Somerville Kurt F has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $582 Million distributed in 365 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.7M, Apple Inc. with a value of $30.5M, Alphabet Inc. with a value of $30.3M, Microsoft Corp with a value of $29.5M, and Advanced Micro Devices Inc with a value of $23.3M.

Examining the 13F form we can see an increase of $9.73M in the current position value, from $573M to 582M.

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

Portfolio value $582 Million
Technology: $168 Million
Healthcare: $120 Million
Industrials: $105 Million
Consumer Cyclical: $65.1 Million
Consumer Defensive: $45.8 Million
Communication Services: $30.8 Million
Financial Services: $28.2 Million
Energy: $12.9 Million
Other: $7.15 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 365
  • Current Value $582 Million
  • Prior Value $573 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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