Shepherd Kaplan Krochuk, LLC Portfolio Holdings
Shepherd Kaplan Krochuk, LLC
- $121 Million
- Q1 2024
Shepherd Kaplan Krochuk, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $121 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.2M, Ishares Msci Usa Min Vol Facto with a value of $8.16M, Vaneck ETF Tr Fallen Angel Hig with a value of $7.23M, Campbell Soup CO with a value of $6.82M, and Ishares Tr with a value of $6.69M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $111M to 121M.
Shepherd Kaplan Krochuk, LLC is based out at Boston, MA
Below you can find more details about Shepherd Kaplan Krochuk, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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