Menlo Advisors LLC Portfolio Holdings
Menlo Advisors LLC
- $194 Million
- Q3 2024
Menlo Advisors LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $29.8M, Alphabet Inc. with a value of $13.2M, Spdr Gold Trust with a value of $13.1M, Apple Inc. with a value of $12.7M, and Microsoft Corp with a value of $12M.
Examining the 13F form we can see an increase of $14.1M in the current position value, from $180M to 194M.
Below you can find more details about Menlo Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
ETFs: $55.8 Million
Financial Services: $41.1 Million
Technology: $29.8 Million
Communication Services: $26.1 Million
Healthcare: $19.8 Million
Industrials: $7.24 Million
Consumer Cyclical: $6.06 Million
Energy: $3.04 Million
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|