Fundamentun, LLC Incresed Positions in Q1 2025

Fundamentun, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.07K
+ 0.83%
$44.41 - $45.98 $47.3K - $49K
129K $5.9M
NOC
Northrop Grumman Corp

Industrials
24
+ 0.78%
$433.45 - $513.82 $10.4K - $12.3K
3.1K $1.59M
LOW
Lowes Companies Inc

Consumer Cyclical
741
+ 22.2%
$222.66 - $268.42 $165K - $199K
4.08K $951K
PGR
Progressive Corp

Financial Services
158
+ 8.72%
$235.61 - $291.22 $37.2K - $46K
1.97K $557K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
971
+ 60.05%
$161.27 - $192.3 $157K - $187K
2.59K $417K
ADP
Automatic Data Processing Inc

Industrials
304
+ 15.99%
$286.85 - $318.64 $87.2K - $96.9K
2.21K $673K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.2K
+ 17.45%
$50.39 - $50.66 $111K - $111K
14.8K $749K
DEW
Wisdomtree Tr Global High Divi

ETFs
1.25K
+ 16.14%
$51.48 - $56.43 $64.5K - $70.7K
9.01K $505K
NSC
Norfolk Southern Corp

Industrials
402
+ 32.24%
$227.69 - $259.76 $91.5K - $104K
1.65K $390K
IBM
International Business Machines Corp

Technology
117
+ 5.49%
$217.4 - $264.74 $25.4K - $31K
2.25K $559K
WFC
Wells Fargo & Company

Financial Services
962
+ 9.95%
$66.78 - $81.42 $64.2K - $78.3K
10.6K $762K
IWF
Ishares Russell 1000 Gr ETF

ETFs
466
+ 21.31%
$360.07 - $417.26 $168K - $194K
2.65K $957K
BK
Bank Of New York Mellon Corp

Financial Services
485
+ 9.49%
$75.42 - $88.95 $36.6K - $43.1K
5.59K $469K
CB
Chubb LTD

Financial Services
139
+ 11.75%
$257.71 - $301.99 $35.8K - $42K
1.32K $399K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.36K
+ 22.5%
$92.45 - $106.69 $126K - $145K
7.42K $688K
IWP
Ishares Russell Mid Cap Growth

ETFs
801
+ 29.75%
$114.9 - $139.6 $92K - $112K
3.49K $410K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
647
+ 1.55%
$49.67 - $51.43 $32.1K - $33.3K
42.4K $2.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
745
+ 19.89%
$77.7 - $78.94 $57.9K - $58.8K
4.49K $354K
ETN
Eaton Corp PLC

Industrials
769
+ 30.65%
$271.83 - $371.23 $209K - $285K
3.28K $891K
XLV
Select Sector Spdr Fund Health

ETFs
293
+ 15.01%
$137.61 - $149.68 $40.3K - $43.9K
2.25K $327K
ACN
Accenture PLC

Technology
540
+ 19.17%
$300.91 - $398.25 $162K - $215K
3.36K $1.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.63K
+ 7.06%
$64.88 - $72.1 $171K - $190K
39.9K $2.63M
WSO
Watsco Inc

Industrials
74
+ 16.7%
$463.86 - $530.75 $34.3K - $39.3K
517 $262K
AMAT
Applied Materials Inc

Technology
668
+ 25.45%
$145.06 - $195.51 $96.9K - $131K
3.29K $477K
UPS
United Parcel Service Inc

Industrials
1.4K
+ 21.89%
$109.66 - $136.26 $153K - $191K
7.79K $856K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
950
+ 20.23%
$49.6 - $50.28 $47.1K - $47.8K
5.65K $283K
HCA
Hca Healthcare, Inc.

Healthcare
20
+ 2.14%
$296.7 - $345.55 $5.93K - $6.91K
956 $330K
SPGI
S&P Global Inc.

Financial Services
89
+ 20.14%
$478.26 - $543.77 $42.6K - $48.4K
531 $269K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
986
+ 1.93%
$49.78 - $53.19 $49.1K - $52.4K
52.1K $2.66M
XLK
Technology Sector Spdr

ETFs
855
+ 16.96%
$206.38 - $242.18 $176K - $207K
5.9K $1.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
27
+ 0.85%
$308.86 - $455.36 $8.34K - $12.3K
3.2K $1.13M
EMR
Emerson Electric CO

Industrials
612
+ 30.37%
$108.64 - $131.17 $66.5K - $80.3K
2.63K $288K
XLI
Industrial Sector Spdr

ETFs
280
+ 15.88%
$128.78 - $141.67 $36.1K - $39.7K
2.04K $267K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
210
+ 4.6%
$100.59 - $103.47 $21.1K - $21.7K
4.77K $493K
AFL
Aflac Inc

Financial Services
121
+ 4.7%
$100.99 - $111.19 $12.2K - $13.5K
2.7K $299K
FIDI
Fidelity Covington Tr

ETFs
39
+ 0.25%
$19.41 - $22.35 $757 - $872
15.5K $333K
IYF
Ishares Tr

ETFs
153
+ 2.77%
$107.69 - $119.37 $16.5K - $18.3K
5.67K $639K
ADI
Analog Devices Inc

Technology
254
+ 10.25%
$201.56 - $243.82 $51.2K - $61.9K
2.73K $550K
CRM
Salesforce, Inc.

Technology
6.86K
+ 24.91%
$268.36 - $359.95 $1.84M - $2.47M
34.4K $9.23M
GS
Goldman Sachs Group Inc

Financial Services
55
+ 11.6%
$524.81 - $672.19 $28.9K - $37K
529 $288K
MET
Metlife Inc

Financial Services
271
+ 9.3%
$77.7 - $87.0 $21.1K - $23.6K
3.18K $255K
LMT
Lockheed Martin Corp

Industrials
298
+ 9.98%
$423.19 - $506.29 $126K - $151K
3.29K $1.47M
XLY
Select Sector Spdr Consumer Di

ETFs
295
+ 18.2%
$192.6 - $233.2 $56.8K - $68.8K
1.92K $378K
IVE
Ishares S&P 500 Value ETF

ETFs
75
+ 5.56%
$185.78 - $198.58 $13.9K - $14.9K
1.42K $271K
VTV
Vanguard Value ETF

ETFs
7
+ 0.2%
$167.73 - $179.21 $1.17K - $1.25K
3.43K $593K
XLC
Select Sector Spdr Tr Communic

ETFs
154
+ 3.83%
$94.84 - $105.31 $14.6K - $16.2K
4.18K $402K
DIS
Walt Disney CO

Communication Services
431
+ 16.49%
$96.87 - $114.0 $41.8K - $49.1K
3.04K $300K
SUB
Ishares Short Term National Mu

ETFs
84
+ 2.39%
$105.3 - $106.24 $8.85K - $8.92K
3.61K $380K
INTU
Intuit Inc

Technology
22
+ 5.85%
$555.63 - $630.23 $12.2K - $13.9K
398 $244K
Activity Summary
Buys All Purchases 248 New Holdings 72 Increased Positions 176 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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