Fundamentun, LLC Purchases in Q2 2025

Fundamentun, LLC

  • $1.98 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
346
+ 11.53%
$137.01 - $159.78 $47.4K - $55.3K
3.35K $487K
FAST
Fastenal CO

Industrials
2.76K
+ 106.72%
$40.65 - $83.16 $112K - $230K
5.35K $224K
CMCSA
Comcast Corp

Communication Services
1.69K
+ 5.55%
$32.84 - $36.72 $55.4K - $62K
32.1K $1.15M
MO
Altria Group, Inc.

Consumer Defensive
593
+ 6.64%
$55.56 - $60.91 $32.9K - $36.1K
9.53K $558K
LII
Lennox International Inc

Industrials
28
+ 6.68%
$508.76 - $605.77 $14.2K - $17K
447 $256K
CI
Cigna Corp

Healthcare
54
+ 5.52%
$301.89 - $340.04 $16.3K - $18.4K
1.03K $341K
VLO
Valero Energy Corp

Energy
120
+ 7.82%
$104.69 - $141.77 $12.6K - $17K
1.66K $222K
MET
Metlife Inc

Financial Services
203
+ 6.38%
$68.42 - $82.49 $13.9K - $16.7K
3.39K $272K
UPS
United Parcel Service Inc

Industrials
859
+ 11.03%
$91.92 - $110.2 $79K - $94.7K
8.65K $872K
WRB
Berkley W R Corp

Financial Services
100
+ 3.02%
$64.28 - $75.17 $6.43K - $7.52K
3.41K $250K
AMT
American Tower Corp

Real Estate
24
+ 2.29%
$203.96 - $228.19 $4.9K - $5.48K
1.07K $237K
XEL
Xcel Energy Inc

Utilities
543
+ 5.02%
$65.65 - $72.39 $35.6K - $39.3K
11.4K $774K
ITW
Illinois Tool Works Inc

Industrials
38
+ 0.78%
$218.41 - $252.43 $8.3K - $9.59K
4.93K $1.22M
ALL
Allstate Corp

Financial Services
155
+ 3.47%
$180.53 - $212.64 $28K - $33K
4.62K $930K
WM
Waste Management Inc

Industrials
57
+ 1.94%
$216.47 - $242.1 $12.3K - $13.8K
2.99K $684K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.24%
$126.6 - $151.6 $506 - $606
1.64K $243K
AEP
American Electric Power CO Inc

Utilities
135
+ 5.89%
$98.59 - $109.11 $13.3K - $14.7K
2.43K $251K
Alps ETF Tr
637K
+ 24.01%
N/A
3.29M $0
Wisdomtree Tr
6
+ 0.09%
N/A
6.84K $0
Bny Mellon ETF Trust
18.2K
New
N/A
18.2K $0
Dimensional ETF Trust
20K
New
N/A
20K $0
Blackrock Inc
82
+ 3.82%
N/A
2.23K $0
T Rowe Price ETF Inc
6.33K
+ 21.36%
N/A
36K $0
CRH.L
Crh PLC

Basic Materials
1.9K
+ 2.46%
N/A
79K $0
Dimensional ETF Trust
63.8K
+ 50.99%
N/A
189K $0
Lam Research Corp
737
+ 24.17%
N/A
3.79K $0
Pimco ETF Tr
322K
+ 23.22%
N/A
1.71M $0
Linde PLC
122
+ 13.44%
N/A
1.03K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
11.3K
New
N/A
11.3K $0
Ishares Bitcoin Trust ETF
1.7K
+ 19.68%
N/A
10.4K $0
Invesco Actively Managed Exc
8.66K
New
N/A
8.66K $0
Goldman Sachs ETF Tr
12.2K
New
N/A
12.2K $0
Ferguson Enterprises Inc
1.65K
New
N/A
1.65K $0
Fidelity Covington Trust
7.86K
New
N/A
7.86K $0
DFSU
Dimensional ETF Tr Dimen Us Su
32.6K
New
N/A
32.6K $0
BUCK
Simplify Exchange Traded Fds S
22.8K
+ 35.96%
N/A
86.2K $0
Bondbloxx ETF Trust
10.9K
New
N/A
10.9K $0
FLQH
Franklin Templeton Libertyq In

ETFs
16K
New
N/A
16K $0
Dimensional ETF Trust
18.4K
New
N/A
18.4K $0
Dimensional ETF Trust
44.9K
New
N/A
44.9K $0
Dimensional ETF Trust
26.5K
New
N/A
26.5K $0
Dimensional ETF Trust
302K
+ 608.07%
N/A
351K $0
Dimensional ETF Trust
35.7K
New
N/A
35.7K $0
PGR
Progressive Corp

Financial Services
111
+ 5.63%
$255.27 - $288.74 $28.3K - $32.1K
2.08K $555K
TGT
Target Corp

Consumer Defensive
159
+ 4.47%
$88.76 - $105.77 $14.1K - $16.8K
3.72K $366K
LOW
Lowes Companies Inc

Consumer Cyclical
182
+ 4.46%
$210.83 - $235.28 $38.4K - $42.8K
4.26K $945K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
271
+ 1.61%
$8.83 - $9.85 $2.39K - $2.67K
17.1K $157K
CB
Chubb LTD

Financial Services
15
+ 1.13%
$274.32 - $302.46 $4.11K - $4.54K
1.34K $387K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.25%
$212.1 - $244.27 $636 - $733
1.21K $264K
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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