Unconventional Investor, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $134 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $51.6M, Berkshire Hathaway Inc Class B with a value of $24.1M, Vanguard Index Fds S&P 500 ETF with a value of $12.6M, Vanguard Utilities ETF with a value of $12.3M, and Vanguard Ftse Developed Market with a value of $9.52M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $122M to 134M.

Below you can find more details about Unconventional Investor, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $106 Million
Financial Services: $24.3 Million
Technology: $2.36 Million
Consumer Defensive: $389,000
Communication Services: $250,000
Consumer Cyclical: $216,000
Industrials: $47,000

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 33
  • Current Value $134 Million
  • Prior Value $122 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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