Fundamentun, LLC Incresed Positions in Q3 2025

Fundamentun, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
1.68K
+ 1.26%
$86.91 - $99.57 $146K - $167K
135K $13.2M
USTB
Victory Portfolios Ii Victorys

ETFs
14.3K
+ 177.63%
$50.54 - $51.1 $722K - $730K
22.3K $1.14M
LHX
L3 Harris Technologies, Inc.

Industrials
135
+ 1.08%
$252.18 - $305.41 $34K - $41.2K
12.6K $3.86M
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 1.27%
$94.4 - $104.27 $129K - $143K
109K $11.2M
JNJ
Johnson & Johnson

Healthcare
245
+ 1.23%
$155.17 - $185.42 $38K - $45.4K
20.2K $3.74M
AXP
American Express CO

Financial Services
483
+ 1.22%
$294.27 - $342.31 $142K - $165K
40K $13.3M
URA
Global X Uranium ETF

ETFs
11K
+ 78.51%
$36.45 - $50.4 $401K - $555K
25K $1.19M
VGSH
Vanguard

ETFs
10.9K
+ 299.64%
$58.43 - $58.88 $634K - $639K
14.5K $852K
PSX
Phillips 66

Energy
629
+ 1.99%
$118.37 - $139.46 $74.5K - $87.7K
32.3K $4.39M
MCK
Mckesson Corp

Healthcare
690
+ 53.74%
$659.01 - $772.54 $455K - $533K
1.97K $1.52M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.1K
+ 1.08%
$53.93 - $57.58 $113K - $121K
197K $11.1M
PLTR
Palantir Technologies Inc.

Technology
2.06K
+ 63.31%
$130.68 - $186.97 $269K - $385K
5.31K $969K
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 2.13%
$211.65 - $238.24 $461K - $519K
105K $22.9M
IYW
Ishares Dj Us Tech ETF

ETFs
1.78K
+ 43.0%
$171.38 - $197.01 $304K - $350K
5.91K $1.16M
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 10.25%
$133.81 - $152.16 $260K - $295K
20.9K $2.93M
CEG
Constellation Energy Corp

Utilities
808
+ 3.21%
$298.82 - $354.89 $241K - $287K
26K $8.54M
CAT
Caterpillar Inc

Industrials
33
+ 0.72%
$390.92 - $477.15 $12.9K - $15.7K
4.59K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
359
+ 11.67%
$617.65 - $666.84 $222K - $239K
3.43K $2.29M
MDT
Medtronic PLC

Healthcare
1.26K
+ 3.82%
$87.67 - $95.74 $111K - $121K
34.3K $3.26M
NOC
Northrop Grumman Corp

Industrials
40
+ 1.24%
$498.9 - $609.32 $20K - $24.4K
3.27K $1.99M
MA
Mastercard Inc

Financial Services
418
+ 2.22%
$550.18 - $598.96 $230K - $250K
19.3K $11M
CVX
Chevron Corp

Energy
913
+ 5.65%
$145.57 - $161.83 $133K - $148K
17.1K $2.65M
AMGN
Amgen Inc

Healthcare
948
+ 4.3%
$271.18 - $309.22 $257K - $293K
23K $6.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.54K
+ 92.51%
$49.43 - $54.52 $274K - $302K
11.5K $624K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.29K
+ 23.88%
$50.53 - $50.82 $318K - $320K
32.6K $1.66M
WFC
Wells Fargo & Company

Financial Services
1.47K
+ 2.98%
$77.05 - $85.16 $113K - $125K
50.6K $4.24M
XOM
Exxon Mobil Corp

Energy
1.16K
+ 3.56%
$105.83 - $117.22 $123K - $136K
33.7K $3.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.87K
+ 0.91%
$30.71 - $30.86 $242K - $243K
875K $27M
VO
Vanguard Mid Cap ETF

ETFs
20
+ 0.11%
$279.83 - $293.74 $5.6K - $5.87K
17.6K $5.16M
META
Meta Platforms, Inc.

Communication Services
467
+ 1.82%
$695.21 - $791.73 $325K - $370K
26.1K $19.2M
EXC
Exelon Corp

Utilities
3.6K
+ 7.38%
$42.73 - $45.54 $154K - $164K
52.4K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
516
+ 2.82%
$108.46 - $120.63 $56K - $62.2K
18.8K $2.24M
MUB
Ishares National Muni Bond ETF

ETFs
2.14K
+ 93.66%
$103.24 - $106.68 $221K - $229K
4.43K $471K
ED
Consolidated Edison Inc

Utilities
2.27K
+ 11.21%
$95.57 - $105.36 $217K - $239K
22.5K $2.26M
DUK
Duke Energy Corp

Utilities
892
+ 5.21%
$116.31 - $125.93 $104K - $112K
18K $2.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42
+ 0.12%
$72.65 - $78.68 $3.05K - $3.3K
35.9K $2.81M
VXF
Vanguard Extended Market ETF

ETFs
841
+ 47.22%
$193.58 - $213.07 $163K - $179K
2.62K $548K
CNP
Centerpoint Energy Inc

Utilities
2.22K
+ 3.86%
$35.77 - $39.16 $79.4K - $87K
59.7K $2.32M
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.08K
+ 0.88%
$26.46 - $28.43 $28.5K - $30.6K
124K $3.47M
LMT
Lockheed Martin Corp

Industrials
115
+ 3.43%
$410.74 - $499.21 $47.2K - $57.4K
3.47K $1.73M
XEL
Xcel Energy Inc

Utilities
376
+ 3.31%
$67.56 - $80.65 $25.4K - $30.3K
11.7K $947K
NEE
Nextera Energy Inc

Utilities
187
+ 0.72%
$69.77 - $77.54 $13K - $14.5K
26.2K $1.98M
IYF
Ishares Tr

ETFs
1.08K
+ 18.58%
$119.89 - $127.16 $129K - $137K
6.89K $872K
GE
General Electric CO

Industrials
228
+ 11.26%
$244.75 - $305.63 $55.8K - $69.7K
2.25K $677K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.06%
$420.11 - $472.68 $840 - $945
3.34K $1.57M
CGDV
Capital Group Divid Value ETF

ETFs
1.73K
+ 5.96%
$39.59 - $42.21 $68.6K - $73.1K
30.8K $1.29M
MO
Altria Group, Inc.

Consumer Defensive
975
+ 10.23%
$57.75 - $67.68 $56.3K - $66K
10.5K $693K
TMUS
T Mobile Us, Inc.

Communication Services
491
+ 5.56%
$226.02 - $259.01 $111K - $127K
9.32K $2.23M
INTF
Ishares Tr

ETFs
422
+ 0.68%
$33.72 - $36.17 $14.2K - $15.3K
62.2K $2.23M
Activity Summary
Buys All Purchases 223 New Holdings 31 Increased Positions 192 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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