PRIVATE CAPITAL MANAGEMENT LLC

CIK 1778185 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$500.9M
13F 가치 기준 9,443개 중 #3,767위 · 상위 39.9%
포지션
213
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
61.28%
상위 25개 보유 비중
80.97%
1% 초과 포지션
19
유효 포지션 수
18.8

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
213
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

Technology
6.1%
Financial Services
1.3%
Consumer Staples
1.2%
Communication Services
1.2%
Retail
1.0%
Consumer Discretionary
0.5%
Healthcare
0.5%
Energy
0.4%
Financials
0.3%
Industrials
0.2%
Consumer products
0.1%
Telecommunication
0.0%
Communications
0.0%
기타/미분류
87.1%

전체 포트폴리오 213 포지션

유형 연속 8분기 추세
DFUS $74,655,637 14.90% 1,171,069 상승 ×1
DFAI $42,403,655 8.47% 1,452,180 상승 ×1
JCPB $39,232,489 7.83% 851,584 상승 ×1
SPHQ $31,407,287 6.27% 468,556 상승 ×1
UITB VictoryShares Core Intermediate Bond ETF $28,910,833 5.77% 629,043 상승 ×1
VTV $23,020,332 4.60% 135,974 상승 ×1
VONE Vanguard Russell 1000 ETF $20,982,863 4.19% 78,670 상승 ×1
AAPL Apple Inc. - Common Stock $16,189,023 3.23% 64,647 상승 ×1
VB $16,127,777 3.22% 67,121 상승 ×1
VOO $14,059,541 2.81% 26,094 상승 ×1
HELO $13,088,207 2.61% 210,964 상승 ×1
DFAE $10,291,995 2.05% 405,676 상승 ×1
SCHX $10,117,048 2.02% 436,456 상승 ×1
IJR $8,979,334 1.79% 77,932 상승 ×1
VCRB Vanguard Core Bond ETF $8,748,323 1.75% 115,398 상승 ×1
IEFA $8,044,113 1.61% 114,458 상승 ×1
MSFT Microsoft Corporation - Common Stock $6,491,741 1.30% 15,402 상승 ×1
VEA $5,973,079 1.19% 124,908 상승 ×1
PEP PepsiCo, Inc. - Common Stock $5,911,831 1.18% 38,878 상승 ×1
QQQ Invesco QQQ Trust, Series 1 $4,476,148 0.89% 8,756 상승 ×1
V Visa Inc. $3,986,519 0.80% 12,614 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $3,240,611 0.65% 14,771 상승 ×1
IWB $3,222,754 0.64% 10,004 상승 ×1
BRKB $3,059,641 0.61% 6,750 상승 ×1
VTI $2,999,244 0.60% 10,349 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $2,896,288 0.58% 8,233 상승 ×1
SCHB $2,795,934 0.56% 123,169 상승 ×1
NVDA NVIDIA Corporation - Common Stock $2,784,193 0.56% 20,733 상승 ×1
AVDE $2,483,276 0.50% 40,464 상승 ×1
NOBL $2,425,906 0.48% 24,369 상승 ×1
QUAL $2,391,081 0.48% 13,427 상승 ×1
PULS $2,373,148 0.47% 47,894 상승 ×1
SPY SPY $2,083,604 0.42% 3,555 상승 ×1
UCON $1,942,174 0.39% 78,790 상승 ×1
TSLA Tesla, Inc. - Common Stock $1,930,356 0.39% 4,780 상승 ×1
IJH $1,888,950 0.38% 30,315 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,844,232 0.37% 9,742 상승 ×1
BND Vanguard Total Bond Market ETF $1,671,860 0.33% 23,249 상승 ×1
IWV $1,622,816 0.32% 4,855 상승 ×1
SCHG $1,616,504 0.32% 58,002 상승 ×1
MA Mastercard Incorporated Common Stock $1,583,539 0.32% 3,007 상승 ×1
IVE $1,534,676 0.31% 8,040 상승 ×1
XOM Exxon Mobil Corporation Common Stock $1,513,796 0.30% 14,073 상승 ×1
ITOT $1,506,012 0.30% 11,709 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $1,499,335 0.30% 7,873 상승 ×1
VTEB $1,485,954 0.30% 29,642 상승 ×1
EFA $1,482,249 0.30% 19,604 상승 ×1
SCHA $1,307,574 0.26% 50,564 상승 ×1
IBTX $1,292,309 0.26% 21,301 상승 ×1
