$93.2 Million is the total value of Presidio Capital Management, LLC's 26 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $1,241,000 | +0.6% | 2,417 | 0.0% | 1.33% | +24.6% | |
| SRE | SEMPRA | $272,000 | -10.5% | 1,810 | 0.0% | 0.29% | +11.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 16.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 13.6% |
| INVESCO QQQ TR | 8 | Q3 2023 | 22.3% |
| VANGUARD STAR FDS | 8 | Q3 2023 | 2.2% |
| TESLA INC | 8 | Q3 2023 | 1.3% |
| APPLE INC | 8 | Q3 2023 | 1.4% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 1.3% |
| AMAZON COM INC | 8 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 0.8% |
| ABBVIE INC | 8 | Q3 2023 | 0.6% |
View Presidio Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-06-08 |
View Presidio Capital 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.