Fundamentun, LLC Purchases in Q2 2025

Fundamentun, LLC

  • $1.98 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
575
New
$497.13 - $827.94 $286K - $476K
575 $476K
IWF
Ishares Russell 1000 Gr ETF

ETFs
688
+ 25.93%
$320.42 - $424.58 $220K - $292K
3.34K $1.42M
VGT
Vanguard Information Technolog

ETFs
572
+ 91.81%
$470.37 - $663.28 $269K - $379K
1.2K $792K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.48K
New
$46.77 - $47.89 $443K - $454K
9.48K $449K
PLTR
Palantir Technologies Inc.

Technology
3.25K
New
$74.01 - $144.25 $241K - $469K
3.25K $443K
FCX
Freeport Mcmoran Inc

Basic Materials
1.76K
+ 2.72%
$29.15 - $44.46 $51.2K - $78.2K
66.3K $2.87M
COST
Costco Wholesale Corp

Consumer Defensive
180
+ 3.32%
$908.13 - $1056.85 $163K - $190K
5.61K $5.55M
VTV
Vanguard Value ETF

ETFs
2.29K
+ 66.59%
$153.67 - $176.74 $351K - $404K
5.72K $1.01M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.21K
+ 1.15%
$46.92 - $55.01 $104K - $122K
195K $10.6M
XLK
Technology Sector Spdr

ETFs
373
+ 6.33%
$179.73 - $253.23 $67K - $94.5K
6.27K $1.59M
MSTR
Microstrategy Inc

Technology
845
New
$237.95 - $421.61 $201K - $356K
845 $341K
NVO
Novo Nordisk A S

Healthcare
5.32K
+ 6.33%
$58.08 - $81.05 $309K - $431K
89.4K $6.17M
PM
Philip Morris International Inc.

Consumer Defensive
868
+ 12.26%
$149.23 - $184.95 $130K - $161K
7.95K $1.45M
HBAN
Huntington Bancshares Inc

Financial Services
18.8K
New
$12.49 - $16.76 $235K - $315K
18.8K $315K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.84K
+ 85.55%
$77.94 - $79.5 $299K - $305K
8.33K $662K
ISRG
Intuitive Surgical Inc

Healthcare
564
New
$451.58 - $565.94 $255K - $319K
564 $306K
URTH
Ishares Msci World ETF

ETFs
1.44K
+ 39.96%
$136.3 - $169.38 $197K - $244K
5.05K $855K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.45K
+ 19.47%
$82.96 - $110.1 $120K - $159K
8.87K $976K
GE
General Electric CO

Industrials
840
+ 70.95%
$166.81 - $257.39 $140K - $216K
2.02K $520K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.2K
New
$83.97 - $92.85 $269K - $297K
3.2K $282K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.53K
New
$22.27 - $29.21 $212K - $278K
9.53K $278K
VOT
Vanguard Mid Cap Growth Index

ETFs
807
+ 69.75%
$216.28 - $284.39 $175K - $230K
1.96K $558K
SUB
Ishares Short Term National Mu

ETFs
2.54K
+ 70.37%
$104.77 - $106.34 $266K - $270K
6.14K $653K
ELV
Elevance Health, Inc.

Healthcare
1.01K
+ 38.82%
$372.27 - $452.69 $376K - $457K
3.61K $1.4M
CAT
Caterpillar Inc

Industrials
2
+ 0.04%
$273.94 - $388.21 $548 - $776
4.56K $1.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.38K
+ 0.26%
$49.57 - $50.27 $68.4K - $69.4K
530K $26.6M
IXUS
Ishares Tr

ETFs
3.4K
New
$62.37 - $77.63 $212K - $264K
3.4K $263K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.86K
+ 64.24%
$60.34 - $74.89 $172K - $214K
7.31K $547K
V
Visa Inc.

Financial Services
597
+ 8.8%
$308.27 - $373.31 $184K - $223K
7.38K $2.62M
MUB
Ishares National Muni Bond ETF

ETFs
2.29K
New
$102.31 - $105.8 $234K - $242K
2.29K $238K
MFC
Manulife Financial Corp

Financial Services
7.24K
New
$26.93 - $32.44 $195K - $235K
7.24K $231K
TSCO
Tractor Supply CO

Consumer Cyclical
4.36K
New
$47.86 - $55.77 $209K - $243K
4.36K $230K
FLEX
Flex Ltd.

Technology
4.54K
New
$26.68 - $50.09 $121K - $227K
4.54K $226K
URA
Global X Uranium ETF

ETFs
98
+ 0.7%
$20.26 - $38.81 $1.99K - $3.8K
14K $544K
VGSH
Vanguard

ETFs
3.62K
New
$58.32 - $58.95 $211K - $214K
3.62K $213K
ASML
Asml Holding Nv

Technology
265
New
$595.37 - $815.24 $158K - $216K
265 $212K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.56K
New
$108.06 - $135.3 $168K - $210K
1.56K $210K
AMAT
Applied Materials Inc

Technology
445
+ 13.51%
$126.95 - $183.52 $56.5K - $81.7K
3.74K $684K
K
Kellogg CO

Consumer Defensive
2.58K
New
$77.85 - $82.88 $201K - $214K
2.58K $205K
CDW
Cdw Corp

Technology
1.14K
New
$144.49 - $190.68 $165K - $218K
1.14K $204K
SCHW
Schwab Charles Corp

Financial Services
645
+ 5.9%
$69.06 - $91.24 $44.5K - $58.8K
11.6K $1.06M
BSY
Bentley Systems Inc

Technology
3.72K
New
$38.62 - $53.97 $143K - $200K
3.72K $200K
COF
Capital One Financial Corp

Financial Services
549
+ 27.84%
$150.57 - $212.76 $82.7K - $117K
2.52K $536K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.21K
+ 2.99%
$51.1 - $53.29 $113K - $118K
76.1K $4.06M
T
At&T Inc.

Communication Services
5.28K
+ 32.42%
$26.33 - $28.94 $139K - $153K
21.6K $623K
KO
Coca Cola CO

Consumer Defensive
2.66K
+ 8.87%
$68.37 - $73.9 $182K - $196K
32.6K $2.3M
BA
Boeing CO

Industrials
68
+ 1.87%
$136.59 - $217.51 $9.29K - $14.8K
3.7K $774K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.62K
+ 6.17%
$49.73 - $51.44 $130K - $135K
45K $2.31M
ABT
Abbott Laboratories

Healthcare
691
+ 4.28%
$123.95 - $138.08 $85.6K - $95.4K
16.8K $2.29M
Activity Summary
Buys All Purchases 261 New Holdings 64 Increased Positions 197 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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