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nVerses Capital, LLC

Q2 2024 · Filed 2024-07-31
Market Value
$163M
Holdings
1,218
New Purchases
626
Added To
222
Closed
269
Reduced
95
Top 10 Concentration
5.4%
Turnover
73.5%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 33 $13M 7.8%
Large Cap 305 $90M 55.3%
Mid Cap 413 $43M 26.6%
Small Cap 397 $16M 9.7%
Micro Cap 70 $1M 0.7%

Portfolio Analytics

Avg Market Cap
$41.0B
Median Market Cap
$3.3B
Avg P/E
33.2
Median P/E
20.7
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
1,218
# ETFs / Funds
0

Top Holdings (1,218 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HBAN 0.57% 70,100 $924K $13.18 +70,100 NEW
2 AEP 0.56% 10,400 $912K $87.74 $904K +10,300 +10300.0%
3 MNST 0.56% 18,200 $909K $49.95 $826K +16,800 +1200.0%
4 MMC 0.54% 4,200 $885K $210.72 $658K +3,100 +281.8%
5 WDC 0.54% 11,600 $879K $75.77 $688K +8,800 +314.3%
6 APH 0.54% 13,000 $876K $67.37 +13,000 NEW
7 CNC 0.54% 13,200 $875K $66.30 $828K +12,600 +2100.0%
8 NOC 0.53% 2,000 $872K $435.95 $728K +1,700 +566.7%
9 PPG 0.52% 6,700 $843K $125.89 +6,700 NEW
10 AMZN 0.51% 4,300 $831K $193.25 $651K +3,300 +330.0%
11 MAS 0.51% 12,400 $827K $66.67 +12,400 NEW
12 KLAC 0.50% 1,000 $825K $824.51 +1,000 NEW
13 NTAP 0.50% 6,400 $824K $128.80 +6,400 NEW
14 CTVA 0.50% 15,200 $820K $53.94 +15,200 NEW
15 UAL 0.50% 16,800 $817K $48.66 +16,800 NEW
16 V 0.50% 3,100 $814K $262.47 +3,100 NEW
17 STLA 0.50% 40,900 $812K $19.85 +40,900 NEW
18 MSI 0.50% 2,100 $811K $386.05 $633K +1,600 +320.0%
19 KEYS 0.49% 5,900 $807K $136.75 +5,900 NEW
20 HWM 0.49% 10,300 $800K $77.63 $779K +10,000 +3333.3%
21 STX 0.49% 7,700 $795K $103.27 $665K +6,300 +450.0%
22 ODFL 0.49% 4,500 $795K $176.60 +4,500 NEW
23 NRG 0.49% 10,200 $794K $77.86 $774K +9,900 +3300.0%
24 RTX 0.48% 7,800 $783K $100.39 +7,800 NEW
25 RSG 0.48% 4,000 $777K $194.34 +4,000 NEW
26 KMB 0.47% 5,600 $774K $138.20 +5,600 NEW
27 MSCI 0.47% 1,600 $771K $481.75 +1,600 NEW
28 VEEV 0.47% 4,200 $769K $183.01 $583K +3,400 +425.0%
29 MCK 0.46% 1,300 $759K $584.04 +1,300 NEW
30 C 0.46% 11,900 $755K $63.46 +11,900 NEW
31 ETN 0.46% 2,400 $753K $313.55 +2,400 NEW
32 DDOG 0.46% 5,800 $752K $129.69 +5,800 NEW
33 FITB 0.46% 20,600 $752K $36.49 +20,600 NEW
34 CARR 0.46% 11,900 $751K $63.08 $565K +8,700 +271.9%
35 TJX 0.46% 6,800 $749K $110.10 +6,800 NEW
36 FCX 0.46% 15,400 $748K $48.60 +15,400 NEW
37 DOW 0.46% 14,100 $748K $53.05 +14,100 NEW
38 EXC 0.46% 21,600 $748K $34.61 +21,600 NEW
39 GE 0.46% 4,700 $747K $158.97 +4,700 NEW
40 WM 0.46% 3,500 $747K $213.34 +3,500 NEW
41 PODD 0.46% 3,700 $747K $201.80 +3,700 NEW
42 UNP 0.46% 3,300 $747K $226.26 +3,300 NEW
43 STZ 0.46% 2,900 $746K $257.28 +2,900 NEW
44 HLT 0.45% 3,400 $742K $218.20 +3,400 NEW
45 MPWR 0.45% 900 $740K $821.68 +900 NEW
46 STLD 0.45% 5,700 $738K $129.50 +5,700 NEW
47 QCOM 0.45% 3,700 $737K $199.18 $720K +3,600 +3600.0%
48 ITW 0.45% 3,100 $735K $236.96 +3,100 NEW
49 AON 0.45% 2,500 $734K $293.58 $600K +2,100 +525.0%
