Paul Damon & Associates, Inc. Portfolio Holdings

Paul Damon & Associates, Inc.

  • $209 Billion
  • Q3 2025

Paul Damon & Associates, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $22B, Ishares Tr Russell 200 Growth with a value of $17.4B, Spdr S&P 500 ETF Trust with a value of $17B, Amazon Com Inc with a value of $15.5B, and Schwab Strategic Tr Us Dividen with a value of $12.4B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $191B to 209B.

Paul Damon & Associates, Inc. is based out at Grand Rapids, MI

Below you can find more details about Paul Damon & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
ETFs: $152 Billion
Consumer Cyclical: $18 Billion
Technology: $17.1 Billion
Financial Services: $6.2 Billion
Communication Services: $5.14 Billion
Healthcare: $3.41 Billion
Industrials: $2.43 Billion
Consumer Defensive: $2.24 Billion
Other: $930 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $209 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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