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CIK: 0002021703
Total reported value
$371.4M
$371.4M
37 檔
27.3%
In Q4 2024, Strathmore Capital Advisors, Inc.'s U.S. equity holdings reached a combined market value of $371.4M, distributed across 37 disclosed stock positions.
During Q4 2024, Strathmore Capital Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.64% | +1.05% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 18.75% | +0.26% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 15.18% | -0.37% | — | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 12.78% | -0.40% | — | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.33% | +0.49% | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.67% | — | — | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.50% | +0.32% | — | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.16% | -0.02% | — | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.08% | -0.16% | — | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.79% | +0.16% | — | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.45% | -0.04% | — | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 1.32% | — | — | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.11% | +0.06% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.11% | — | |
| 15 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.81% | +0.06% | — | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.08% | — | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.52% | -0.02% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.08% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.06% | — | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.37% | -0.01% | — | |
| 21 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.35% | +0.08% | — | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | +0.01% | — | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.33% | +0.02% | — | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.30% | +0.08% | — | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.29% | — | — | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | -0.04% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.03% | — | |
| 28 | AAL | American Airlines Group Inc | Stock-Industrials | 0.26% | +0.01% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.23% | +0.02% | — | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | — | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.20% | — | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.18% | -0.07% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | +0.01% | — | |
| 35 | WPC | Wp Carey Inc | Stock-Real Estate | 0.17% | -0.01% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | -0.08% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.05% | — |
According to official SEC Form 13F filings, Strathmore Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $371.4M across 37 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFCF) accounted for 27.3% of total reported equity market value during Q4 2024.
During Q4 2024, Strathmore Capital Advisors, Inc.'s top holdings by market value included DFAC (20.6%)、DFAX (18.8%)、DFCF (15.2%). The largest single position, DFAC, represented 20.6% of total portfolio value.
In Q4 2024, Strathmore Capital Advisors, Inc. made 0 total portfolio adjustments, initiating 0 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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