StockDriftsStockDriftsTop 50 Gratus Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.91% | 1.60M | $197.5M | +852.73%(+1.43M) | — | 2024-06-30 | |
| AAPL | APPLE INC | 7.78% | 922.4K | $194.3M | +40.37%(+265.31K) | — | 2024-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.35% | 357.0K | $133.5M | +1.69%(+5.92K) | — | 2024-06-30 | |
| IEFA | ISHARES TR | 3.43% | 1.18M | $85.8M | +4.18%(+47.41K) | — | 2024-06-30 | |
| UYLD | ANGEL OAK FUNDS TRUST | 2.27% | 1.11M | $56.7M | +6.31%(+66.12K) | — | 2024-06-30 | |
| VGT | VANGUARD WORLD FD | 2.14% | 92.7K | $53.5M | +1.09%(+1.00K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 2.07% | 115.9K | $51.8M | +19.93%(+19.27K) | — | 2024-06-30 | |
| VTHR | VANGUARD SCOTTSDALE FDS | 1.87% | 194.6K | $46.6M | +2.15%(+4.10K) | — | 2024-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.49% | 91.6K | $37.3M | +6.21%(+5.35K) | — | 2024-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.47% | 67.3K | $36.6M | +1.29%(+860) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Gratus Capital, Llc reports $2.50B in US-listed equity holdings across 376 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.9%), AAPL (7.8%) and VUG (5.3%). 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 Gratus Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652103). View Gratus Capital, Llc’s 13F filings on SEC