Fundamentun, LLC Portfolio Holdings
Fundamentun, LLC
- $1.57 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $1.57 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks