Fundamentun, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 355 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $130M, Dimensional ETF Tr U S Core Eq with a value of $127M, Wisdomtree Tr Us Quality Divid with a value of $73.3M, Columbia ETF Tr I with a value of $72.8M, and Dimensional ETF Tr Core Fxd In with a value of $62.3M.
Examining the 13F form we can see an increase of $251M in the current position value, from $1.73B to 1.98B.
Fundamentun, LLC is based out at Beachwood, OH
Below you can find more details about Fundamentun, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.98 Billion
ETFs: $1.38 Billion
Technology: $182 Million
Financial Services: $99.7 Million
Communication Services: $70.5 Million
Healthcare: $59.5 Million
Consumer Cyclical: $52 Million
Industrials: $33.6 Million
Consumer Defensive: $31.6 Million
Other: $50.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
