Flagstone Financial Management has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $84.5B, Ishares Trust Ishares 5 10 Yea with a value of $32.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $22.6B, Spdr Portfolio Short Term Corp with a value of $21.1B, and Spdr Ser Tr Spdr Portfolio Int with a value of $18.9B.

Examining the 13F form we can see an increase of $2.72B in the current position value, from $298B to 301B.

Flagstone Financial Management is based out at Lincoln, NE

Below you can find more details about Flagstone Financial Management portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $279 Billion
Financial Services: $10.5 Billion
Technology: $5.86 Billion
Industrials: $948 Million
Energy: $771 Million
Communication Services: $733 Million
Consumer Defensive: $247 Million
Consumer Cyclical: $243 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $301 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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