M&R Capital Management Inc Portfolio Holdings
M&R Capital Management Inc
- $411 Million
- Q2 2024
M&R Capital Management Inc has filed its 13F form on July 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $411 Million distributed in 547 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.4M, Broadcom Inc. with a value of $31.3M, Berkshire Hathaway Inc Class B with a value of $25.7M, Alphabet Inc. with a value of $23.3M, and Lowes Companies Inc with a value of $15.6M.
Examining the 13F form we can see an increase of $13M in the current position value, from $398M to 411M.
Below you can find more details about M&R Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
Technology: $113 Million
Financial Services: $84.7 Million
Healthcare: $44.6 Million
Consumer Cyclical: $37.3 Million
Communication Services: $34.9 Million
Industrials: $28.1 Million
Consumer Defensive: $27.4 Million
ETFs: $20.9 Million
Other: $20.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 547
- Current Value $411 Million
- Prior Value $398 Million
- Filing
- Period Q2 2024
- Filing Date July 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 12 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks