Fundamentun, LLC Purchases in Q3 2025

Fundamentun, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
346
+ 1.69%
$357.4 - $423.42 $124K - $147K
20.8K $8.44M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
21.4K
New
$38.32 - $39.33 $820K - $842K
21.4K $840K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.94K
New
$92.14 - $93.55 $824K - $836K
8.94K $836K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.36K
+ 3.61%
$62.09 - $66.51 $333K - $357K
154K $10.1M
ORCL
Oracle Corp

Technology
1.2K
+ 16.49%
$218.96 - $328.33 $263K - $395K
8.49K $2.39M
UBER
Uber Technologies, Inc

Technology
1.68K
+ 1.26%
$86.91 - $99.57 $146K - $167K
135K $13.2M
USTB
Victory Portfolios Ii Victorys

ETFs
14.3K
+ 177.63%
$50.54 - $51.1 $722K - $730K
22.3K $1.14M
LHX
L3 Harris Technologies, Inc.

Industrials
135
+ 1.08%
$252.18 - $305.41 $34K - $41.2K
12.6K $3.86M
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 1.27%
$94.4 - $104.27 $129K - $143K
109K $11.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.52K
New
$224.68 - $282.71 $565K - $711K
2.52K $702K
AXP
American Express CO

Financial Services
483
+ 1.22%
$294.27 - $342.31 $142K - $165K
40K $13.3M
URA
Global X Uranium ETF

ETFs
11K
+ 78.51%
$36.45 - $50.4 $401K - $555K
25K $1.19M
VGSH
Vanguard

ETFs
10.9K
+ 299.64%
$58.43 - $58.88 $634K - $639K
14.5K $852K
PSX
Phillips 66

Energy
629
+ 1.99%
$118.37 - $139.46 $74.5K - $87.7K
32.3K $4.39M
MCK
Mckesson Corp

Healthcare
690
+ 53.74%
$659.01 - $772.54 $455K - $533K
1.97K $1.52M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.99K
+ 10.51%
$72.57 - $74.72 $507K - $522K
73.5K $5.47M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.1K
+ 1.08%
$53.93 - $57.58 $113K - $121K
197K $11.1M
PLTR
Palantir Technologies Inc.

Technology
2.06K
+ 63.31%
$130.68 - $186.97 $269K - $385K
5.31K $969K
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 2.13%
$211.65 - $238.24 $461K - $519K
105K $22.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.71K
New
$74.68 - $80.26 $426K - $458K
5.71K $457K
IYW
Ishares Dj Us Tech ETF

ETFs
1.78K
+ 43.0%
$171.38 - $197.01 $304K - $350K
5.91K $1.16M
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 10.25%
$133.81 - $152.16 $260K - $295K
20.9K $2.93M
CEG
Constellation Energy Corp

Utilities
808
+ 3.21%
$298.82 - $354.89 $241K - $287K
26K $8.54M
CAT
Caterpillar Inc

Industrials
33
+ 0.72%
$390.92 - $477.15 $12.9K - $15.7K
4.59K $2.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15K
New
$24.46 - $26.5 $367K - $398K
15K $395K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.8K
New
$21.69 - $23.34 $364K - $391K
16.8K $390K
SPY
Spdr S&P 500 ETF Trust

ETFs
359
+ 11.67%
$617.65 - $666.84 $222K - $239K
3.43K $2.29M
MDT
Medtronic PLC

Healthcare
1.26K
+ 3.82%
$87.67 - $95.74 $111K - $121K
34.3K $3.26M
NOC
Northrop Grumman Corp

Industrials
40
+ 1.24%
$498.9 - $609.32 $20K - $24.4K
3.27K $1.99M
CMF
Ishares California Muni Bond E

ETFs
6.6K
New
$55.16 - $57.13 $364K - $377K
6.6K $376K
MA
Mastercard Inc

Financial Services
418
+ 2.22%
$550.18 - $598.96 $230K - $250K
19.3K $11M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.82K
New
$121.46 - $130.92 $342K - $369K
2.82K $366K
CVX
Chevron Corp

Energy
913
+ 5.65%
$145.57 - $161.83 $133K - $148K
17.1K $2.65M
AMGN
Amgen Inc

Healthcare
948
+ 4.3%
$271.18 - $309.22 $257K - $293K
23K $6.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.54K
+ 92.51%
$49.43 - $54.52 $274K - $302K
11.5K $624K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.29K
+ 23.88%
$50.53 - $50.82 $318K - $320K
32.6K $1.66M
WFC
Wells Fargo & Company

Financial Services
1.47K
+ 2.98%
$77.05 - $85.16 $113K - $125K
50.6K $4.24M
XOM
Exxon Mobil Corp

Energy
1.16K
+ 3.56%
$105.83 - $117.22 $123K - $136K
33.7K $3.8M
IYH
Ishares Tr

ETFs
4.91K
New
$54.36 - $58.96 $267K - $289K
4.91K $288K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.87K
+ 0.91%
$30.71 - $30.86 $242K - $243K
875K $27M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.58K
New
$98.12 - $105.85 $253K - $273K
2.58K $269K
VO
Vanguard Mid Cap ETF

ETFs
20
+ 0.11%
$279.83 - $293.74 $5.6K - $5.87K
17.6K $5.16M
META
Meta Platforms, Inc.

Communication Services
467
+ 1.82%
$695.21 - $791.73 $325K - $370K
26.1K $19.2M
IYK
Ishares U.S. Consumer Staples

ETFs
3.55K
New
$67.65 - $71.68 $240K - $254K
3.55K $242K
EXC
Exelon Corp

Utilities
3.6K
+ 7.38%
$42.73 - $45.54 $154K - $164K
52.4K $2.36M
IYJ
Ishares Tr

ETFs
1.65K
New
$142.42 - $148.18 $234K - $244K
1.65K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
516
+ 2.82%
$108.46 - $120.63 $56K - $62.2K
18.8K $2.24M
MUB
Ishares National Muni Bond ETF

ETFs
2.14K
+ 93.66%
$103.24 - $106.68 $221K - $229K
4.43K $471K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.04K
New
$50.79 - $76.4 $155K - $232K
3.04K $232K
Activity Summary
Buys All Purchases 223 New Holdings 31 Increased Positions 192 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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