp with a value of $92.9M, Alphabet Inc. with a value of $87.8M, Jpmorgan Chase & CO with a value of $77M, and Berkshire Hathaway Inc Class B with a value of $74.7M.

Examining the 13F form we can see an increase of $1.55B in the current position value, from $133M to 1.69B.

Gunn & CO Investment Management, Inc. is based out at Jacksonville, FL

Below you can find more details about Gunn & CO Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.69 Billion
ETFs: $321 Million
Financial Services: $257 Million
Technology: $255 Million
Consumer Defensive: $233 Million
Healthcare: $173 Million
Consumer Cyclical: $164 Million
Communication Services: $122 Million
Industrials: $110 Million
Other: $47.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $1.69 Billion
  • Prior Value $133 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 86 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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