Somerville Kurt F Portfolio Holdings
Somerville Kurt F
- $578 Million
- Q4 2024
Somerville Kurt F has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Million distributed in 352 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.7M, Nvidia Corp with a value of $33.3M, Alphabet Inc. with a value of $30.1M, Microsoft Corp with a value of $27.3M, and Mastercard Inc with a value of $26M.
Examining the 13F form we can see an decrease of $28M in the current position value, from $606M to 578M.
Below you can find more details about Somerville Kurt F portfolio as well as his latest detailed transactions.
Portfolio value
$578 Million
Technology: $159 Million
Healthcare: $115 Million
Industrials: $110 Million
Consumer Cyclical: $67.5 Million
Consumer Defensive: $43.9 Million
Financial Services: $33 Million
Communication Services: $30.7 Million
Energy: $12.4 Million
Other: $6.23 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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