Sbb Research Group LLC Portfolio Holdings

Sbb Research Group LLC

  • $56.1 Million
  • Q3 2023

Sbb Research Group LLC has filed its 13F form on November 13, 2023 for Q3 2023 where it was disclosed a total value porftolio of $56.1 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.9M, Vanguard Total Stock Market Et with a value of $7.47M, Berkshire Hathaway Inc Class B with a value of $6.39M, Ishares Barclays 20+ Year Trea with a value of $3.85M, and Ishares Russell 2000 ETF with a value of $2.93M.

Examining the 13F form we can see an increase of $1.03M in the current position value, from $55.1M to 56.1M.

Below you can find more details about Sbb Research Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $56.1 Million
ETFs: $30.8 Million
Financial Services: $6.63 Million
Healthcare: $4.31 Million
Technology: $3.65 Million
Consumer Defensive: $2.75 Million
Industrials: $2.63 Million
Communication Services: $2.37 Million
Consumer Cyclical: $1.85 Million
Other: $1.16 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $56.1 Million
  • Prior Value $55.1 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 13, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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