$75.4 Million is the total value of Coury Firm Asset Management LLC's 47 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FNF | New | FIDELITY NATIONAL FINANCIAL | $1,109,000 | – | 30,000 | +100.0% | 1.47% | – |
BP | New | BP PLCsponsored adr | $284,000 | – | 10,000 | +100.0% | 0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 22.0% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 18.2% |
ISHARES TR | 8 | Q3 2023 | 8.2% |
SPDR SER TR | 8 | Q3 2023 | 7.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 8.5% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.9% |
MICROSOFT CORP | 8 | Q3 2023 | 4.1% |
APPLE INC | 8 | Q3 2023 | 3.8% |
ISHARES TR | 8 | Q3 2023 | 1.7% |
ISHARES TR | 8 | Q3 2023 | 1.4% |
View Coury Firm Asset Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-04-12 |
View Coury Firm Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.