Mattern Capital Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $798 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5M, Microsoft Corp with a value of $18.1M, Walmart Inc. with a value of $14.7M, Costco Wholesale Corp with a value of $13.3M, and Broadcom Inc. with a value of $12.9M.
Examining the 13F form we can see an decrease of $13.1M in the current position value, from $811M to 798M.
Mattern Capital Management, LLC is based out at Lakewood, CO
Below you can find more details about Mattern Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$798 Million
Technology: $139 Million
Industrials: $112 Million
Financial Services: $103 Million
Healthcare: $96.8 Million
Consumer Defensive: $87.2 Million
Utilities: $65.3 Million
Consumer Cyclical: $60.1 Million
ETFs: $48.1 Million
Other: $84.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
