Karpas Strategies, LLC Portfolio Holdings
Karpas Strategies, LLC
- $262 Million
- Q2 2024
Karpas Strategies, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $262 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $19M, Schwab Charles Corp with a value of $18.5M, Merck & Co., Inc. with a value of $16.5M, Oneok Inc with a value of $15.8M, and Berkshire Hathaway Inc Class B with a value of $10.2M.
Examining the 13F form we can see an decrease of $1.95M in the current position value, from $264M to 262M.
Below you can find more details about Karpas Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
Financial Services: $76.8 Million
Healthcare: $45.1 Million
Energy: $40.7 Million
Technology: $26.2 Million
Communication Services: $20.4 Million
Utilities: $17.1 Million
Real Estate: $9.45 Million
ETFs: $8.42 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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