Gunn & CO Investment Management, Inc. Portfolio Holdings

Gunn & CO Investment Management, Inc.

  • $145 Billion
  • Q3 2024

Gunn & CO Investment Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11B, Microsoft Corp with a value of $8.74B, Alphabet Inc. with a value of $7.87B, Berkshire Hathaway Inc Class B with a value of $7.64B, and Walmart Inc. with a value of $6.99B.

Examining the 13F form we can see an increase of $144B in the current position value, from $1.69B to 145B.

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 $145 Billion
ETFs: $25.6 Billion
Technology: $24.7 Billion
Financial Services: $22 Billion
Consumer Defensive: $20.2 Billion
Healthcare: $14.3 Billion
Consumer Cyclical: $12.3 Billion
Industrials: $11.6 Billion
Communication Services: $10.7 Billion
Other: $4.04 Billion

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 61
  • Current Value $145 Billion
  • Prior Value $1.69 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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