Shorepath Capital Management LLC Portfolio Holdings

Shorepath Capital Management LLC

  • $130 Billion
  • Q2 2024

Shorepath Capital Management LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $11.8B, Meta Platforms, Inc. with a value of $11.7B, Goldman Sachs Group Inc with a value of $11.1B, Apple Inc. with a value of $9.63B, and Berkshire Hathaway Inc Class B with a value of $7.37B.

Examining the 13F form we can see an increase of $3.36B in the current position value, from $127B to 130B.

Shorepath Capital Management LLC is based out at Evanston, IL

Below you can find more details about Shorepath Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
Financial Services: $36.8 Billion
Technology: $26.4 Billion
Communication Services: $18.5 Billion
Healthcare: $12.2 Billion
Consumer Cyclical: $11.8 Billion
Energy: $6.95 Billion
ETFs: $6.94 Billion
Industrials: $6.71 Billion
Other: $3.63 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $130 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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