50 TSN 0.45% 12,800 $731K $57.14 +12,800 NEW
51 WFC 0.45% 12,300 $730K $59.39 $707K +11,900 +2975.0%
52 TOST 0.45% 28,300 $729K $25.77 -$49M +26,300 +1315.0%
53 TSCO 0.45% 2,700 $729K $270.00 +2,700 NEW
54 VRSK 0.45% 2,700 $728K $269.55 +2,700 NEW
55 DPZ 0.44% 1,400 $723K $516.33 +1,400 NEW
56 SPOT 0.44% 2,300 $722K $313.79 $590K +1,800 +360.0%
57 GLW 0.44% 18,500 $719K $38.85 +18,500 NEW
58 MSFT 0.44% 1,600 $715K $446.95 +1,600 NEW
59 MANH 0.42% 2,800 $691K $246.68 +2,800 NEW
60 FOXA 0.41% 19,700 $677K $34.37 -$37M +18,500 +1541.7%
61 CTSH 0.41% 9,800 $666K $68.00 $652K +9,600 +4800.0%
62 KMX 0.40% 9,000 $660K $73.34 +9,000 NEW
63 MU 0.40% 5,000 $658K $131.53 $469K +3,400 +212.5%
64 MELI 0.40% 400 $657K $1,643.40 $506K +300 +300.0%
65 NVT 0.39% 8,300 $636K $76.61 $591K +7,700 +1283.3%
66 BRO 0.39% 7,100 $635K $89.41 +7,100 NEW
67 ABC 0.39% 2,800 $631K $225.30 +2,800 NEW
68 WYNN 0.38% 7,000 $626K $89.50 $442K +5,200 +288.9%
69 EME 0.38% 1,700 $621K $365.08 $586K +1,600 +1600.0%
70 UNH 0.37% 1,200 $611K $509.26 +1,200 NEW
71 PINS 0.37% 13,700 $604K $44.07 +13,700 NEW
72 HOLX 0.37% 8,100 $601K $74.25 +8,100 NEW
73 PFG 0.36% 7,600 $596K $78.45 +7,600 NEW
74 ROL 0.36% 12,200 $595K $48.79 -$189M +8,100 +197.6%
75 TW 0.36% 5,500 $583K $106.00 $385K +3,600 +189.5%
76 FI 0.36% 3,900 $581K $149.04 +3,900 NEW
77 HCA 0.35% 1,800 $578K $321.28 $412K +1,300 +260.0%
78 SJM 0.35% 5,300 $578K $109.04 +5,300 NEW
79 CHRW 0.35% 6,500 $573K $88.12 $519K +5,800 +828.6%
80 BJ 0.35% 6,500 $571K $87.84 $427K +4,600 +242.1%
81 ATO 0.34% 4,800 $560K $116.65 +4,800 NEW
82 WSO 0.34% 1,200 $556K $463.24 +1,200 NEW
83 DT 0.34% 12,400 $555K $44.74 +12,400 NEW
84 CYBR 0.33% 2,000 $547K $273.42 +2,000 NEW
85 GS 0.33% 1,200 $543K $452.32 +1,200 NEW
86 CHTR 0.33% 1,800 $538K $298.96 $422K +1,400 +350.0%
87 YUMC 0.33% 17,400 $537K $30.84 +17,400 NEW
88 TTC 0.33% 5,700 $533K $93.51 +5,700 NEW
89 CNHI 0.32% 51,900 $526K $10.13 -$229M +34,200 +193.2%
90 MUSA 0.32% 1,100 $516K $469.46 +1,100 NEW
91 ALB 0.32% 5,400 $516K $95.52 +5,400 NEW
92 SLB 0.31% 10,900 $514K $47.18 $498K +10,600 +3533.3%
93 AVY 0.31% 2,300 $503K $218.65 +2,300 NEW
94 TRV 0.30% 2,400 $488K $203.34 +2,400 NEW
95 DECK 0.30% 500 $484K $967.95 +500 NEW
96 APA 0.30% 16,400 $483K $29.44 -$110M +13,200 +412.5%
97 NKE 0.30% 6,400 $482K $75.37 +6,400 NEW
98 ES 0.30% 8,500 $482K $56.71 +8,500 NEW
99 NVDA 0.29% 3,900 $482K $123.54 $301K +3,700 +1850.0%
100 PNW 0.29% 6,300 $481K $76.38 +6,300 NEW

New Positions

SymbolValue% Port
HBAN $924K 0.57%
APH $876K 0.54%
PPG $843K 0.52%
MAS $827K 0.51%
KLAC $825K 0.50%
NTAP $824K 0.50%
CTVA $820K 0.50%
UAL $817K 0.50%
V $814K 0.50%
STLA $812K 0.50%
KEYS $807K 0.49%
ODFL $795K 0.49%
RTX $783K 0.48%
RSG $777K 0.48%
KMB $774K 0.47%

Sold Out Positions

SymbolValue% Port
ABM —%
CPA —%
EXPD —%
RSI —%
AIR —%
CVS —%
AGRO —%
XOM —%
BROS —%
CFG —%
PJT —%
CWT —%
MUX —%
GMED —%
HUBS —%
View SEC EDGAR Filings for nVerses Capital, LLC →

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