Terminal · Institutions

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

Gratus Capital, LLC 13F Holdings -- Portfolio & Top Positions (2024-06-30)

Gratus Capital, LLC (CIK 1652103) reported $2.50B across 366 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: NVDA ($197.5M, 7.91%), AAPL ($194.3M, 7.78%), VUG ($133.5M, 5.35%), IEFA ($85.8M, 3.43%), UYLD ($56.7M, 2.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$197.5M7.91%1.6MAdded
2AAPLAPPLE INC$194.3M7.78%922,440Added
3VUGVANGUARD INDEX FDS$133.5M5.35%356,984Added
4IEFAISHARES TR$85.8M3.43%1.2MAdded
5UYLDANGEL OAK FUNDS TRUST$56.7M2.27%1.1MAdded
6VGTVANGUARD WORLD FD$53.5M2.14%92,732Added
7MSFTMICROSOFT CORP$51.8M2.07%115,907Added
8VTHRVANGUARD SCOTTSDALE FDS$46.6M1.87%194,586Added
9BRK/BBERKSHIRE HATHAWAY INC DEL$37.3M1.49%91,602Added
10SPYSPDR S&P 500 ETF TR$36.6M1.47%67,278Added
11JPMJPMORGAN CHASE & CO.$35.0M1.40%173,117Added
12GOOGLALPHABET INC$34.5M1.38%189,391Added
13TSLATESLA INC$32.6M1.31%164,743Added
14WMTWALMART INC$31.7M1.27%467,519Added
15KOCOCA COLA CO$30.8M1.23%484,480Added
16AMZNAMAZON COM INC$29.5M1.18%152,544Added
17COSTCOSTCO WHSL CORP NEW$28.4M1.14%33,371Added
18NFLXNETFLIX INC$28.3M1.13%41,882Trimmed
19ICSHISHARES TR$27.8M1.11%550,609Added
20WMBWILLIAMS COS INC$26.4M1.06%622,226Added
21PSXPHILLIPS 66$25.6M1.03%181,408Added
22DGROISHARES TR$24.2M0.97%419,637Added
23XMHQINVESCO EXCHANGE TRADED FD T$23.8M0.95%244,957Added
24RTXRTX CORPORATION$23.4M0.94%232,682Added
25FBNDFIDELITY MERRIMACK STR TR$22.2M0.89%493,092Added

Source: SEC Form 13F filings · as of 2024-06-30