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nVerses Capital, LLC

Q3 2024 · Filed 2024-10-16
Market Value
$214M
+30.9%
Holdings
1,405
+187
New Purchases
456
Added To
315
Closed
470
Reduced
148
Top 10 Concentration
5.4%
Turnover
65.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EIX 0.56% 0.00% +0.56% $1M
PPL 0.52% 0.00% +0.52% $1M
ADM 0.51% 0.00% +0.51% $1M
LUV 0.50% 0.00% +0.50% $1M
CLX 0.50% 0.00% +0.50% $1M
HUBB 0.50% 0.00% +0.50% $1M
PCG 0.50% 0.00% +0.50% $1M
NSC 0.51% 0.01% +0.50% $1M
FDS 0.49% 0.00% +0.49% $1M
RJF 0.49% 0.00% +0.49% $1M
CNP 0.49% 0.00% +0.49% $1M
RCL 0.47% 0.00% +0.47% $1M
TT 0.47% 0.00% +0.47% $1M
NET 0.47% 0.00% +0.47% $1M
FTNT 0.47% 0.00% +0.47% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HBAN 0.00% 0.57% -0.57% $0
AEP 0.00% 0.56% -0.56% $0
PPG 0.00% 0.52% -0.52% $0
AMZN 0.00% 0.51% -0.51% $0
NTAP 0.00% 0.50% -0.50% $0
CTVA 0.00% 0.50% -0.50% $0
V 0.00% 0.50% -0.50% $0
KEYS 0.00% 0.49% -0.49% $0
ODFL 0.00% 0.49% -0.49% $0
NRG 0.00% 0.49% -0.49% $0
RTX 0.00% 0.48% -0.48% $0
KMB 0.00% 0.47% -0.47% $0
MSCI 0.00% 0.47% -0.47% $0
MCK 0.00% 0.46% -0.46% $0
FITB 0.00% 0.46% -0.46% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $11M 5.1%
Large Cap 361 $118M 55.3%
Mid Cap 476 $63M 29.6%
Small Cap 453 $20M 9.3%
Micro Cap 85 $2M 0.7%

Portfolio Analytics

Avg Market Cap
$33.7B
Median Market Cap
$3.3B
Avg P/E
32.5
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
1,405
# ETFs / Funds
0

