Fernwood Investment Management, LLC

CIK 1570296 · عرض على SEC EDGAR ↗

قيمة المحفظة
$287.6M
#5306 من 9443 حسب قيمة 13F · أعلى 56.2%
المراكز
165
حتى تاريخ
31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
وزن أكبر 10 مقتنيات
38,50%
وزن أكبر 25 مقتنية
61,47%
المراكز فوق 1%
25
العدد الفعلي للمراكز
41,4

استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)

مراكز جديدة
165
زيادة
0
انخفض
0
مغلق
0
على هذه الصفحة

توزيع القطاعات

Technology
17,9%
Healthcare
14,0%
Energy
13,5%
Communication Services
9,6%
Industrials
6,5%
Financial Services
6,1%
Retail
4,7%
Consumer Discretionary
4,4%
Consumer Staples
4,0%
Utilities
1,1%
Real Estate
0,8%
Materials
0,7%
Financials
0,5%
Consumer products
0,3%
Logistics & Transportation
0,2%
Communications
0,2%
أخرى/غير معينة
15,6%

المحفظة الكاملة 165 المراكز

النوع فترة متتالية اتجاه 8 أرباع
TPL Texas Pacific Land Corporation Common Stock $27104673 9,43% 24508 صعود ×1
AAPL Apple Inc. - Common Stock $12437159 4,32% 49665 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $11792301 4,10% 20140 صعود ×1
MGK $11496169 4,00% 33477 صعود ×1
NVDA NVIDIA Corporation - Common Stock $10350037 3,60% 77072 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $9033603 3,14% 41176 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $7763786 2,70% 41013 صعود ×1
BBIO BridgeBio Pharma, Inc. - Common Stock $7637375 2,66% 278330 صعود ×1
LLY Eli Lilly and Company Common Stock $6871572 2,39% 8901 صعود ×1
AXON Axon Enterprise, Inc. - Common Stock $6225502 2,16% 10475 صعود ×1
MSCI MSCI Inc. Common Stock $6212504 2,16% 10354 صعود ×1
PLRX Pliant Therapeutics, Inc. - Common Stock $5602834 1,95% 425424 صعود ×1
MSFT Microsoft Corporation - Common Stock $5489195 1,91% 13023 صعود ×1
MRVL Marvell Technology, Inc. - Common Stock $5449603 1,90% 49340 صعود ×1
ARCC Ares Capital Corporation - Closed End Fund $5091102 1,77% 232577 صعود ×1
IYK $4948020 1,72% 75439 صعود ×1
MDB MongoDB, Inc. - Class A Common Stock $4722085 1,64% 20283 صعود ×1
PM Philip Morris International Inc Common Stock $4183457 1,45% 34761 صعود ×1
CMG Chipotle Mexican Grill, Inc. Common Stock $3978293 1,38% 65975 صعود ×1
GOOG Alphabet Inc. - Class C Capital Stock $3818322 1,33% 20050 صعود ×1
MO Altria Group, Inc. $3626698 1,26% 69357 صعود ×1
V Visa Inc. $3617297 1,26% 11446 صعود ×1
GNRC Generac Holdlings Inc. Common Stock $3200232 1,11% 20640 صعود ×1
UNP Union Pacific Corporation Common Stock $3059743 1,06% 13418 صعود ×1
GLNG Golar LNG Limited - Common Shares $3054446 1,06% 72175 صعود ×1
ESTC Elastic N.V. Ordinary Shares $2759378 0,96% 27850 صعود ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $2496109 0,87% 2105 صعود ×1
XOM Exxon Mobil Corporation Common Stock $2431835 0,85% 22607 صعود ×1
TSLA Tesla, Inc. - Common Stock $2419405 0,84% 5991 صعود ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $2366036 0,82% 6915 صعود ×1
ABBV AbbVie Inc. Common Stock $2209087 0,77% 12432 صعود ×1
COR Cencora, Inc. Common Stock $2120979 0,74% 9440 صعود ×1
EMLP $2023851 0,70% 56770 صعود ×1
MCD McDonald's Corporation Common Stock $1929899 0,67% 6657 صعود ×1
XLE XLE $1884909 0,66% 22005 صعود ×1
PSX Phillips 66 Common Stock $1878364 0,65% 16487 صعود ×1
JNJ Johnson & Johnson Common Stock $1859558 0,65% 12858 صعود ×1
FPX $1855632 0,65% 15527 صعود ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $1813829 0,63% 5156 صعود ×1
STZ Constellation Brands, Inc. Common Stock $1785459 0,62% 8079 صعود ×1
BSX Boston Scientific Corporation Common Stock $1703690 0,59% 19074 صعود ×1
XLV XLV $1682894 0,59% 12233 صعود ×1
ZWS Zurn Elkay Water Solutions Corporation Common Stock $1676076 0,58% 44935 صعود ×1
DAY $1630042 0,57% 22440 صعود ×1
HE Hawaiian Electric Industries, Inc. Common Stock $1617613 0,56% 166250 صعود ×1
MSGS Madison Square Garden Sports Corp. Class A Common Stock (New) $1489488 0,52% 6600 صعود ×1
