Somerville Kurt F has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $573 Million distributed in 361 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.2M, Advanced Micro Devices Inc with a value of $26.9M, Nvidia Corp with a value of $26.3M, Alphabet Inc. with a value of $26M, and Apple Inc. with a value of $25M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $525M to 573M.

Below you can find more details about Somerville Kurt F portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
Technology: $154 Million
Healthcare: $125 Million
Industrials: $104 Million
Consumer Cyclical: $66.9 Million
Consumer Defensive: $44.4 Million
Financial Services: $31 Million
Communication Services: $26.9 Million
Energy: $12.9 Million
Other: $7.28 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 361
  • Current Value $573 Million
  • Prior Value $525 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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