StockDriftsStockDriftsTop 34 Sbb Research Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR | 24.78% | 32.5K | $13.9M | +41.53%(+9.54K) | — | 2023-09-30 | |
| VTI | VANGUARD INDEX FDS | 13.32% | 35.2K | $7.5M | +0.00%(+0) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC | 11.39% | 18.2K | $6.4M | +0.00%(+0) | — | 2023-09-30 | |
| TLT | ISHARES TR | 6.87% | 43.4K | $3.9M | -23.49%(-13.34K) | — | 2023-09-30 | |
| IWM | ISHARES TR | 5.23% | 16.6K | $2.9M | +0.00%(+0) | — | 2023-09-30 | |
| BDX | BECTON DICKINSON & CO | 4.09% | 8.9K | $2.3M | +0.34%(+30) | — | 2023-09-30 | |
| AAPL | APPLE INC | 4% | 13.1K | $2.2M | +0.11%(+14) | — | 2023-09-30 | |
| COST | COSTCO WHSL CORP | 3.89% | 3.9K | $2.2M | +0.18%(+7) | — | 2023-09-30 | |
| GOOG | ALPHABET INC | 3.69% | 15.7K | $2.1M | +0.00%(+0) | — | 2023-09-30 | |
| ABT | ABBOTT LABS | 2.33% | 13.5K | $1.3M | +0.49%(+66) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sbb Research Group Llc reports $56.05M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are SPY (24.8%), VTI (13.3%) and BRKB (11.4%). Figures reflect the Q3 2023 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 Sbb Research Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1896711). View Sbb Research Group Llc’s 13F filings on SEC