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Bretton Capital Management, LLC13F | |
| Bretton Capital Management, LLC | |
| Last update 2025-05-13 | 20 Stocks (0 new) |
| Value $106.00 Mil | Turnover 2 % |
Bretton Capital Management, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 33,400 | 9,452.5 | 0% | 8.950 | 0% | 0.010 | -10.39% | +4.92% | 144,474.9 | Insurance | |
GOOG | Alphabet Inc | 57,000 | 8,905.1 | 0% | 8.430 | 0% | 0.000 | +18.32% | -3.28% | 2,224,662.6 | Interactive Media | |
AZO | AutoZone Inc | 2,000 | 7,625.6 | 0% | 7.220 | 0% | 0.010 | +3.25% | +15.01% | 61,605.5 | Vehicles & Parts | |
V | Visa Inc | 17,800 | 6,238.2 | 0% | 5.910 | 0% | 0.000 | +5.78% | +11.08% | 683,529.8 | Credit Services | |
AXP | American Express Co | 23,100 | 6,215.1 | 0% | 5.890 | 0% | 0.000 | +23.63% | +5.95% | 218,513.7 | Credit Services | |
JPM | JPMorgan Chase & Co | 24,000 | 5,887.2 | 0% | 5.580 | 0% | 0.000 | +25.08% | +21.17% | 785,911.8 | Banks | |
TJX | TJX Companies Inc | 47,000 | 5,724.6 | 0% | 5.420 | 0% | 0.000 | -3.61% | +1.08% | 135,380.0 | Retail - Cyclical | |
UNH | UnitedHealth Group Inc | 10,200 | 5,342.3 | +4.08% | 5.060 | +0.20% | 0.000 | -49.65% | -41.52% | 265,329.5 | Healthcare Plans | |
BAC | Bank of America Corp | 126,000 | 5,258.0 | 0% | 4.980 | 0% | 0.000 | +24.03% | +6.01% | 342,310.4 | Banks | |
MA | Mastercard Inc | 9,380 | 5,141.4 | 0% | 4.870 | 0% | 0.000 | +8.34% | +5.96% | 504,457.8 | Credit Services |
Bretton Capital Management, LLC's Historical Top Holdings Breakdowns
Bretton Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EXP | Eagle Materials Inc | 2025-03-31 | Add Add | +1.18% | 207.49 ($237.11) 262.13 | $211.87 | -10.64% | Add 40% | 19,600 | 5,600 | |
DFH | Dream Finders Homes Inc | 2025-03-31 | Add Add | +0.98% | 20.96 ($23.38) 26.08 | $26.94 | 15.23% | Add 36.95% | 170,500 | 46,000 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.20% | 461.52 ($511.2) 548.18 | $292.49 | -42.78% | Add 4.08% | 10,200 | 400 |
Bretton Capital Management, LLC Total Holding History ($B)
Bretton Capital Management, LLC's Asset Allocation
Bretton Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bretton Capital Management, LLC's Hypothetical Growth since 2025-03-31
Bretton Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bretton Capital Management, LLC's Holdings Heat Map
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Bretton Capital Management, LLC's Holdings Bubble Chart
Bretton Capital Management, LLC News
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