Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview:
Arcus Capital Partners LLC, led by Stephen S. Sloan, shows a diversified investment strategy with significant holdings in consumer goods and mid-cap equities. The fund’s recent activity includes new investments in technology and industrial sectors.
3 sector-specific insights:
- The fund’s top holdings highlight a strong position in consumer staples, particularly with a large stake in Coca-Cola.
- New additions in technology and industrial sectors suggest a strategic expansion into these areas.
- The reduction in mid-cap and consumer discretionary holdings may indicate a rebalancing of the portfolio.
Top 5 holdings:
- TCAF (Tingyi (Cayman Islands) Holding Corp): Consumer goods sector, involved in the production and distribution of instant noodles and beverages.
- IJH (iShares Core S&P Mid-Cap ETF): Financial sector, represents a diversified portfolio of mid-cap U.S. equities.
- DVY (iShares Select Dividend ETF): Financial sector, focuses on high dividend-paying U.S. stocks.
- KO (The Coca-Cola Company): Consumer goods sector, a leading beverage company with a global presence.
- DFH (Dream Finders Homes, Inc.): Consumer discretionary sector, engages in the construction and sale of homes.
New Holdings:
- RVTY (Revvity, Inc.): Healthcare sector, provides innovative solutions in diagnostics and life sciences.
- ROP (Roper Technologies, Inc.): Industrial sector, designs and develops software and engineered products for various niche markets.
- CRM (Salesforce, Inc.): Technology sector, offers customer relationship management software and applications focused on sales and customer service.
Reduced Holdings:
- VEA (Vanguard FTSE Developed Markets ETF): Financial sector, provides exposure to a broad range of developed market equities outside the U.S.
- QQQ (Invesco QQQ Trust): Technology sector, tracks the performance of the Nasdaq-100 Index.
- CELH (Celsius Holdings, Inc.): Consumer goods sector, develops and markets fitness drinks.
- IJH (iShares Core S&P Mid-Cap ETF): Financial sector, represents a diversified portfolio of mid-cap U.S. equities.
- DFH (Dream Finders Homes, Inc.): Consumer discretionary sector, engages in the construction and sale of homes.
