Graver Capital Management, LLC Portfolio Holdings

Graver Capital Management, LLC

  • $95.7 Billion
  • Q4 2024

Graver Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.7 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $28.4B, Vaneck Morningstar Wide Moat E with a value of $12B, Dimensional ETF Tr U S Target with a value of $10.5B, Dimensional ETF Tr with a value of $9.23B, and Dimensional ETF Tr Core Fxd In with a value of $8.52B.

Examining the 13F form we can see an increase of $95.7B in the current position value.

Graver Capital Management, LLC is based out at Columbus, OH

Below you can find more details about Graver Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $95.7 Billion
ETFs: $88.1 Billion
Financial Services: $2.09 Billion
Technology: $1.7 Billion
Consumer Defensive: $1.3 Billion
Consumer Cyclical: $884 Million
Industrials: $771 Million
Utilities: $646 Million
Energy: $242 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.4 Billion 29.67% of portfolio
445,379
Q4 2024 New
$0
$12 Billion 12.57% of portfolio
129,696
Q4 2024 New
$0
$10.5 Billion 10.94% of portfolio
188,141
Q4 2024 New
$0
$9.23 Billion 9.65% of portfolio
316,150
Q4 2024 New
$0
$8.52 Billion 8.91% of portfolio
206,511
Q4 2024 New
$0
$6.52 Billion 6.81% of portfolio
287,205
Q4 2024 New
$0
$5.06 Billion 5.28% of portfolio
199,342
Q4 2024 New
$0
$3.2 Billion 3.35% of portfolio
90,248
Q4 2024 New
$0
$2.72 Billion 2.84% of portfolio
25,539
Q4 2024 New
$921M
$1.81 Billion 1.89% of portfolio
56,988
Q4 2024 New
$0
$1.25 Billion 1.31% of portfolio
3,878
Q4 2024 New
$3.93T
$1.23 Billion 1.29% of portfolio
4,919
Q4 2024 New
$10.6B
$771 Million 0.81% of portfolio
6,666
Q4 2024 New
$0
$679 Million 0.71% of portfolio
10,426
Q4 2024 New
$231B
$578 Million 0.6% of portfolio
4,800
Q4 2024 New
$3.05T
$471 Million 0.49% of portfolio
1,117
Q4 2024 New
$46.3B
$431 Million 0.45% of portfolio
8,000
Q4 2024 New
$2.31T
$357 Million 0.37% of portfolio
1,625
Q4 2024 New
$24.4B
$285 Million 0.3% of portfolio
17,534
Q4 2024 New
$41.9B
$268 Million 0.28% of portfolio
2,000
Q4 2024 New
$224B
$259 Million 0.27% of portfolio
894
Q4 2024 New
$94.5B
$261 Million 0.27% of portfolio
5,000
Q4 2024 New
$86.6B
$242 Million 0.25% of portfolio
5,713
Q4 2024 New
$85.4B
$215 Million 0.23% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $95.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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