VUG $1,272,153 0.25% 3,099 상승 ×1
SCHK $1,256,398 0.25% 44,380 상승 ×1
SCHD $1,153,534 0.23% 42,223 상승 ×1
SHV iShares 0-1 Year Treasury Bond ETF $1,079,629 0.22% 9,805 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $1,062,730 0.21% 1,815 상승 ×1
IVV $1,051,850 0.21% 1,787 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $1,040,822 0.21% 4,342 상승 ×1
SCHM $1,031,405 0.21% 37,221 상승 ×1
IEMG $984,191 0.20% 18,847 상승 ×1
AVGO Broadcom Inc. - Common Stock $956,572 0.19% 4,126 상승 ×1
SCHV $946,568 0.19% 36,309 상승 ×1
VWO $936,030 0.19% 21,254 상승 ×1
IWF $933,262 0.19% 2,324 상승 ×1
FNDF $920,513 0.18% 27,718 상승 ×1
SCHF $916,829 0.18% 49,558 상승 ×1
LLY Eli Lilly and Company Common Stock $881,662 0.18% 1,142 상승 ×1
NFLX Netflix, Inc. - Common Stock $869,038 0.17% 975 상승 ×1
FNDX $852,339 0.17% 35,994 상승 ×1
SDY $817,376 0.16% 6,188 상승 ×1
FRDM $814,648 0.16% 24,928 상승 ×1
VIG $806,048 0.16% 4,116 상승 ×1
AOR $786,889 0.16% 13,728 상승 ×1
IWD $780,335 0.16% 4,215 상승 ×1
HD Home Depot, Inc. (The) Common Stock $772,572 0.15% 1,986 상승 ×1
AGG $727,235 0.15% 7,505 상승 ×1
IJK $719,348 0.14% 7,911 상승 ×1
JMUB $715,604 0.14% 14,269 상승 ×1
SPTM $647,728 0.13% 9,068 상승 ×1
PYLD $605,440 0.12% 23,358 상승 ×1
SUSL iShares ESG MSCI USA Leaders ETF $602,372 0.12% 5,846 상승 ×1
JNJ Johnson & Johnson Common Stock $591,236 0.12% 4,088 상승 ×1
RSP $565,993 0.11% 3,230 상승 ×1
IMTM $564,927 0.11% 15,105 상승 ×1
COST Costco Wholesale Corporation - Common Stock $563,127 0.11% 615 상승 ×1
IJJ $558,697 0.11% 4,471 상승 ×1
AVEM $554,625 0.11% 9,434 상승 ×1
FNDE $542,129 0.11% 18,662 상승 ×1
IBM International Business Machines Corporation Common Stock $540,783 0.11% 2,460 상승 ×1
MS Morgan Stanley Common Stock $517,088 0.10% 4,113 상승 ×1
LMT Lockheed Martin Corporation Common Stock $495,660 0.10% 1,020 상승 ×1
XLE XLE $493,805 0.10% 5,765 상승 ×1
PG Procter & Gamble Company (The) Common Stock $455,108 0.09% 2,715 상승 ×1
ORCL Oracle Corporation Common Stock $431,432 0.09% 2,589 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $425,079 0.08% 4,273 상승 ×1
IVOG $416,728 0.08% 3,698 상승 ×1
CVX Chevron Corporation Common Stock $411,055 0.08% 2,838 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $394,572 0.08% 780 상승 ×1
SCHW Charles Schwab Corporation (The) Common Stock $384,814 0.08% 5,199 상승 ×1
MINO $370,078 0.07% 8,213 상승 ×1
WMT Walmart Inc. - Common Stock $329,507 0.07% 3,647 상승 ×1
CAT Caterpillar, Inc. Common Stock $325,759 0.07% 898 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
DFUS $74,655,637 1,171,069 14.90%
DFAI $42,403,655 1,452,180 8.47%
JCPB $39,232,489 851,584 7.83%
SPHQ $31,407,287 468,556 6.27%
UITB $28,910,833 629,043 5.77%
VTV $23,020,332 135,974 4.60%
VONE $20,982,863 78,670 4.19%
AAPL $16,189,023 64,647 3.23%
VB $16,127,777 67,121 3.22%
VOO $14,059,541 26,094 2.81%
HELO $13,088,207 210,964 2.61%
DFAE $10,291,995 405,676 2.05%
SCHX $10,117,048 436,456 2.02%
IJR $8,979,334 77,932 1.79%
VCRB $8,748,323 115,398 1.75%