R.P. Boggs & Co. Portfolio Holdings
R.P. Boggs & Co.
- $150 Million
- Q2 2025
R.P. Boggs & Co. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Million distributed in 18 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Construction Partners, Inc. with a value of $24.3M, Spdr Gold Trust with a value of $22.6M, Regeneron Pharmaceuticals, Inc. with a value of $15.6M, Cadre Holdings, Inc. with a value of $14.9M, and Fidelity Merrimack Str Tr Tota with a value of $11.1M.
Examining the 13F form we can see an increase of $9.76M in the current position value, from $140M to 150M.
Below you can find more details about R.P. Boggs & Co. portfolio as well as his latest detailed transactions.
Portfolio value
$150 Million
Industrials: $62.6 Million
ETFs: $34.2 Million
Healthcare: $23.4 Million
Consumer Cyclical: $15.1 Million
Real Estate: $8.33 Million
Financial Services: $6.43 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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