Gifford Fong Associates Portfolio Holdings
Gifford Fong Associates
- $400 Million
- Q3 2024
Gifford Fong Associates has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $400 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $44.4M, Apple Inc. with a value of $18.9M, Amazon Com Inc with a value of $18M, Microsoft Corp with a value of $14.8M, and Meta Platforms, Inc. with a value of $12.9M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $377M to 400M.
Gifford Fong Associates is based out at Lafayette, CA
Below you can find more details about Gifford Fong Associates portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
Technology: $117 Million
Financial Services: $85.9 Million
Communication Services: $44 Million
Healthcare: $34.4 Million
Consumer Cyclical: $34 Million
Industrials: $31.4 Million
Energy: $19.5 Million
Consumer Defensive: $19.1 Million
Other: $10.5 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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