F&V Capital Management, LLC

data from 30/09/2025

Capitalization

$ 445.337 M 13.81 %

Average holding period

21 ans

Performance

$ 289.378 M 144.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in F&V Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 URI UNITED RENTALS INC 6.37% 28.369 M $ 29716 2020/03/31 5.997 M $ 26.71 %
2025/09/30 NEM NEWMONT CORP 6.35% 28.292 M $ 335575 2013/06/30 8.740 M $ 44.71 %
2025/09/30 RTX RTX CORPORATION 5.66% 25.219 M $ 150716 2020/06/30 3.239 M $ 14.59 %
2025/09/30 ORCL ORACLE CORP 4.88% 21.743 M $ 77310 2017/12/31 7.157 M $ 28.64 %
2025/09/30 META META PLATFORMS INC 4.83% 21.525 M $ 29311 2024/12/31 -108.402 K $ -0.50 %
2025/09/30 ALL ALLSTATE CORP 4.41% 19.656 M $ 91574 2013/06/30 1.196 M $ 6.63 %
2025/09/30 CVX CHEVRON CORP NEW 4.33% 19.278 M $ 124141 2014/06/30 1.504 M $ 8.45 %
2025/09/30 AMAT APPLIED MATLS INC 4.30% 19.133 M $ 93451 2019/12/31 1.392 M $ 11.84 %
2025/09/30 PSX PHILLIPS 66 4.17% 18.568 M $ 136507 2022/03/31 2.276 M $ 14.01 %
2025/09/30 MLI MUELLER INDS INC 3.89% 17.321 M $ 171310 2021/06/30 3.739 M $ 27.23 %
2025/09/30 MDT MEDTRONIC PLC 3.82% 17.025 M $ 178761 2016/03/31 1.436 M $ 9.26 %
2025/09/30 FOX FOX CORP 3.70% 16.497 M $ 287963 2019/06/30 1.580 M $ 10.96 %
2025/09/30 CAG CONAGRA BRANDS INC 3.67% 16.348 M $ 892829 2014/12/31 -1.113 M $ -10.55 %
2025/09/30 CSCO CISCO SYS INC 3.55% 15.787 M $ 230733 2015/06/30 -183.996 K $ -1.38 %
2025/09/30 FDX FEDEX CORP 3.43% 15.281 M $ 64804 2013/06/30 537.047 K $ 3.74 %
2025/09/30 PYPL PAYPAL HLDGS INC 3.42% 15.241 M $ 227275 2022/09/30 -1.635 M $ -9.77 %
2025/09/30 AEP AMERICAN ELEC PWR INC 3.28% 14.626 M $ 130012 2013/06/30 1.138 M $ 8.42 %
2025/09/30 QRVO QORVO INC 3.17% 14.132 M $ 155155 2017/06/30 969.072 K $ 7.27 %
2025/09/30 VMI VALMONT INDS INC 3.11% 13.844 M $ 35705 2013/06/30 2.172 M $ 18.73 %
2025/09/30 CVS CVS HEALTH CORP 2.45% 10.921 M $ 144854 2019/12/31 915.790 K $ 9.29 %
2025/09/30 DHI D R HORTON INC 2.44% 10.855 M $ 64050 2025/06/30 2.525 M $ 31.45 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 2.30% 10.231 M $ 232796 2014/06/30 158.093 K $ 1.57 %
2025/09/30 HPQ HP INC 2.04% 9.103 M $ 334316 2018/12/31 920.252 K $ 11.32 %
2025/09/30 LEA LEAR CORP 1.95% 8.678 M $ 86250 2025/06/30 471.991 K $ 5.93 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.75% 7.812 M $ 173215 2020/09/30 -203.455 K $ -2.57 %
2025/09/30 USFR WISDOMTREE TR 1.10% 4.909 M $ 97650 2025/06/30 -3.639 K $ -0.08 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.91% 4.074 M $ 6116 2016/12/31 290.608 K $ 7.82 %
2025/09/30 QQQ INVESCO QQQ TR 0.52% 2.322 M $ 3868 2020/03/31 188.243 K $ 8.83 %
2025/09/30 IVV ISHARES TR 0.48% 2.138 M $ 3194 2017/12/31 154.589 K $ 7.80 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.40% 1.790 M $ 22427 2017/03/31 51.582 K $ 2.97 %
2025/09/30 IDEV ISHARES TR 0.31% 1.372 M $ 17110 2019/09/30 70.664 K $ 5.43 %
2025/09/30 VTI VANGUARD INDEX FUNDS 0.28% 1.257 M $ 3831 2024/06/30 92.475 K $ 7.98 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.27% 1.223 M $ 22580 2017/03/31 106.577 K $ 9.54 %
2025/09/30 DES WISDOMTREE TR 0.27% 1.180 M $ 35045 2021/03/31 67.564 K $ 6.04 %
2025/09/30 AFRM AFFIRM HLDGS INC 0.20% 874.000 K $ 11965 2025/06/30 46.629 K $ 5.70 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.18% 822.000 K $ 10950 2025/06/30 71.941 K $ 9.58 %
2025/09/30 COP CONOCOPHILLIPS 0.18% 812.000 K $ 8585 2024/12/31 41.646 K $ 5.40 %
2025/09/30 EWG ISHARES INC 0.16% 692.000 K $ 16630 2016/12/31 -10.941 K $ -1.66 %
2025/09/30 GILD GILEAD SCIENCES INC 0.15% 688.000 K $ 6200 2015/03/31 805.000 $ 0.12 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX FD 0.13% 582.000 K $ 4220 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWJ ISHARES INC 0.13% 578.000 K $ 7205 2016/12/31 37.754 K $ 6.99 %
2025/09/30 AAPL APPLE INC 0.12% 539.000 K $ 2115 2013/06/30 109.553 K $ 24.13 %
2025/09/30 EMXC ISHARES INC 0.12% 528.000 K $ 7820 2023/12/31 34.173 K $ 6.92 %
2025/09/30 IJR ISHARES TR 0.10% 448.000 K $ 3770 2022/12/31 35.965 K $ 8.73 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.10% 443.000 K $ 9100 2022/03/31 94.457 K $ 27.07 %
2025/09/30 MSFT MICROSOFT CORP 0.09% 397.000 K $ 767 2025/03/31 17.561 K $ 4.13 %
2025/09/30 VGT VANGUARD WORLD FD 0.08% 373.000 K $ 500 2024/06/30 41.675 K $ 12.55 %
2025/09/30 VPL VANGUARD INTERNATIONAL EQUITY 0.07% 319.000 K $ 3630 2024/06/30 20.545 K $ 6.89 %
2025/09/30 USAC USA COMPRESSION PARTNERS LP 0.06% 282.000 K $ 11750 2025/03/31 -3.642 K $ -1.27 %
2025/09/30 GOOGL ALPHABET INC 0.06% 260.000 K $ 1070 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLIN FRANKLIN TEMPLETON ETF TR 0.06% 250.000 K $ 6700 2024/06/30 -17.017 K $ -6.37 %
2025/09/30 AMZN AMAZON COM INC 0.06% 250.000 K $ 1140 2024/03/31 274.000 $ 0.08 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.05% 231.000 K $ 250 2025/03/31 -16.077 K $ -6.51 %
2025/09/30 IJH ISHARES TR 0.05% 219.000 K $ 3350 2024/03/31 10.854 K $ 5.22 %
2025/09/30 EFA ISHARES TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %