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Promus Capital, LLC

Q1 2025 · Filed 2025-08-25
Market Value
$1.6B
Holdings
315
New Purchases
14
Added To
63
Closed
3
Reduced
23
Top 10 Concentration
87.3%
Turnover
5.4%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $54M 3.4%
Large Cap 192 $233M 14.7%
Mid Cap 39 $608M 38.2%
Small Cap 30 $677M 42.6%
Micro Cap 8 $17M 1.1%

Portfolio Analytics

Avg Market Cap
$196.6B
Median Market Cap
$41.2B
Avg P/E
38.1
Median P/E
28.0
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
216
# ETFs / Funds
99

Top Holdings (315 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SGOL 30.40% 16,200 $483M $29,820.00 $77M
2 MSDL 15.07% 12,000 $240M $19,960.00 +12,000 NEW
3 PSLV 8.76% 12,000 $139M $11,600.00 $23M
4 EWG 7.95% 3,405 $126M $37,079.88 -$31M -1,540 -31.1%
5 EWQ 7.79% 3,112 $124M $39,800.13 $81M +1,915 +160.0%
6 AINV 4.29% 5,300 $68M $12,860.00 +5,300 NEW
7 HOG 4.03% 2,536 $64M $25,250.00 -$12M
8 GNL 3.87% 7,646 $61M $8,040.02 $6M
9 GBDC 3.24% 3,400 $51M $15,140.00 +3,400 NEW
10 CCAP 1.89% 1,750 $30M $17,120.00 +1,750 NEW
11 VOO 1.50% 46,358 $24M $513.91 -$1M +267 +0.6%
12 PKST 1.10% 1,391 $18M $12,600.29 $2M
13 SLV 0.89% 454 $14M $30,988.99 +454 NEW
14 GLOF 0.85% 317,186 $14M $42.82 -$42K +3,043 +1.0%
15 VZ 0.74% 259 $12M $45,359.07 $1M
16 IBIT 0.74% 250 $12M $46,812.00 +250 NEW
17 SPYG 0.58% 113,886 $9M $80.37 -$795K +712 +0.6%
18 SPYV 0.50% 156,643 $8M $51.07 $133K +2,822 +1.8%
19 ZWS 0.32% 154 $5M $32,980.52 -$665K
20 EWJ 0.32% 73,742 $5M $68.56 $167K +889 +1.2%
21 VGK 0.29% 64,835 $5M $70.21 $504K +1,064 +1.7%
22 IAU 0.25% 68,336 $4M $58.96 $842K +3,973 +6.2%
23 ENVX 0.23% 500 $4M $7,340.00 +500 NEW
24 RDNW 0.19% 1,073 $3M $2,820.13 -$3M
25 LVWR 0.19% 1,500 $3M $2,000.00 -$4M
26 EEM 0.19% 67,986 $3M $43.70 $187K +1,418 +2.1%
27 IWM 0.18% 14,361 $3M $199.48 -$291K +77 +0.5%
28 NTLA 0.18% 401 $3M $7,109.73 -$2M
29 MSFT 0.14% 5,915 $2M $375.36 -$216K +136 +2.4%
30 AMZN 0.12% 10,120 $2M $190.26 -$220K +342 +3.5%
31 AAPL 0.11% 7,730 $2M $222.12 -$176K +172 +2.3%
32 GOOGL 0.10% 10,601 $2M $154.64 -$305K +331 +3.2%
33 SPY 0.10% 2,883 $2M $559.45 -$77K
34 USM 0.10% 22,274 $2M $69.15 $143K
35 V 0.09% 4,170 $1M $350.48 $200K +179 +4.5%
36 GLD 0.09% 4,888 $1M $288.14 $225K
37 CPRT 0.08% 22,866 $1M $56.59 $54K +1,264 +5.8%
38 ICE 0.08% 7,248 $1M $172.49 $238K +453 +6.7%
39 ADBE 0.08% 3,234 $1M $383.53 -$122K +171 +5.6%
40 CB 0.07% 3,918 $1M $301.98 $181K +292 +8.1%
41 WCN 0.07% 5,994 $1M $195.18 $213K +416 +7.5%
42 INTU 0.07% 1,893 $1M $613.87 $49K +122 +6.9%
43 XOM 0.07% 9,613 $1M $118.93 $110K +3 +0.0%
44 BRK-B 0.07% 2,011 $1M $532.58 $159K
45 STE 0.07% 4,562 $1M $226.64 $163K +326 +7.7%
46 AJG 0.06% 2,982 $1M $345.23 $242K +206 +7.4%
47 ORLY 0.06% 699 $1M $1,432.58 $210K +32 +4.8%
