SC
Stumpf Capital Management LLC Historical SEC 13F Holdings & Archive (Q3 2020)
Stumpf Capital Management LLCCIK: 0001702698
Concentrated strategySector-focusedMomentum follower
Total reported value
$53.8M
Reporting period: 2020-09-30 · Number of holdings: 26
Stumpf Capital Management LLC disclosed 26 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $53.8M and a quarterly turnover rate of 28.8%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 28.75
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 52
- Sizing Uniformity
- 74.24
Stumpf Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.284 — mathematically equivalent to about 4 equally-sized positions, well below its 26 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.58), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd T
+194.7% $5.6M
Trim WFC
-10.5% -$5.0M
Trim CVX
-0.5% -$3.6M
Trim VOD
0.0% -$273.0K
Add CTLEUR
+0.6% $20.0K
Trim GSK
0.0% -$150.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Stock-Financials | 42.56% | -7.14% | -10.48% | |
| 2 | CVX | Chevron CORP | Stock-Energy | 27.10% | -5.29% | -0.48% | |
| 3 | T | At&t Inc | Stock-Comm Services | 16.22% | +10.62% | +194.67% | |
| 4 | GSK | GSK plc | Stock-Healthcare | 3.34% | -0.13% | — | |
| 5 | CTLEUR | Centurylink Inc | Stock-Other | 2.92% | +0.15% | +0.65% | |
| 6 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.71% | -0.38% | — | |
| 7 | MO | Altria Group Inc | Stock-Consumer Staples | 1.38% | +0.04% | — | |
| 8 | DOW | Dow Inc | Stock-Materials | 0.77% | +0.13% | — | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 0.48% | -0.03% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.04% | +16.00% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | +0.38% | NEW | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.29% | NEW | |
| 13 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.25% | +0.25% | NEW | |
| 14 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.25% | +0.25% | NEW | |
| 15 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.17% | +0.17% | NEW | |
| 16 | BP | Bp Plc-spons Adr | Stock-Energy | 0.13% | +0.13% | NEW | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.10% | +0.10% | NEW | |
| 18 | ✓ | Abbvie Inc | Stock-Other | 0.10% | +0.10% | NEW | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | +0.10% | NEW | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.08% | +0.08% | NEW | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.06% | +0.06% | NEW | |
| 22 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.06% | +0.06% | NEW | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.05% | +0.05% | NEW | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.02% | +0.02% | NEW | |
| 25 | F | Ford Motor Co | Stock-Consumer Disc | 0.02% | +0.02% | NEW | |
| 26 | BYND | Beyond Meat Inc | Stock-Consumer Staples | 0.01% | +0.01% | NEW |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Stumpf Capital Management LLC's most significant position changes for 2020-09-30: New buy: Philip Morris International (PM); New buy: Amazon.com Inc (AMZN); New buy: Delta Air Lines Inc (DAL); New buy: Norwegian Cruise Line Holdings Ltd. (NCLH); New buy: Cullen/frost Bankers Inc (CFR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +10.6% | +194.67% | Add |
| 2 | CTLEUR | Centurylink Inc | +0.2% | +0.65% | Add |
| 3 | DOW | Dow Inc | +0.1% | — | Unchanged |
| 4 | MO | Altria Group Inc | 0% | — | Unchanged |
| 5 | BA | Boeing Co/the | 0% | — | Unchanged |
| 6 | XOM | Exxon Mobil CORP | 0% | +16.00% | Add |
| 7 | GSK | GSK plc | -0.1% | — | Unchanged |
| 8 | VOD | Vodafone Group Plc-sp Adr | -0.4% | — | Unchanged |
| 9 | CVX | Chevron CORP | -5.3% | -0.48% | Trim |
| 10 | WFC | Wells Fargo & Co | -7.1% | -10.48% | Trim |
| 11 | PM | Philip Morris International | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 14 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | New buy |
| 15 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 16 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 17 | SBUX | Starbucks CORP | — | NEW | New buy |
| 18 | ✓ | Abbvie Inc | — | NEW | New buy |
| 19 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 20 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 21 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 22 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 23 | NFLX | Netflix Inc | — | NEW | New buy |
| 24 | AAPL | Apple Inc | — | NEW | New buy |
| 25 | F | Ford Motor Co | — | NEW | New buy |
| 26 | BYND | Beyond Meat Inc | — | NEW | New buy |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Stumpf Capital Management LLC and what type of investor is it?
Stumpf Capital Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-09-30), the firm manages a tracked equity portfolio valued at approximately $53.8M, spread across 26 disclosed positions.
What are Stumpf Capital Management LLC's largest equity positions?
Based on the latest 13F filing, Stumpf Capital Management LLC's top holdings by market value are:
1. Wells Fargo & Co (WFC) — $22.9M (42.6%)
2. Chevron CORP (CVX) — $14.6M (27.1%)
3. At&t Inc (T) — $8.7M (16.2%)
4. GSK plc (GSK) — $1.8M (3.3%)
5. Centurylink Inc (CTLEUR) — $1.6M (2.9%)
What changes did Stumpf Capital Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Stumpf Capital Management LLC made 21 notable position adjustments: 16 new positions were initiated, 3 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Philip Morris International (PM); New buy: Amazon.com Inc (AMZN); New buy: Delta Air Lines Inc (DAL); New buy: Norwegian Cruise Line Holdings Ltd. (NCLH); New buy: Cullen/frost Bankers Inc (CFR)
What sectors does Stumpf Capital Management LLC focus on?
Stumpf Capital Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 48.5%
• Energy: 31.4%
• Communication Services: 18.5%
• Industrials: 0.6%
• Consumer Discretionary: 0.5%
• Consumer Staples: 0.4%
Investment Profile
Stumpf Capital Management LLC's portfolio is concentrated and moderately active, with 48.5% of the portfolio concentrated in Financials.
Its turnover score has risen from 6 to 29 over the past 4 quarters — a shift toward more active trading.
It has added to its T position over the past two quarters (+$6.1M, now $8.7M), while trimming WFC over the same stretch (-$12.0M, still holding $22.9M).
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Developer Access
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