Terminal · Institutions

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

WELD CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2021-06-30)

WELD CAPITAL MANAGEMENT LLC (CIK 1739943) reported $98.8M across 209 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: PG ($1.8M, 1.82%), BAC ($1.8M, 1.82%), HLT ($1.8M, 1.79%), LYV ($1.7M, 1.75%), VZ ($1.7M, 1.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PGPROCTER AND GAMBLE CO$1.8M1.82%13,365Added
2BACBK OF AMERICA CORP$1.8M1.82%43,687New
3HLTHILTON WORLDWIDE HLDGS INC$1.8M1.79%14,663Added
4LYVLIVE NATION ENTERTAINMENT IN$1.7M1.75%19,793Added
5VZVERIZON COMMUNICATIONS INC$1.7M1.69%29,865New
6AAPLAPPLE INC$1.5M1.52%10,959New
7SBUXSTARBUCKS CORP$1.2M1.18%10,413New
8MGMMGM RESORTS INTERNATIONAL$1.2M1.17%27,232Trimmed
9AFLAFLAC INC$1.1M1.13%20,844Trimmed
10VVISA INC$1.1M1.13%4,779Trimmed
11ICEINTERCONTINENTAL EXCHANGE IN$1.0M1.03%8,582Trimmed
12FFIVF5 NETWORKS INC$948,0000.96%5,081New
13WYNNWYNN RESORTS LTD$943,0000.95%7,710Added
14LVSLAS VEGAS SANDS CORP$921,0000.93%17,482New
15CPTCAMDEN PPTY TR$915,0000.93%6,900New
16PGRPROGRESSIVE CORP$902,0000.91%9,180New
17MARMARRIOTT INTL INC NEW$896,0000.91%6,561Trimmed
18MPCMARATHON PETE CORP$884,0000.89%14,628Added
19SRESEMPRA ENERGY$820,0000.83%6,187New
20RLRALPH LAUREN CORP$821,0000.83%6,971New
21ISRGINTUITIVE SURGICAL INC$823,0000.83%895Trimmed
22HSYHERSHEY CO$814,0000.82%4,674Trimmed
23NRGNRG ENERGY INC$804,0000.81%19,957New
24JKHYHENRY JACK & ASSOC INC$803,0000.81%4,908New
25CLXCLOROX CO DEL$800,0000.81%4,449New

Source: SEC Form 13F filings · as of 2021-06-30