Warburton Capital Management, LLC Purchases in Q4 2025

Warburton Capital Management, LLC

  • $177 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
73.3K
+ 7.08%
$30.71 - $32.34 $2.25M - $2.37M
1.11M $36.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
24.7K
+ 27.08%
$71.0 - $74.64 $1.76M - $1.85M
116K $8.61M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
20.3K
+ 89.33%
$47.98 - $48.33 $975K - $982K
43.1K $2.07M
DFAR
Dimensional ETF Tr Dimensional

ETFs
21.2K
+ 20.81%
$23.07 - $24.16 $488K - $511K
123K $2.81M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.83K
+ 6.67%
$37.18 - $38.47 $365K - $378K
157K $5.97M
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
+ 32.72%
$213.04 - $254.0 $294K - $350K
5.59K $1.29M
OKE
Oneok Inc

Energy
4.39K
New
$64.31 - $72.98 $282K - $320K
4.39K $322K
AAPL
Apple Inc.

Technology
697
+ 8.86%
$245.27 - $275.25 $171K - $192K
8.57K $2.33M
MU
Micron Technology Inc

Technology
866
New
$181.6 - $253.3 $157K - $219K
866 $247K
KLAC
Kla Corp

Technology
187
New
$982.75 - $1235.28 $184K - $231K
187 $227K
GILD
Gilead Sciences, Inc.

Healthcare
1.73K
New
$110.56 - $125.2 $191K - $216K
1.73K $211K
UNP
Union Pacific Corp

Industrials
884
New
$216.37 - $237.41 $191K - $210K
884 $204K
DFIC
Dimensional ETF Tr Dimensional

ETFs
586
+ 0.5%
$32.24 - $33.72 $18.9K - $19.8K
118K $4.06M
LLY
Eli Lilly & CO

Healthcare
120
+ 43.01%
$799.57 - $1025.28 $95.9K - $123K
399 $428K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.42K
+ 29.52%
$30.55 - $32.35 $166K - $175K
23.8K $782K
Dimensional ETF Trust
1.65K
+ 4.75%
N/A
36.2K $2.68M
NVDA
Nvidia Corp

Technology
758
+ 6.44%
$179.83 - $207.04 $136K - $157K
12.5K $2.34M
BAC
Bank Of America Corp

Financial Services
289
+ 1.81%
$48.65 - $54.11 $14.1K - $15.6K
16.2K $893K
XOM
Exxon Mobil Corp

Energy
169
+ 3.55%
$110.64 - $119.78 $18.7K - $20.2K
4.93K $593K
WMT
Walmart Inc.

Consumer Defensive
78
+ 1.47%
$101.18 - $109.03 $7.89K - $8.5K
5.4K $601K
CSCO
Cisco Systems, Inc.

Technology
181
+ 3.6%
$67.46 - $78.0 $12.2K - $14.1K
5.21K $401K
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 8.0%
$294.11 - $320.41 $33.5K - $36.5K
1.54K $495K
DFSU
Dimensional ETF Tr Dimen Us Su
981
+ 9.73%
N/A
11.1K $480K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
257
+ 0.45%
$31.28 - $33.46 $8.04K - $8.6K
56.8K $1.88M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.11K
+ 11.35%
$48.17 - $48.5 $53.4K - $53.8K
10.9K $521K
AVGO
Broadcom Inc.

Technology
97
+ 9.18%
$324.63 - $385.98 $31.5K - $37.4K
1.15K $399K
IBM
International Business Machines Corp

Technology
75
+ 6.51%
$275.97 - $314.98 $20.7K - $23.6K
1.23K $363K
V
Visa Inc.

Financial Services
72
+ 8.96%
$325.75 - $352.42 $23.5K - $25.4K
876 $307K
APH
Amphenol Corp

Technology
16
+ 0.66%
$121.7 - $143.85 $1.95K - $2.3K
2.44K $330K
DFAU
Dimensional ETF Tr

ETFs
306
+ 2.73%
$44.77 - $47.01 $13.7K - $14.4K
11.5K $539K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 2.19%
$600.51 - $631.95 $8.41K - $8.85K
652 $409K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29
+ 0.35%
$43.57 - $45.71 $1.26K - $1.33K
8.37K $389K
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 5.94%
$401.99 - $468.37 $18.5K - $21.5K
820 $368K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$475.68 - $513.11 $476 - $513
2.75K $1.38M
VUG
Vanguard Growth ETF

ETFs
18
+ 3.23%
$470.44 - $504.26 $8.47K - $9.08K
576 $280K
OSAT
Next Plat Corp

Technology
20K
New
N/A
20K $10K
ACWI
Ishares Msci Acwi ETF

ETFs
21
+ 0.88%
$135.71 - $142.56 $2.85K - $2.99K
2.42K $342K
MA
Mastercard Inc

Financial Services
6
+ 1.38%
$536.85 - $580.45 $3.22K - $3.48K
441 $251K
META
Meta Platforms, Inc.

Communication Services
79
+ 8.53%
$609.01 - $751.67 $48.1K - $59.4K
1.01K $663K
T
At&T Inc.

Communication Services
600
+ 7.38%
$24.44 - $27.55 $14.7K - $16.5K
8.73K $216K
VZ
Verizon Communications Inc

Communication Services
189
+ 3.38%
$38.4 - $43.83 $7.26K - $8.28K
5.78K $235K
CBSH
Commerce Bancshares Inc

Financial Services
266
+ 5.39%
$52.19 - $59.46 $13.9K - $15.8K
5.2K $272K
WMB
Williams Companies, Inc.

Energy
73
+ 0.71%
$56.51 - $64.48 $4.13K - $4.71K
10.4K $625K
MSFT
Microsoft Corp

Technology
260
+ 5.41%
$496.82 - $542.07 $129K - $141K
5.06K $2.45M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
63
+ 1.66%
$71.69 - $105.67 $4.52K - $6.66K
3.86K $293K
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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