Flagstone Financial Management Portfolio Holdings

Flagstone Financial Management

  • $298 Billion
  • Q3 2024

Flagstone Financial Management has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $81.8B, Ishares Trust Ishares 5 10 Yea with a value of $31.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $23.9B, Spdr Portfolio Short Term Corp with a value of $20.7B, and Spdr Ser Tr Spdr Portfolio Int with a value of $18.4B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $269B to 298B.

Flagstone Financial Management is based out at Lincoln, NE

Below you can find more details about Flagstone Financial Management portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
ETFs: $277 Billion
Financial Services: $10.2 Billion
Technology: $5.72 Billion
Industrials: $961 Million
Energy: $712 Million
Communication Services: $622 Million
Consumer Defensive: $435 Million
Healthcare: $220 Million
Other: $206 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$425M
$158 Million 0.05% of portfolio
10,636
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $298 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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