StockDriftsStockDriftsTop 50 Wunderlich Capital Managemnt Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | JP Morgan Ultra-Short Income ETF | 7.26% | 322.3K | $16.3M | +14.35%(+40.44K) | — | 2024-06-30 | |
| GOOGL | Alphabet Cl A | 3.3% | 40.6K | $7.4M | +0.21%(+87) | — | 2024-06-30 | |
| MSFT | Microsoft | 3.24% | 16.2K | $7.3M | -0.03%(-5) | — | 2024-06-30 | |
| AMZN | Amazon | 3.03% | 35.1K | $6.8M | +0.65%(+228) | — | 2024-06-30 | |
| AAPL | Apple Computer | 3.01% | 32.0K | $6.7M | -0.35%(-111) | — | 2024-06-30 | |
| AVGO | Broadcom | 2.72% | 3.8K | $6.1M | -1.61%(-62) | — | 2024-06-30 | |
| META | Meta Platforms Inc | 2.46% | 10.9K | $5.5M | -1.03%(-114) | — | 2024-06-30 | |
| IEF | Ishares 7-10 Year Treasury | 2.38% | 56.9K | $5.3M | +1.42%(+797) | — | 2024-06-30 | |
| VMBS | Vanguard MBS | 2.19% | 108.0K | $4.9M | +3.32%(+3.47K) | — | 2024-06-30 | |
| AMAT | Applied Materials | 2.17% | 20.6K | $4.8M | -1.40%(-292) | — | 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 | — | — | — | — |
Wunderlich Capital Managemnt reports $223.97M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are JPST (7.3%), GOOGL (3.3%) and MSFT (3.2%). 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 Wunderlich Capital Managemnt’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599273). View Wunderlich Capital Managemnt’s 13F filings on SEC