Top 50 Girard Partners Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR PORTFOLIO SP 500 ETF | 7.4% | 1.22M | $78.2M | โ | โ | 2024-06-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 7.03% | 1.23M | $74.3M | โ | โ | 2024-06-30 | |
| AAPL | APPLE INC COM | 6.63% | 332.7K | $70.1M | โ | โ | 2024-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.16% | 98.4K | $44.0M | โ | โ | 2024-06-30 | |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | 3.9% | 1.64M | $41.3M | โ | โ | 2024-06-30 | |
| AMZN | AMAZON COM INC COM | 2.65% | 145.0K | $28.0M | โ | โ | 2024-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.63% | 152.3K | $27.7M | โ | โ | 2024-06-30 | |
| META | META PLATFORMS INC CL A | 2.13% | 44.6K | $22.5M | โ | โ | 2024-06-30 | |
| SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETF | 2.06% | 799.0K | $21.7M | โ | โ | 2024-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 1.98% | 463.3K | $20.9M | โ | โ | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Girard Partners Ltd. reports $1.06B in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are SPLG (7.4%), VXUS (7.0%) and AAPL (6.6%). Figures reflect the Q2 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 Girard Partners Ltd.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1000490). View Girard Partners Ltd.โs 13F filings on SEC