Dc Investments Management, LLC Portfolio Holdings

Dc Investments Management, LLC

  • $151 Million
  • Q4 2024

Dc Investments Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total World Stk Index with a value of $13.2M, Ishares Msci Acwi ETF with a value of $11.2M, Calix, Inc with a value of $8M, Eqt Corp with a value of $7.84M, and Diamondback Energy, Inc. with a value of $6.47M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $139M to 151M.

Dc Investments Management, LLC is based out at Mclean, VA

Below you can find more details about Dc Investments Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
Technology: $32.9 Million
Energy: $30.7 Million
ETFs: $26.6 Million
Utilities: $24.5 Million
Industrials: $13.7 Million
Communication Services: $8.14 Million
Real Estate: $5.21 Million
Consumer Defensive: $4.39 Million
Other: $4.62 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.2M
$107,000 0.07% of portfolio
35,563
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $151 Million
  • Prior Value $139 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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