Fundamentun, LLC Portfolio Holdings
Fundamentun, LLC
- $1.98 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 355
- Current Value $1.98 Billion
- Prior Value $1.73 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 64 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks