Fundamentun, LLC Purchases and Sells in Q1 2025

Fundamentun, LLC

$1.73 Billion
Q1 2025

Top Buys

Incresed Positions

176 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	484K + 34.32%	$32.64 - $36.08 $15.8M - $17.5M	1.89M $62.9M
SCHD	306K + 34.67%	$27.01 - $28.54 $8.25M - $8.72M	1.19M $33.2M
UBER	78K + 140.84%	$63.17 - $81.49 $4.93M - $6.35M	133K $9.71M
DFCF	121K + 9.9%	$40.79 - $42.32 $4.94M - $5.13M	1.35M $56.6M
JEPI	105K + 30.94%	$56.17 - $59.71 $5.91M - $6.28M	445K $25.4M
BRK-B	5.88K + 16.99%	$442.66 - $534.52 $2.6M - $3.14M	40.5K $21.5M

New Holdings

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	949K New	$48.06 - $53.73 $45.6M - $51M	949K $46.3M
HEQT	197K New	$28.48 - $30.52 $5.61M - $6.02M	197K $5.63M
BALT	170K New	$31.31 - $31.89 $5.33M - $5.43M	170K $5.34M
UCON	172K New	$24.5 - $24.95 $4.22M - $4.3M	172K $4.26M
SCHB	189K New	$21.23 - $23.75 $4.01M - $4.49M	189K $4.07M
DFAU	104K New	$37.84 - $42.29 $3.92M - $4.38M	104K $3.98M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-1.5M - 31.21%	$32.42 - $36.13 $48.8M - $54.3M	3.32M $109M
RSP	-44.4K - 25.36%	$169.43 - $182.84 $7.53M - $8.13M	131K $22.7M
ITOT	-1.95K - 0.2%	$120.29 - $134.6 $235K - $263K	987K $120M
FSMD	-92.8K - 41.92%	$38.04 - $43.22 $3.53M - $4.01M	129K $5.04M
VUG	-1.58K - 1.94%	$369.1 - $427.61 $583K - $675K	79.9K $29.6M
IVV	-1.48K - 2.64%	$554.06 - $615.85 $822K - $913K	54.7K $30.7M

Activity Summary All Purchases 248 New Holdings 72 Increased Positions 176 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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