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Asset Manager ← All Institutions

Rappaport Reiches Capital Management, LLC

Q2 2025 · Filed 2025-04-22
Market Value
$0
-100.0%
Holdings
122
-6
New Purchases
0
Added To
0
Closed
122
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 42 $0 0%
Large Cap 68 $0 0%
Mid Cap 8 $0 0%
Small Cap 3 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$444.4B
Median Market Cap
$96.9B
Avg P/E
33.2
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
62
# ETFs / Funds
60

Top Holdings (122 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EFX —% -$437K -1,793 -100.0% SOLD
2 T —% -$218K -7,717 -100.0% SOLD
3 AMP —% -$209K -431 -100.0% SOLD
4 BRK-A —% -$798K -1 -100.0% SOLD
5 XOM —% -$391K -3,289 -100.0% SOLD
6 NEE —% -$380K -5,365 -100.0% SOLD
7 HUBS —% -$274K -479 -100.0% SOLD
8 HD —% -$484K -1,321 -100.0% SOLD
9 ABBV —% -$2M -8,711 -100.0% SOLD
10 AOMR —% -$171K -17,921 -100.0% SOLD
11 SRE —% -$204K -2,853 -100.0% SOLD
12 SPGI —% -$312K -615 -100.0% SOLD
13 LII —% -$644K -1,149 -100.0% SOLD
14 ADPT —% -$513K -69,075 -100.0% SOLD
15 CF —% -$747K -9,564 -100.0% SOLD
16 BX —% -$489K -3,495 -100.0% SOLD
17 JPM —% -$406K -1,655 -100.0% SOLD
18 ITW —% -$564K -2,275 -100.0% SOLD
19 BAC —% -$1M -27,355 -100.0% SOLD
20 SO —% -$282K -3,068 -100.0% SOLD
21 PG —% -$267K -1,567 -100.0% SOLD
22 V —% -$461K -1,315 -100.0% SOLD
23 TMO —% -$283K -568 -100.0% SOLD
24 LLY —% -$380K -460 -100.0% SOLD
25 AZO —% -$252K -66 -100.0% SOLD
26 EFG —% -$467K -4,673 -100.0% SOLD
27 MA —% -$688K -1,255 -100.0% SOLD
28 MRK —% -$214K -2,379 -100.0% SOLD
29 MCD —% -$540K -1,728 -100.0% SOLD
30 APH —% -$1M -20,015 -100.0% SOLD
31 DUK —% -$238K -1,953 -100.0% SOLD
32 VLO —% -$205K -1,549 -100.0% SOLD
33 UNH —% -$561K -1,072 -100.0% SOLD
34 ASML —% -$364K -549 -100.0% SOLD
35 NOC —% -$217K -423 -100.0% SOLD
36 TSM —% -$289K -1,742 -100.0% SOLD
37 COST —% -$962K -1,017 -100.0% SOLD
38 ABT —% -$1M -8,732 -100.0% SOLD
39 IBM —% -$344K -1,385 -100.0% SOLD
40 CME —% -$7M -27,175 -100.0% SOLD
41 AMZN —% -$2M -12,558 -100.0% SOLD
42 AAPL —% -$24M -106,293 -100.0% SOLD
43 DGRW —% -$271K -3,391 -100.0% SOLD
44 ISRG —% -$219K -443 -100.0% SOLD
45 BND —% -$54M -733,304 -100.0% SOLD
46 MTUM —% -$238K -1,179 -100.0% SOLD
47 CRWD —% -$224K -636 -100.0% SOLD
48 META —% -$2M -3,600 -100.0% SOLD
49 C —% -$266K -3,753 -100.0% SOLD
50 DFAI —% -$23M -751,389 -100.0% SOLD
51 BNDX —% -$19M -390,092 -100.0% SOLD
52 DFAE —% -$6M -225,808 -100.0% SOLD
53 HEWJ —% -$327K -7,800 -100.0% SOLD
54 IVV —% -$905K -1,611 -100.0% SOLD
55 PEP —% -$238K -1,590 -100.0% SOLD
56 SMH —% -$947K -4,477 -100.0% SOLD
57 SCHB —% -$5M -235,624 -100.0% SOLD
58 VTI —% -$8M -30,432 -100.0% SOLD
59 VTV —% -$207K -1,201 -100.0% SOLD
60 VTIP —% -$29M -574,887 -100.0% SOLD
61 XLF —% -$661K -13,265 -100.0% SOLD
62 XLY —% -$221K -1,117 -100.0% SOLD
63 SPY —% -$9M -15,633 -100.0% SOLD
64 SLYG —% -$268K -3,223 -100.0% SOLD
65 DFAT —% -$347K -6,746 -100.0% SOLD
66 DFAX —% -$2M -62,411 -100.0% SOLD
67 DFAU —% -$41M -1,069,342 -100.0% SOLD
68 DFGR —% -$6M -220,810 -100.0% SOLD
69 FNCL —% -$987K -14,190 -100.0% SOLD
70 IWV —% -$321K -1,010 -100.0% SOLD
71 IYW —% -$394K -2,805 -100.0% SOLD
72 IJH —% -$358K -6,135 -100.0% SOLD
73 MUB —% -$526K -4,985 -100.0% SOLD
74 VIG —% -$1M -7,076 -100.0% SOLD
75 ULTA —% -$287K -783 -100.0% SOLD
76 VWO —% -$529K -11,684 -100.0% SOLD
77 XLV —% -$890K -6,096 -100.0% SOLD
78 WMT —% -$1M -14,591 -100.0% SOLD
79 EFA —% -$214K -2,620 -100.0% SOLD
80 AVGO —% -$967K -5,776 -100.0% SOLD
81 GOOGL —% -$1M -7,368 -100.0% SOLD
82 GOOG —% -$2M -15,090 -100.0% SOLD
83 MSFT —% -$4M -10,142 -100.0% SOLD
84 QQQ —% -$6M -12,325 -100.0% SOLD
85 NVDA —% -$8M -75,548 -100.0% SOLD
86 SCHZ —% -$409K -17,672 -100.0% SOLD
87 TSLA —% -$960K -3,704 -100.0% SOLD
88 BSV —% -$2M -20,325 -100.0% SOLD
89 VEA —% -$2M -48,281 -100.0% SOLD
90 XLK —% -$1M -7,159 -100.0% SOLD
91 DFAC —% -$8M -248,724 -100.0% SOLD
92 XAR —% -$927K -5,766 -100.0% SOLD
93 APOG —% -$301K -6,489 -100.0% SOLD
94 SDY —% -$307K -2,259 -100.0% SOLD
95 IWF —% -$472K -1,307 -100.0% SOLD
96 MDY —% -$322K -604 -100.0% SOLD
97 IEFA —% -$451K -5,963 -100.0% SOLD
98 IQLT —% -$239K -6,019 -100.0% SOLD
99 MDYG —% -$390K -4,910 -100.0% SOLD
100 IWD —% -$219K -1,163 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
T —%
AMP —%
BRK-A —%
XOM —%
NEE —%
HUBS —%
HD —%
ABBV —%
AOMR —%
SRE —%
SPGI —%
IBM —%
EFX —%
CF —%
View SEC EDGAR Filings for Rappaport Reiches Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms