| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q2 2024 | 10.1% |
| MICROSOFT CORP | 7 | Q2 2024 | 7.0% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 4.6% |
| ISHARES TR | 7 | Q2 2024 | 4.7% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.3% |
| AMAZON COM INC | 7 | Q2 2024 | 2.7% |
| ALPHABET INC | 7 | Q2 2024 | 3.0% |
| ALPHABET INC | 7 | Q2 2024 | 2.3% |
| COSTCO WHSL CORP NEW | 7 | Q2 2024 | 2.6% |
View Fidelis Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-06 |
| 13F-HR/A | 2024-05-06 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| D | 2023-08-30 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-20 |
View Fidelis Capital Partners, 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.