Top Holdings (1,405 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EIX 0.56% 13,700 $1M $87.09 +13,700 NEW
2 BRO 0.56% 11,500 $1M $103.60 $557K +4,400 +62.0%
3 TSN 0.56% 20,000 $1M $59.56 $460K +7,200 +56.2%
4 RMD 0.55% 4,800 $1M $244.12 $923K +3,500 +269.2%
5 MSI 0.55% 2,600 $1M $449.63 $358K +500 +23.8%
6 AIG 0.53% 15,500 $1M $73.23 $749K +10,300 +198.1%
7 MAS 0.53% 13,400 $1M $83.94 $298K +1,000 +8.1%
8 MU 0.52% 10,700 $1M $103.71 $452K +5,700 +114.0%
9 RSG 0.52% 5,500 $1M $200.84 $327K +1,500 +37.5%
10 PPL 0.52% 33,300 $1M $33.08 +33,300 NEW
11 NSC 0.51% 4,400 $1M $248.50 $1M +4,300 +4300.0%
12 MMC 0.51% 4,900 $1M $223.09 $208K +700 +16.7%
13 FOXA 0.51% 25,800 $1M $42.33 $415K +6,100 +31.0%
14 CMG 0.51% 18,800 $1M $57.62 $776K +13,900 +283.7%
15 ADM 0.51% 18,100 $1M $59.74 +18,100 NEW
16 LUV 0.50% 36,400 $1M $29.63 +36,400 NEW
17 CLX 0.50% 6,600 $1M $162.91 +6,600 NEW
18 HUBB 0.50% 2,500 $1M $428.35 +2,500 NEW
19 PCG 0.50% 53,900 $1M $19.77 +53,900 NEW
20 ABC 0.49% 4,700 $1M $225.08 $427K +1,900 +67.9%
21 FDS 0.49% 2,300 $1M $459.85 +2,300 NEW
22 DDOG 0.49% 9,100 $1M $115.06 $295K +3,300 +56.9%
23 RJF 0.49% 8,500 $1M $122.46 +8,500 NEW
24 CNP 0.49% 35,300 $1M $29.42 +35,300 NEW
25 GE 0.49% 5,500 $1M $188.58 $290K +800 +17.0%
26 EME 0.48% 2,400 $1M $430.53 $413K +700 +41.2%
27 TOST 0.48% 36,400 $1M $28.31 $301K +8,100 +28.6%
28 WM 0.48% 4,900 $1M $207.60 $271K +1,400 +40.0%
29 WFC 0.48% 18,000 $1M $56.49 $286K +5,700 +46.3%
30 HCA 0.48% 2,500 $1M $406.43 $438K +700 +38.9%
31 RCL 0.47% 5,700 $1M $177.36 +5,700 NEW
32 TT 0.47% 2,600 $1M $388.73 +2,600 NEW
33 APH 0.47% 15,500 $1M $65.16 $134K +2,500 +19.2%
34 MNST 0.47% 19,300 $1M $52.17 $98K +1,100 +6.0%
35 EL 0.47% 10,100 $1M $99.69 $869K +8,800 +676.9%
36 FI 0.47% 5,600 $1M $179.65 $425K +1,700 +43.6%
37 DOW 0.47% 18,400 $1M $54.63 $257K +4,300 +30.5%
38 RBLX 0.47% 22,700 $1M $44.26 $941K +21,000 +1235.3%
39 F-PD 0.47% 95,100 $1M $10.56 $653K +67,100 +239.6%
40 NOC 0.47% 1,900 $1M $528.07 $131K -100 -5.0%
41 QCOM 0.47% 5,900 $1M $170.05 $266K +2,200 +59.5%
42 NET 0.47% 12,400 $1M $80.89 +12,400 NEW
43 CDNS 0.47% 3,700 $1M $271.03 $880K +3,300 +825.0%
44 AVGO 0.47% 5,800 $1M $172.50 $679K +5,600 +2800.0%
45 FTNT 0.47% 12,900 $1M $77.55 +12,900 NEW
46 ES 0.47% 14,700 $1M $68.05 $518K +6,200 +72.9%
47 ZBRA 0.47% 2,700 $1000K $370.32 +2,700 NEW
48 XEL 0.47% 15,300 $999K $65.30 $550K +6,900 +82.1%
49 NEE 0.47% 11,800 $997K $84.53 $629K +6,600 +126.9%
50 WDC 0.47% 14,600 $997K $68.29 $118K +3,000 +25.9%
51 STX 0.47% 9,100 $997K $109.53 $202K +1,400 +18.2%
52 MKC 0.47% 12,100 $996K $82.30 +12,100 NEW
53 VLTO 0.47% 8,900 $996K $111.86 +8,900 NEW
54 UPS 0.47% 7,300 $995K $136.34 $612K +4,500 +160.7%
