Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maiden Cove Capital, LLC (CIK 2037009) reported $120.8M across 66 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: VTI ($27.1M, 22.41%), IVV ($8.6M, 7.14%), IUSB ($5.7M, 4.70%), AAPL ($5.3M, 4.35%), DGRO ($5.0M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.1M | 22.41% | 93,423 | Added |
| 2 | IVV | ISHARES TR | $8.6M | 7.14% | 14,653 | Trimmed |
| 3 | IUSB | ISHARES TR | $5.7M | 4.70% | 125,519 | Added |
| 4 | AAPL | APPLE INC | $5.3M | 4.35% | 20,981 | Trimmed |
| 5 | DGRO | ISHARES TR | $5.0M | 4.15% | 81,840 | Added |
| 6 | MSFT | MICROSOFT CORP | $3.9M | 3.26% | 9,332 | Added |
| 7 | EFV | ISHARES TR | $3.8M | 3.12% | 71,908 | Trimmed |
| 8 | VGT | VANGUARD WORLD FD | $2.5M | 2.05% | 3,994 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.95% | 12,018 | Trimmed |
| 10 | BIV | VANGUARD BD INDEX FDS | $2.3M | 1.87% | 30,192 | Added |
| 11 | IVW | ISHARES TR | $2.2M | 1.85% | 21,983 | Added |
| 12 | QUAL | ISHARES TR | $2.2M | 1.83% | 12,440 | Trimmed |
| 13 | XLE | SELECT SECTOR SPDR TR | $2.1M | 1.74% | 24,523 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 1.69% | 41,540 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.62% | 4,328 | Added |
| 16 | WMT | WALMART INC | $2.0M | 1.62% | 21,617 | Trimmed |
| 17 | VHT | VANGUARD WORLD FD | $1.9M | 1.60% | 7,619 | Trimmed |
| 18 | MBB | ISHARES TR | $1.8M | 1.52% | 19,986 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.8M | 1.47% | 8,088 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $1.7M | 1.41% | 3,166 | Added |
| 21 | LCTU | BLACKROCK ETF TRUST | $1.6M | 1.34% | 25,228 | Trimmed |
| 22 | BAC | BANK AMERICA CORP | $1.6M | 1.32% | 36,362 | Added |
| 23 | JPM | JPMORGAN CHASE & CO. | $1.6M | 1.31% | 6,598 | Trimmed |
| 24 | AVGO | BROADCOM INC | $1.6M | 1.29% | 6,740 | Added |
| 25 | TYL | TYLER TECHNOLOGIES INC | $1.4M | 1.19% | 2,496 | Hold |
Source: SEC Form 13F filings · as of 2024-12-31