Graver Capital Management, LLC Portfolio Holdings by Sector
Graver Capital Management, LLC
- $98.1 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS MOAT DFAT DFAI DFCF DFAE SCHB DFIV 11 stocks |
$90.5 Million
92.25% of portfolio
|
  8  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PEBO HBAN 2 stocks |
$1.95 Million
1.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.06 Million
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.04 Million
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D DUK AEE 3 stocks |
$893,300
0.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$659,288
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM MCD 2 stocks |
$593,979
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$449,820
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$417,112
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$308,221
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$225,330
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|