55 SPOT 0.47% 2,700 $995K $368.53 $273K +400 +17.4%
56 ETN 0.46% 3,000 $994K $331.44 $242K +600 +25.0%
57 NFLX 0.46% 1,400 $993K $709.27 +1,400 NEW
58 VEEV 0.46% 4,700 $986K $209.87 $218K +500 +11.9%
59 ALL 0.46% 5,200 $986K $189.65 +5,200 NEW
60 AJG 0.46% 3,500 $985K $281.37 +3,500 NEW
61 NOW 0.46% 1,100 $984K $894.39 $748K +800 +266.7%
62 TRV 0.46% 4,200 $983K $234.12 $495K +1,800 +75.0%
63 STZ 0.46% 3,800 $979K $257.69 $233K +900 +31.0%
64 HSY 0.46% 5,100 $978K $191.78 $923K +4,800 +1600.0%
65 SYK 0.46% 2,700 $975K $361.26 +2,700 NEW
66 APO 0.46% 7,800 $974K $124.91 +7,800 NEW
67 AON 0.45% 2,800 $969K $345.99 $235K +300 +12.0%
68 LII 0.45% 1,600 $967K $604.29 +1,600 NEW
69 BRK-B 0.45% 2,100 $967K $460.26 +2,100 NEW
70 PKG 0.44% 4,400 $948K $215.40 +4,400 NEW
71 WSO 0.44% 1,900 $935K $491.88 $379K +700 +58.3%
72 MANH 0.43% 3,300 $929K $281.38 $238K +500 +17.9%
73 UAL 0.43% 16,100 $919K $57.06 $101K -700 -4.2%
74 EXC 0.42% 22,400 $908K $40.55 $161K +800 +3.7%
75 FIX 0.42% 2,300 $898K $390.35 +2,300 NEW
76 AME 0.42% 5,200 $893K $171.71 +5,200 NEW
77 JEF 0.41% 14,200 $874K $61.55 $531K +7,300 +105.8%
78 SNAP 0.41% 81,100 $868K $10.70 $511K +59,600 +277.2%
79 HEI 0.40% 3,300 $863K $261.48 $818K +3,100 +1550.0%
80 MGM 0.38% 21,000 $821K $39.09 $541K +14,700 +233.3%
81 STLA 0.38% 57,900 $813K $14.05 $2K +17,000 +41.6%
82 EW 0.37% 12,000 $792K $65.99 +12,000 NEW
83 U 0.36% 34,300 $776K $22.62 $537K +19,600 +133.3%
84 CSL 0.36% 1,700 $765K $449.75 +1,700 NEW
85 RPM 0.36% 6,300 $762K $121.00 +6,300 NEW
86 CI 0.36% 2,200 $762K $346.44 +2,200 NEW
87 HWM 0.35% 7,500 $752K $100.25 -$48K -2,800 -27.2%
88 PSN 0.34% 7,000 $726K $103.68 +7,000 NEW
89 PCAR 0.34% 7,300 $720K $98.68 +7,300 NEW
90 UNH 0.33% 1,200 $702K $584.68 $91K
91 SKX 0.33% 10,400 $696K $66.92 +10,400 NEW
92 NEM 0.32% 12,700 $679K $53.45 +12,700 NEW
93 APA 0.31% 27,500 $673K $24.46 $190K +11,100 +67.7%
94 ACN 0.31% 1,900 $672K $353.48 +1,900 NEW
95 PINS 0.31% 20,700 $670K $32.37 $66K +7,000 +51.1%
96 JKHY 0.31% 3,700 $653K $176.54 +3,700 NEW
97 XP 0.30% 36,300 $651K $17.94 +36,300 NEW
98 VLO 0.30% 4,800 $648K $135.03 $413K +3,300 +220.0%
99 MUSA 0.30% 1,300 $641K $492.87 $124K +200 +18.2%
100 CSGP 0.30% 8,400 $634K $75.44 $626K +8,300 +8300.0%

New Positions

SymbolValue% Port
EIX $1M 0.56%
PPL $1M 0.52%
ADM $1M 0.51%
LUV $1M 0.50%
CLX $1M 0.50%
HUBB $1M 0.50%
PCG $1M 0.50%
FDS $1M 0.49%
RJF $1M 0.49%
CNP $1M 0.49%
RCL $1M 0.47%
TT $1M 0.47%
NET $1M 0.47%
FTNT $1M 0.47%
ZBRA $1000K 0.47%

Sold Out Positions

SymbolValue% Port
ESTC —%
T —%
BDX —%
NVT —%
BKD —%
ALB —%
APAM —%
ATR —%
GLW —%
ATEN —%
DECK —%
PB —%
TSLX —%
ALG —%
BKH —%
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