Somerville Kurt F Portfolio Holdings
Somerville Kurt F
- $554 Million
- Q1 2025
Somerville Kurt F has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $554 Million distributed in 464 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1M, Mastercard Inc with a value of $26.7M, Nvidia Corp with a value of $26M, Microsoft Corp with a value of $24.5M, and Alphabet Inc. with a value of $23.5M.
Examining the 13F form we can see an decrease of $23.8M in the current position value, from $578M to 554M.
Below you can find more details about Somerville Kurt F portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
Technology: $143 Million
Healthcare: $116 Million
Industrials: $108 Million
Consumer Cyclical: $62.4 Million
Consumer Defensive: $42.9 Million
Financial Services: $35.1 Million
Communication Services: $24.6 Million
Energy: $13.3 Million
Other: $8.55 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|