Telos Capital Management, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $894 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.6M, Vanguard Total Stock Market Et with a value of $34.4M, Qualcomm Inc with a value of $30M, Home Depot, Inc. with a value of $21.1M, and Visa Inc. with a value of $20.3M.
Examining the 13F form we can see an decrease of $24.1M in the current position value, from $918M to 894M.
Below you can find more details about Telos Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$894 Million
ETFs: $182 Million
Technology: $155 Million
Financial Services: $125 Million
Healthcare: $95.1 Million
Industrials: $81.9 Million
Consumer Cyclical: $59.7 Million
Consumer Defensive: $58.7 Million
Communication Services: $44.9 Million
Other: $92 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions