Fundamentun, LLC New Holdings in Q3 2025

Fundamentun, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
735K
New
$20.98 - $22.03 $15.4M - $16.2M
735K $16M
NEAR
Blackrock Short Maturity Bond

ETFs
24.5K
New
$50.8 - $51.32 $1.24M - $1.26M
24.5K $1.25M
VRIG
Invesco Actively Managed ETF F

ETFs
46.6K
New
$25.04 - $25.16 $1.17M - $1.17M
46.6K $1.17M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
21.4K
New
$38.32 - $39.33 $820K - $842K
21.4K $840K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.94K
New
$92.14 - $93.55 $824K - $836K
8.94K $836K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.52K
New
$224.68 - $282.71 $565K - $711K
2.52K $702K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.71K
New
$74.68 - $80.26 $426K - $458K
5.71K $457K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15K
New
$24.46 - $26.5 $367K - $398K
15K $395K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.8K
New
$21.69 - $23.34 $364K - $391K
16.8K $390K
CMF
Ishares California Muni Bond E

ETFs
6.6K
New
$55.16 - $57.13 $364K - $377K
6.6K $376K
IYH
Ishares Tr

ETFs
4.91K
New
$54.36 - $58.96 $267K - $289K
4.91K $288K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.58K
New
$98.12 - $105.85 $253K - $273K
2.58K $269K
IYK
Ishares U.S. Consumer Staples

ETFs
3.55K
New
$67.65 - $71.68 $240K - $254K
3.55K $242K
IYJ
Ishares Tr

ETFs
1.65K
New
$142.42 - $148.18 $234K - $244K
1.65K $240K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.04K
New
$50.79 - $76.4 $155K - $232K
3.04K $232K
TER
Teradyne, Inc

Technology
1.64K
New
$90.15 - $137.64 $148K - $226K
1.64K $226K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.08K
New
$89.32 - $107.82 $185K - $224K
2.08K $223K
XLF
Financial Sector Spdr

ETFs
4.13K
New
$51.37 - $54.25 $212K - $224K
4.13K $222K
NEM
Newmont Corp

Basic Materials
2.63K
New
$57.35 - $85.25 $151K - $224K
2.63K $221K
CSX
Csx Corp

Industrials
6.2K
New
$32.05 - $36.52 $199K - $226K
6.2K $219K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.26K
New
$61.56 - $66.95 $201K - $218K
3.26K $218K
L
Loews Corp

Financial Services
2.16K
New
$89.82 - $100.39 $194K - $217K
2.16K $216K
WELL
Welltower Inc.

Real Estate
1.21K
New
$150.71 - $178.14 $182K - $215K
1.21K $215K
OXY
Occidental Petroleum Corp

Energy
4.31K
New
$42.54 - $48.1 $183K - $207K
4.31K $203K
FNDX
Schwab Fundamental U S Large C

ETFs
7.69K
New
$24.38 - $26.34 $187K - $203K
7.69K $202K
CVS
Cvs Health Corp

Healthcare
2.69K
New
$58.75 - $76.5 $158K - $206K
2.69K $202K
ROL
Rollins Inc

Consumer Cyclical
3.44K
New
$55.05 - $58.74 $189K - $202K
3.44K $201K
ZWS
Zurn Water Solutions Corp

Industrials
4.26K
New
$36.48 - $47.94 $155K - $204K
4.26K $200K
Tcw ETF Trust
19.2K
New
N/A
19.2K $0
Arista Networks Inc
2.01K
New
N/A
2.01K $0
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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