StockDriftsStockDriftsTop 50 Coulter & Justus Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JP Morgan Chase & Company | 5.56% | 125.1K | $25.1M | new | — | 2024-03-31 | |
| GOOG | Alphabet Inc - Class C | 5.45% | 161.1K | $24.5M | new | — | 2024-03-31 | |
| AXP | American Express Company | 5.03% | 99.4K | $22.6M | new | — | 2024-03-31 | |
| SYK | Stryker Corporation | 4.74% | 59.6K | $21.3M | new | — | 2024-03-31 | |
| APH | Amphenol Corp Cl A | 4.26% | 166.3K | $19.2M | new | — | 2024-03-31 | |
| QCOM | Qualcomm Inc. | 4.07% | 108.2K | $18.3M | new | — | 2024-03-31 | |
| A | Agilent Technologies | 3.49% | 108.0K | $15.7M | new | — | 2024-03-31 | |
| LOW | Lowes Companies Inc. | 3.47% | 61.3K | $15.6M | new | — | 2024-03-31 | |
| TSM | Taiwan Semiconductor ADR | 3.16% | 104.5K | $14.2M | new | — | 2024-03-31 | |
| CAT | Caterpillar Inc. | 3.14% | 38.5K | $14.1M | +4152.87%(+37.62K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Coulter & Justus Financial Services, Llc reports $450.29M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are JPM (5.6%), GOOG (5.5%) and AXP (5.0%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coulter & Justus Financial Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841767). View Coulter & Justus Financial Services, Llc’s 13F filings on SEC