Mattern Capital Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $794 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.9M, Apple Inc. with a value of $16.6M, Walmart Inc. with a value of $14.1M, Costco Wholesale Corp with a value of $14M, and Brown & Brown, Inc. with a value of $13.2M.
Examining the 13F form we can see an increase of $38.5M in the current position value, from $755M to 794M.
Mattern Capital Management, LLC is based out at Lakewood, CO
Below you can find more details about Mattern Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$794 Million
Industrials: $137 Million
Technology: $121 Million
Financial Services: $108 Million
Consumer Defensive: $86.9 Million
Healthcare: $84.6 Million
Consumer Cyclical: $67.9 Million
Utilities: $52.5 Million
ETFs: $43.4 Million
Other: $89.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
