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CIK: 0000826794
Total reported value
$278.8M
$278.8M
60 檔
37.6%
In Q1 2025, Campbell Capital Management Inc's U.S. equity holdings reached a combined market value of $278.8M, distributed across 60 disclosed stock positions.
In Q1 2025, Campbell Capital Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 20.89% | -2.70% | -2.07% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 15.27% | -1.65% | -1.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 11.58% | -2.16% | -1.58% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.76% | -1.42% | -2.19% | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 6.53% | — | +11.35% | |
| 6 | VST | Vistra CORP | Stock-Utilities | 4.85% | -0.49% | -1.14% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-Other | 4.76% | — | -4.26% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 4.25% | +1.19% | NEW | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.22% | — | -2.59% | |
| 10 | DELL | Dell Technologies -c | Stock-Tech | 3.08% | — | -1.98% | |
| 11 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.99% | — | +13.87% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.80% | — | -19.53% | |
| 13 | XYZ | Block Inc | Stock-Financials | 2.61% | — | -2.19% | |
| 14 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 1.79% | — | — | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.63% | -0.27% | -2.69% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.16% | +0.51% | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 0.83% | -0.98% | +2.97% | |
| 18 | XRNPX | Cohen & Steers Reit And Pref | Stock-Other | 0.79% | — | — | |
| 19 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.68% | -0.01% | +77.93% | |
| 20 | LYFT | Lyft Inc-a | Stock-Tech | 0.68% | — | — | |
| 21 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.47% | — | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.06% | — | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.28% | -0.05% | — | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.22% | -0.05% | -93.54% | |
| 25 | ADTN | Adtran Holdings Inc | Stock-Other | 0.20% | — | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.05% | — | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.15% | — | — | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | — | — | |
| 29 | GIS | General Mills Inc | Stock-Consumer Staples | 0.12% | — | — | |
| 30 | RMD | Resmed Inc | Stock-Healthcare | 0.10% | — | — | |
| 31 | NU | Nu Holdings Ltd. | Stock-Financials | 0.09% | -0.17% | +200.00% | |
| 32 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.09% | -0.03% | — | |
| 33 | BHR | Braemar Hotels & Resorts Inc | Stock-Other | 0.07% | — | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.06% | — | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | +0.46% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | — | — | |
| 38 | JOE | St Joe Co/the | Stock-Other | 0.04% | — | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | +2.00% | NEW | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.03% | — | — | |
| 41 | SBR | Sabine Royalty Trust | Stock-Other | 0.03% | — | — | |
| 42 | UHS | Universal Health Services-b | Stock-Healthcare | 0.03% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | — | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.03% | — | — | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.02% | — | — | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.02% | — | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.02% | — | — | |
| 48 | GRAB | Grab Holdings Limited | Stock-Tech | 0.02% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.01% | — | — | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 6 | VST | Vistra CORP | — | NEW | New buy |
| 7 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 8 | CVX | Chevron CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | DELL | Dell Technologies -c | — | NEW | New buy |
| 11 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 12 | INTU | Intuit Inc | — | NEW | New buy |
| 13 | XYZ | Block Inc | — | NEW | New buy |
| 14 | JPC | Nuveen Prefered & Income Opp | — | NEW | New buy |
| 15 | KO | Coca-cola Co/the | — | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 17 | ET | Energy Transfer LP | — | NEW | New buy |
| 18 | XRNPX | Cohen & Steers Reit And Pref | — | NEW | New buy |
| 19 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 20 | LYFT | Lyft Inc-a | — | NEW | New buy |
| 21 | XEVMX | Eaton Vance Cal Muni Bond | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | SYK | Stryker CORP | — | NEW | New buy |
| 24 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 25 | ADTN | Adtran Holdings Inc | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 28 | ADP | Automatic Data Processing | — | NEW | New buy |
| 29 | GIS | General Mills Inc | — | NEW | New buy |
| 30 | RMD | Resmed Inc | — | NEW | New buy |
| 31 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 32 | TKO | Tko Group Holdings Inc | — | NEW | New buy |
| 33 | BHR | Braemar Hotels & Resorts Inc | — | NEW | New buy |
| 34 | TSLA | Tesla Inc | — | NEW | New buy |
| 35 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 36 | AVGO | Broadcom Inc | — | NEW | New buy |
| 37 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 38 | JOE | St Joe Co/the | — | NEW | New buy |
| 39 | NVDA | Nvidia CORP | — | NEW | New buy |
| 40 | AFL | Aflac Inc | — | NEW | New buy |
| 41 | SBR | Sabine Royalty Trust | — | NEW | New buy |
| 42 | UHS | Universal Health Services-b | — | NEW | New buy |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 44 | PAYX | Paychex Inc | — | NEW | New buy |
| 45 | WMB | Williams Cos Inc | — | NEW | New buy |
| 46 | FISV | Fiserv Inc | — | NEW | New buy |
| 47 | BA | Boeing Co/the | — | NEW | New buy |
| 48 | GRAB | Grab Holdings Limited | — | NEW | New buy |
| 49 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 50 | EPD | Enterprise Products Partners | — | NEW | New buy |
According to official SEC Form 13F filings, Campbell Capital Management Inc reported a total U.S. public equity portfolio value of $278.8M across 60 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOG, MSFT) accounted for 37.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $35.8M
During Q1 2025, Campbell Capital Management Inc's top holdings by market value included AAPL (20.9%)、GOOG (15.3%)、MSFT (11.6%). The largest single position, AAPL, represented 20.9% of total portfolio value.
In Q1 2025, Campbell Capital Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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