Fundamentun, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $107M, Ishares Core S&P Total U.S. St with a value of $86.5M, Wisdomtree Tr Us Quality Divid with a value of $57.7M, Pimco Rafi Dynamic Multi Facto with a value of $46.4M, and Dimensional ETF Tr Core Fxd In with a value of $36.3M.
Examining the 13F form we can see an increase of $215M in the current position value, from $1.12B to 1.34B.
Fundamentun, LLC is based out at Beachwood, OH
Below you can find more details about Fundamentun, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
ETFs: $904 Million
Technology: $124 Million
Financial Services: $68 Million
Healthcare: $57.3 Million
Communication Services: $55.5 Million
Consumer Cyclical: $38.2 Million
Industrials: $29.4 Million
Consumer Defensive: $27.5 Million
Other: $35.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
