Fundamentun, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 316 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 $120M, Dimensional ETF Tr U S Core Eq with a value of $109M, Wisdomtree Tr Us Quality Divid with a value of $70.7M, Columbia ETF Tr I with a value of $62.9M, and Dimensional ETF Tr Core Fxd In with a value of $56.6M.
Examining the 13F form we can see an increase of $163M in the current position value, from $1.57B to 1.73B.
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
$1.73 Billion
ETFs: $1.22 Billion
Technology: $137 Million
Financial Services: $87.1 Million
Healthcare: $63.6 Million
Communication Services: $56.9 Million
Consumer Cyclical: $43.5 Million
Industrials: $33.3 Million
Energy: $32 Million
Other: $45.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
