StockDriftsStockDriftsTop 50 Fernwood Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 9.43% | 24.5K | $27.1M | +0.40%(+98) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.32% | 49.7K | $12.4M | -10.47%(-5.81K) | — | 2024-12-31 | |
| META | META PLATFORMS INC | 4.1% | 20.1K | $11.8M | -2.56%(-529) | — | 2024-12-31 | |
| MGK | VANGUARD WORLD FD | 4% | 33.5K | $11.5M | -1.76%(-600) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.6% | 77.1K | $10.4M | -0.29%(-225) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.14% | 41.2K | $9.0M | -4.90%(-2.12K) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 2.7% | 41.0K | $7.8M | -0.83%(-345) | — | 2024-12-31 | |
| BBIO | BRIDGEBIO PHARMA INC | 2.66% | 278.3K | $7.6M | +6.34%(+16.59K) | — | 2024-12-31 | |
| LLY | ELI LILLY & CO | 2.39% | 8.9K | $6.9M | -1.75%(-159) | — | 2024-12-31 | |
| AXON | AXON ENTERPRISE INC | 2.16% | 10.5K | $6.2M | -0.24%(-25) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fernwood Investment Management, Llc reports $287.57M in US-listed equity holdings across 165 positions in its most recent 13F filing. Its largest disclosed positions are TPL (9.4%), AAPL (4.3%) and META (4.1%). Figures reflect the Q4 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 Fernwood Investment Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1570296). View Fernwood Investment Management, Llc’s 13F filings on SEC