Fundamentun, LLC Portfolio Holdings
Fundamentun, LLC
- $2.23 Billion
- Q4 2025
Fundamentun, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.23 Billion distributed in 350 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 $157M, Ishares Core S&P Total U.S. St with a value of $150M, Columbia ETF Tr I with a value of $84M, Wisdomtree Tr Us Quality Divid with a value of $82.3M, and Dimensional ETF Tr Core Fxd In with a value of $81.9M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $2.2B to 2.23B.
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 350
- Current Value $2.23 Billion
- Prior Value $2.2 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 189 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks