CRITERION CAPITAL ADVISORS, LLC

CIK 1765884 · Voir sur SEC EDGAR ↗

Valeur du portefeuille
$158.9M
#7 211 sur 9 443 par valeur 13F · top 76.4%
Positions
348
Au
31 décembre 2024 Données au Q4 2024
Poids des 10 principales participations
49,07%
Poids des 25 principales participations
70,68%
Positions supérieures à 1%
30
Nombre effectif de positions
25,1

Basé uniquement sur les positions longues en actions du 13F (liquidités, obligations, positions courtes non divulguées)

Nouvelles positions
348
Augmenté
0
Diminué
0
Fermé
0
Sur cette page

Répartition sectorielle

Healthcare
11,4%
Technology
10,7%
Financials
7,5%
Retail
5,5%
Communication Services
4,5%
Industrials
4,5%
Energy
3,4%
Financial Services
2,1%
Consumer Staples
0,6%
Consumer Discretionary
0,4%
Communications
0,1%
Consumer products
0,1%
Materials
0,1%
Utilities
0,1%
Real Estate
0,1%
Logistics & Transportation
0,0%
Telecommunication
0,0%
Packaging
0,0%
Paper & Forest
0,0%
Autre/Non mappé
48,8%

Portefeuille complet 348 positions

Type Série Tendance 8 trimestres
DFIC $18 961 972 11,94% 721 262 Hausse ×1
GIGB $16 514 363 10,40% 364 958 Hausse ×1
DFAC $8 361 984 5,26% 259 367 Hausse ×1
AAPL Apple Inc. - Common Stock $7 205 881 4,54% 34 213 Hausse ×1
DFAS $6 743 781 4,25% 112 247 Hausse ×1
BRKB $5 047 575 3,18% 12 408 Hausse ×1
ORCL Oracle Corporation Common Stock $3 933 587 2,48% 27 858 Hausse ×1
JPM JP Morgan Chase & Co. Common Stock $3 801 150 2,39% 18 793 Hausse ×1
GOOG Alphabet Inc. - Class C Capital Stock $3 749 070 2,36% 20 440 Hausse ×1
MSFT Microsoft Corporation - Common Stock $3 622 968 2,28% 8 106 Hausse ×1
HCA HCA Healthcare, Inc. Common Stock $3 001 030 1,89% 9 341 Hausse ×1
AMGN Amgen Inc. - Common Stock $2 801 677 1,76% 8 967 Hausse ×1
ABBV AbbVie Inc. Common Stock $2 762 779 1,74% 16 108 Hausse ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2 461 417 1,55% 4 833 Hausse ×1
V Visa Inc. $2 461 125 1,55% 9 377 Hausse ×1
COST Costco Wholesale Corporation - Common Stock $2 453 665 1,54% 2 887 Hausse ×1
AMZN Amazon.com, Inc. - Common Stock $2 355 850 1,48% 12 191 Hausse ×1
CMCSA Comcast Corporation - Class A Common Stock $2 268 332 1,43% 57 925 Hausse ×1
CB Chubb Limited Common Stock $2 214 823 1,39% 8 683 Hausse ×1
RTX RTX Corporation Common Stock $2 096 710 1,32% 20 886 Hausse ×1
LLY Eli Lilly and Company Common Stock $1 993 060 1,25% 2 201 Hausse ×1
CVX Chevron Corporation Common Stock $1 943 051 1,22% 12 422 Hausse ×1
DFLV $1 855 831 1,17% 64 193 Hausse ×1
EOG EOG Resources, Inc. Common Stock $1 830 694 1,15% 14 544 Hausse ×1
TSCO Tractor Supply Company - Common Stock $1 825 788 1,15% 6 762 Hausse ×1
NOC Northrop Grumman Corporation Common Stock $1 718 322 1,08% 3 942 Hausse ×1
MDT Medtronic plc. Ordinary Shares $1 712 547 1,08% 21 758 Hausse ×1
TXN Texas Instruments Incorporated - Common Stock $1 647 951 1,04% 8 471 Hausse ×1
C Citigroup, Inc. Common Stock $1 612 414 1,02% 25 408 Hausse ×1
EFA $1 586 900 1,00% 20 259 Hausse ×1
DG Dollar General Corporation Common Stock $1 536 339 0,97% 11 619 Hausse ×1
DFEM $1 413 485 0,89% 52 880 Hausse ×1
CGGO $1 405 184 0,88% 47 730 Hausse ×1
RF Regions Financial Corporation Common Stock $1 404 035 0,88% 70 062 Hausse ×1
SPY SPY $1 299 336 0,82% 2 388 Hausse ×1
IVV $1 286 364 0,81% 2 351 Hausse ×1
NVO Novo Nordisk A/S Common Stock $1 250 688 0,79% 8 762 Hausse ×1
WCN Waste Connections, Inc. Common Shares $1 219 769 0,77% 6 956 Hausse ×1
MRSH Marsh Common Stock $997 730 0,63% 4 735 Hausse ×1
RSP $974 922 0,61% 5 935 Hausse ×1
XLE XLE $973 641 0,61% 10 682 Hausse ×1
GOOGL Alphabet Inc. - Class A Common Stock $924 412 0,58% 5 075 Hausse ×1
CSX CSX Corporation - Common Stock $916 162 0,58% 27 389 Hausse ×1
ACWI iShares MSCI ACWI ETF $820 520 0,52% 7 300 Hausse ×1
DHR Danaher Corporation Common Stock $794 066 0,50% 3 178 Hausse ×1
VYM $774 340 0,49% 6 529 Hausse ×1
AON Aon plc Class A Ordinary Shares (Ireland) $722 736 0,45% 2 462 Hausse ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $695 377 0,44% 10 626 Hausse ×1
TMO Thermo Fisher Scientific Inc Common Stock $655 837 0,41% 1 186 Hausse ×1
QUS $645 532 0,41% 4 378 Hausse ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $642 402 0,40% 8 900 Hausse ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $567 209 0,36% 11 070 Hausse ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $537 275 0,34% 1 188 Hausse ×1
DGRO $524 712 0,33% 9 108 Hausse ×1
IWF $497 557 0,31% 1 365 Hausse ×1
XOM Exxon Mobil Corporation Common Stock $446 544 0,28% 3 879 Hausse ×1
NKE Nike, Inc. Common Stock $437 287 0,28% 5 802 Hausse ×1
VEA $415 524 0,26% 8 408 Hausse ×1
SCHA $409 828 0,26% 8 637 Hausse ×1
IUSB iShares Core Universal USD Bond ETF $371 302 0,23% 8 211 Hausse ×1
SCZ iShares MSCI EAFE Small-Cap ETF $346 417 0,22% 5 620 Hausse ×1
QUAL $332 881 0,21% 1 949 Hausse ×1
QQQ Invesco QQQ Trust, Series 1 $315 896 0,20% 659 Hausse ×1
VOE $297 852 0,19% 1 980 Hausse ×1
GLD $281 581 0,18% 1 310 Hausse ×1
IJH $280 428 0,18% 4 792 Hausse ×1
BFST Business First Bancshares, Inc. - Common Stock $243 190 0,15% 11 176 Hausse ×1
HD Home Depot, Inc. (The) Common Stock $236 159 0,15% 686 Hausse ×1
ITW Illinois Tool Works Inc. Common Stock $234 594 0,15% 990 Hausse ×1
VLO Valero Energy Corporation Common Stock $231 680 0,15% 1 478 Hausse ×1
ESGU iShares ESG Aware MSCI USA ETF $230 167 0,14% 1 929 Hausse ×1
EFV $219 325 0,14% 4 135 Hausse ×1
DYNF $213 513 0,13% 4 549 Hausse ×1
DFAU $212 194 0,13% 5 660 Hausse ×1
QTWO Q2 Holdings, Inc. Common Stock $211 155 0,13% 3 500 Hausse ×1
HDV $208 154 0,13% 1 915 Hausse ×1
EFG $205 805 0,13% 2 012 Hausse ×1
JNJ Johnson & Johnson Common Stock $192 493 0,12% 1 317 Hausse ×1
CSCO Cisco Systems, Inc. - Common Stock $188 424 0,12% 3 966 Hausse ×1
DIS Walt Disney Company (The) Common Stock $178 509 0,11% 1 798 Hausse ×1
PWV $173 652 0,11% 3 155 Hausse ×1
IVW $159 760 0,10% 1 726 Hausse ×1
USB U.S. Bancorp Common Stock $143 633 0,09% 3 618 Hausse ×1
IVE $128 611 0,08% 707 Hausse ×1
GWW W.W. Grainger, Inc. Common Stock $126 796 0,08% 141 Hausse ×1
SMMV $125 946 0,08% 3 377 Hausse ×1
DFSU $122 552 0,08% 3 516 Hausse ×1
BSX Boston Scientific Corporation Common Stock $116 671 0,07% 1 515 Hausse ×1
LOW Lowe's Companies, Inc. Common Stock $115 522 0,07% 524 Hausse ×1
RGA Reinsurance Group of America, Incorporated Common Stock $110 846 0,07% 540 Hausse ×1
MBB iShares MBS ETF $110 815 0,07% 1 207 Hausse ×1
SDY $109 502 0,07% 861 Hausse ×1
IYW $103 961 0,07% 691 Hausse ×1
PSX Phillips 66 Common Stock $103 814 0,07% 735 Hausse ×1
BA Boeing Company (The) Common Stock $101 425 0,06% 557 Hausse ×1
EMXC iShares MSCI Emerging Markets ex China ETF $98 547 0,06% 1 665 Hausse ×1
VIG $91 275 0,06% 500 Hausse ×1
ABT Abbott Laboratories Common Stock $89 516 0,06% 861 Hausse ×1
VUSE $88 497 0,06% 1 635 Hausse ×1
PRU Prudential Financial, Inc. Common Stock $84 729 0,05% 723 Hausse ×1

Plus gros nouveaux paris

Nouvelles positions ouvertes ce trimestre, par ordre décroissant.

Titre Valeur Actions % du portefeuille
DFIC $18 961 972 721 262 11,94%
GIGB $16 514 363 364 958 10,40%
DFAC $8 361 984 259 367 5,26%
AAPL $7 205 881 34 213 4,54%
DFAS $6 743 781 112 247 4,25%
BRKB $5 047 575 12 408 3,18%
ORCL $3 933 587 27 858 2,48%
JPM $3 801 150 18 793 2,39%
GOOG $3 749 070 20 440 2,36%
MSFT $3 622 968 8 106 2,28%
HCA $3 001 030 9 341 1,89%
AMGN $2 801 677 8 967 1,76%
ABBV $2 762 779 16 108 1,74%
UNH $2 461 417 4 833 1,55%
V $2 461 125 9 377 1,55%