SK

SOMERVILLE KURT F

13F
SOMERVILLE KURT F
Last update 2025-02-13 89 Stocks (3 new)
Value $588.00 Mil Turnover 2 %
Countries:
SOMERVILLE KURT F Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
138,709
34,735.5
-2.08%
5.900
-0.11%
0.000
-14.14%
-12.74%
3,278,867.9
Hardware
NVDA
NVIDIA Corp
248,047
33,310.2
-7.57%
5.660
-0.40%
0.000
-12.61%
-12.35%
2,871,880.0
Semiconductors
GOOGL
Alphabet Inc
158,841
30,068.6
-1.64%
5.110
-0.07%
0.000
-14.23%
-13.27%
2,011,461.3
Interactive Media
MSFT
Microsoft Corp
64,730
27,283.7
-0.13%
4.640
-0.01%
0.000
-10.21%
-6.99%
2,908,619.9
Software
FI
Fiserv Inc
128,150
26,324.6
-5.55%
4.470
-0.22%
0.020
+5.84%
+6.17%
122,411.5
Software
MA
Mastercard Inc
49,295
25,957.3
-1.06%
4.410
-0.04%
0.010
+1.60%
+1.88%
488,393.1
Credit Services
ADP
Automatic Data Processing Inc
79,922
23,395.6
-1.44%
3.980
-0.05%
0.020
+0.98%
+1.42%
120,157.1
Software
AMZN
Amazon.com Inc
104,668
22,963.1
-0.28%
3.900
-0.01%
0.000
-12.76%
-10.57%
2,079,380.5
Retail - Cyclical
ADI
Analog Devices Inc
93,657
19,898.4
-1.35%
3.380
-0.05%
0.020
-3.06%
-3.38%
101,377.6
Semiconductors
PG
Procter & Gamble Co
116,161
19,474.4
-1.64%
3.310
-0.05%
0.000
-0.21%
+0.03%
390,863.3
Consumer Packaged Goods

SOMERVILLE KURT F's Historical Top Holdings Breakdowns

SOMERVILLE KURT F's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM
Salesforce Inc2024-12-31New Buy
+0.49%
279.48 ($319.91) 367.87
$280.62
-12.28%
New holding
8,551
8,551
APTV
Aptiv PLC2024-12-31Sold Out
-0.42%
52.11 ($61.07) 71.76
$62.45
2.26%
Sold Out
0
-35,685
NVDA
NVIDIA Corp2024-12-31Reduce
-0.40%
118.85 ($138.16) 148.88
$117.70
-14.81%
Reduce -7.57%
248,047
-20,328
MDT
Medtronic PLC2024-12-31Reduce
-0.33%
79.61 ($86.51) 92.27
$90.33
4.42%
Reduce -28.26%
57,550
-22,668
MKC
McCormick & Co Inc2024-12-31Add
+0.32%
73.97 ($78.47) 82.04
$80.17
2.17%
Add 34.17%
96,074
24,467
VRTX
Vertex Pharmaceuticals Inc2024-12-31Add
+0.26%
396.64 ($463.43) 516.74
$503.20
8.58%
Add 22.52%
20,392
3,748
FI
Fiserv Inc2024-12-31Reduce
-0.22%
182.45 ($204.51) 222.45
$218.09
6.64%
Reduce -5.55%
128,150
-7,526
CARR
Carrier Global Corp2024-12-31Add
+0.19%
66.69 ($75.36) 82.67
$66.17
-12.19%
Add 12.46%
147,645
16,363
IVV
iShares Core S&P 500 ETF2024-12-31Reduce
-0.18%
570.51 ($592.23) 610.83
$566.58
-4.33%
Reduce -73.83%
709
-2,000
CRWD
CrowdStrike Holdings Inc2024-12-31New Buy
+0.16%
280.24 ($333.42) 388.2
$362.24
8.64%
New holding
2,817
2,817

SOMERVILLE KURT F Total Holding History ($B)

To

SOMERVILLE KURT F's Asset Allocation

To

SOMERVILLE KURT F Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SOMERVILLE KURT F's Hypothetical Growth since 2024-12-31

SOMERVILLE KURT F's Yearly Returns

Year Portfolio % % Excess Gain %

SOMERVILLE KURT F's Holdings Heat Map

Size field:

SOMERVILLE KURT F's Holdings Bubble Chart

SOMERVILLE KURT F News

  • 1

Discussions on SOMERVILLE KURT F

No discussions yet.