Fundamentun, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $167M, Ishares Core S&P Total U.S. St with a value of $127M, Wisdomtree Tr Us Quality Divid with a value of $67.8M, Dimensional ETF Tr Core Fxd In with a value of $50.7M, and Columbia ETF Tr I with a value of $48.8M.
Examining the 13F form we can see an increase of $228M in the current position value, from $1.34B to 1.57B.
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
$1.57 Billion
ETFs: $1.14 Billion
Technology: $131 Million
Financial Services: $72.8 Million
Communication Services: $56.2 Million
Healthcare: $42.8 Million
Consumer Cyclical: $41.6 Million
Industrials: $24.9 Million
Consumer Defensive: $24.9 Million
Other: $29.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