48 TDY 0.06% 1,989 $990K $497.71 $128K +132 +7.1%
49 IDXX 0.06% 2,089 $877K $419.95 $65K +125 +6.4%
50 APH 0.05% 13,302 $872K $65.59 $7K +847 +6.8%
51 COST 0.05% 880 $832K $945.74 $57K +34 +4.0%
52 ROP 0.05% 1,402 $827K $589.64 $130K +62 +4.6%
53 META 0.05% 1,318 $760K $576.36 -$12K
54 LIN 0.04% 1,530 $713K $465.78 $121K +116 +8.2%
55 FDS 0.04% 1,534 $697K $454.65 $12K +107 +7.5%
56 CL 0.04% 7,392 $693K $93.70 $21K
57 ADP 0.04% 2,267 $693K $305.51 $64K +118 +5.5%
58 SPHQ 0.04% 10,267 $681K $66.34 $45K +784 +8.3%
59 ZTS 0.04% 3,750 $617K $164.64 $39K +198 +5.6%
60 ROL 0.04% 11,283 $610K $54.03 -$484M +827 +7.9%
61 ACN 0.04% 1,870 $583K $311.96 -$26K +139 +8.0%
62 AME 0.04% 3,373 $581K $172.15 $14K +228 +7.2%
63 VRSK 0.04% 1,879 $559K $297.61 $77K +129 +7.4%
64 AGG 0.03% 5,468 $541K $98.93 $11K
65 MKC 0.03% 6,390 $526K $82.31 $77K +501 +8.5%
66 HD 0.03% 1,424 $522K $366.38 $5K +94 +7.1%
67 EWU 0.03% 13,897 $521K $37.47 $100K +1,478 +11.9%
68 MCO 0.03% 1,054 $491K $465.89 $28K +75 +7.7%
69 ISRG 0.03% 843 $418K $495.27 -$26K -7 -0.8%
70 TDG 0.03% 296 $409K $1,383.29 $32K -2 -0.7%
71 WMT 0.02% 4,350 $382K $87.79 -$11K
72 CTAS 0.02% 1,800 $370K $205.52 $41K +2 +0.1%
73 IVV 0.02% 655 $368K $562.24 -$18K
74 LLY 0.02% 437 $361K $825.91 $24K
75 XLE 0.02% 3,811 $356K $93.46 $31K +10 +0.3%
76 EWA 0.02% 14,569 $342K $23.44 -$71K -2,734 -15.8%
77 IWV 0.02% 918 $292K $317.64 -$15K
78 USB 0.02% 6,000 $253K $42.22 -$34K
79 GOOG 0.01% 1,500 $234K $156.23 -$51K
80 SCHG 0.01% 9,008 $226K $25.04 -$25K
81 SYK 0.01% 601 $224K $372.42 $8K +1 +0.2%
82 PANW 0.01% 1,224 $209K $170.64 -$14K
83 MCHP 0.01% 4,280 $207K $48.41 -$37K +17 +0.4%
84 SPGI 0.01% 407 $207K $508.10 $4K
85 VXUS 0.01% 3,315 $206K $62.10 $11K +10 +0.3%
86 WSO 0.01% 402 $204K $508.60 $15K +2 +0.5%
87 KBDC 0.01% 12,440 $202K $16.22 -$206M
88 VV 0.01% 783 $201K $257.03 -$10K
89 BX 0.01% 1,376 $192K $139.78 -$45K
90 NVDA 0.01% 1,735 $188K $108.38 -$126K -605 -25.9%
91 JPM 0.01% 765 $188K $245.33 $5K +1 +0.1%
92 MCHI 0.01% 3,358 $183K $54.41 -$130M +573 +20.6%
93 HWM 0.01% 1,363 $177K $129.73 $28K
94 VTV 0.01% 1,014 $175K $172.74 $3K
95 POOL 0.01% 526 $167K $318.41 -$12K +1 +0.2%
96 BRO 0.01% 1,323 $165K $124.40 $30K
97 RLI 0.01% 2,007 $161K $80.32 -$4K +1,005 +100.3%
98 CVX 0.01% 931 $156K $167.30 $22K +9 +1.0%
99 IWF 0.01% 410 $148K $361.09 -$17K
100 ARES 0.01% 1,007 $148K $146.61 -$31K

New Positions

SymbolValue% Port
MSDL $240M 15.07%
AINV $68M 4.29%
GBDC $51M 3.24%
CCAP $30M 1.89%
SLV $14M 0.89%
IBIT $12M 0.74%
ENVX $4M 0.23%
SHY $54K —%
SUB $42K —%
AVDV $24K —%
JPST $17K —%
GLDM $15K —%
ALL $7K —%
BSV $470 —%

Sold Out Positions

SymbolValue% Port
HEI —%
VBR —%
DFGR —%
View SEC EDGAR Filings for Promus Capital, LLC →

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