SAFT Safety Insurance Group, Inc. - Common Stock $1478091 0,51% 17938 صعود ×1
CBOE $1475270 0,51% 7550 صعود ×1
BRKB $1466361 0,51% 3235 صعود ×1
NEO NeoGenomics, Inc. - Common Stock $1453536 0,51% 88200 صعود ×1
APP Applovin Corporation - Class A Common Stock $1397650 0,49% 4316 صعود ×1
YUM Yum! Brands, Inc. $1388556 0,48% 10350 صعود ×1
COP ConocoPhillips Common Stock $1299623 0,45% 13105 صعود ×1
MDU MDU Resources Group, Inc. Common Stock (Holding Company) $1214764 0,42% 67412 صعود ×1
XLK XLK $1180969 0,41% 5079 صعود ×1
JSPR Jasper Therapeutics, Inc. - Class A Common Stock $1130938 0,39% 52897 صعود ×1
YUMC Yum China Holdings, Inc. Common Stock $1129587 0,39% 23450 صعود ×1
DVY iShares Select Dividend ETF $1116490 0,39% 8504 صعود ×1
GILD Gilead Sciences, Inc. - Common Stock $1111858 0,39% 12037 صعود ×1
OLED Universal Display Corporation - Common Stock $1109658 0,39% 7590 صعود ×1
CLOU Global X Cloud Computing ETF $1093415 0,38% 45635 صعود ×1
SLG SL Green Realty Corp Common Stock $1048956 0,36% 15444 صعود ×1
WMB Williams Companies, Inc. (The) Common Stock $1007390 0,35% 18614 صعود ×1
SBAC SBA Communications Corporation - Class A Common Stock $993525 0,35% 4875 صعود ×1
FLRN $983360 0,34% 32000 صعود ×1
K $982571 0,34% 12135 صعود ×1
BIL $959009 0,33% 10489 صعود ×1
CRK Comstock Resources, Inc. Common Stock $958919 0,33% 52630 صعود ×1
NFLX Netflix, Inc. - Common Stock $945245 0,33% 1061 صعود ×1
DIS Walt Disney Company (The) Common Stock $877215 0,31% 7878 صعود ×1
MDT Medtronic plc. Ordinary Shares $850722 0,30% 10650 صعود ×1
EMQQ $849346 0,30% 24633 صعود ×1
ATEC Alphatec Holdings, Inc. - Common Stock $844441 0,29% 91987 صعود ×1
RVMD Revolution Medicines, Inc. - Common Stock $809409 0,28% 18505 صعود ×1
CVS CVS Health Corporation Common Stock $793969 0,28% 17687 صعود ×1
HD Home Depot, Inc. (The) Common Stock $784593 0,27% 2017 صعود ×1
INFL $768088 0,27% 20170 صعود ×1
RLAY Relay Therapeutics, Inc. - Common Stock $765344 0,27% 185763 صعود ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $761216 0,26% 10065 صعود ×1
SWKS Skyworks Solutions, Inc. - Common Stock $760431 0,26% 8575 صعود ×1
DHR Danaher Corporation Common Stock $722394 0,25% 3147 صعود ×1
MKC McCormick & Company, Incorporated Common Stock $711319 0,25% 9330 صعود ×1
CAT Caterpillar, Inc. Common Stock $709921 0,25% 1957 صعود ×1
AVGO Broadcom Inc. - Common Stock $701316 0,24% 3025 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $673326 0,23% 7889 صعود ×1
LDUR $664930 0,23% 7000 صعود ×1
XLY XLY $653532 0,23% 2913 صعود ×1
WMT Walmart Inc. - Common Stock $651080 0,23% 7206 صعود ×1
HON Honeywell International Inc. - Common Stock $649886 0,23% 2877 صعود ×1
TT Trane Technologies plc $646363 0,22% 1750 صعود ×1
CTVA Corteva, Inc. Common Stock $633737 0,22% 11126 صعود ×1
BKLN $616993 0,21% 29283 صعود ×1
JXN Jackson Financial Inc. Class A Common Stock $594321 0,21% 6825 صعود ×1
UPS United Parcel Service, Inc. Common Stock $584852 0,20% 4638 صعود ×1
OKE ONEOK, Inc. Common Stock $582320 0,20% 5800 صعود ×1
WAT Waters Corporation Common Stock $565745 0,20% 1525 صعود ×1
WFCPRL $560131 0,19% 469 صعود ×1
HTD John Hancock Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest $555226 0,19% 25215 صعود ×1
OPLN OPENLANE, Inc. Common Stock $539648 0,19% 27200 صعود ×1
DEM $528597 0,18% 13055 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
TPL $27104673 24508 9,43%
AAPL $12437159 49665 4,32%
META $11792301 20140 4,10%
MGK $11496169 33477 4,00%
NVDA $10350037 77072 3,60%
AMZN $9033603 41176 3,14%
GOOGL $7763786 41013 2,70%
BBIO $7637375 278330 2,66%
LLY $6871572 8901 2,39%
AXON $6225502 10475 2,16%
MSCI $6212504 10354 2,16%
PLRX $5602834 425424 1,95%
MSFT $5489195 13023 1,91%
MRVL $5449603 49340 1,90%
ARCC $5091102 232577 1,77%