Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CAMG Solamere Management, LLC 13F Holdings -- Portfolio & Top Positions (2021-09-30)

CAMG Solamere Management, LLC (CIK 1698094) reported $121.8M across 83 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: IVV ($12.1M, 9.96%), LMBS ($5.5M, 4.52%), MSFT ($4.7M, 3.89%), IWR ($3.8M, 3.08%), IWF ($3.5M, 2.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$12.1M9.96%28,158Added
2LMBSFIRST TR EXCHANGE-TRADED FD$5.5M4.52%108,890Trimmed
3MSFTMICROSOFT CORP$4.7M3.89%16,805Added
4IWRISHARES TR$3.8M3.08%47,988Trimmed
5IWFISHARES TR$3.5M2.86%12,728Trimmed
6HDHOME DEPOT INC$2.9M2.34%8,693Hold
7SPYSPDR S&P 500 ETF TR$2.7M2.20%6,238Hold
8UPSUNITED PARCEL SERVICE INC$2.6M2.16%14,425Hold
9METMETLIFE INC$2.6M2.14%42,201Added
10IWPISHARES TR$2.6M2.13%23,174Hold
11VTIPVANGUARD MALVERN FDS$2.5M2.09%48,621Added
12VTEBVANGUARD MUN BD FDS$2.4M2.00%44,439Trimmed
13IJRISHARES TR$2.3M1.90%21,193Hold
14ALLYALLY FINL INC$2.3M1.87%44,550Added
15WMWASTE MGMT INC DEL$2.2M1.83%14,900Hold
16IWSISHARES TR$2.1M1.74%18,691Trimmed
17TAT&T INC$2.1M1.68%75,872Added
18TFCTRUIST FINL CORP$2.0M1.66%34,420Hold
19AVGOBROADCOM INC$2.0M1.65%4,135Hold
20CSCOCISCO SYS INC$2.0M1.63%36,354Trimmed
21SONYSONY GROUP CORPORATION$1.9M1.60%17,596Added
22JPMJPMORGAN CHASE & CO$1.9M1.56%11,604Added
23WBAWALGREENS BOOTS ALLIANCE INC$1.9M1.55%40,042Added
24PNCPNC FINL SVCS GROUP INC$1.8M1.48%9,198Added
25DGXQUEST DIAGNOSTICS INC$1.7M1.36%11,385Hold

Source: SEC Form 13F filings · as of 2021-09-30