Gratus Capital LLC

data from 30/06/2024

Capitalization

$ 2.498 B 14.64 %

Average holding period

11 ans

Performance

$ 812.758 M 84.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Gratus Capital LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/06/30 NVDA NVIDIA CORPORATION 7.91% 197.526 M $ 1598886 2020/09/30 56.959 M $ 37.56 %
2024/06/30 AAPL APPLE INC 7.31% 182.490 M $ 866440 2014/12/31 30.201 M $ 27.25 %
2024/06/30 VUG VANGUARD INDEX FDS 5.35% 133.516 M $ 356984 2022/03/31 11.385 M $ 9.42 %
2024/06/30 IEFA ISHARES TR 3.43% 85.767 M $ 1180715 2022/12/31 -1.303 M $ -1.55 %
2024/06/30 UYLD ANGEL OAK FUNDS TRUST 2.27% 56.666 M $ 1113506 2022/12/31 31.421 K $ 0.06 %
2024/06/30 VGT VANGUARD WORLD FD 2.14% 53.468 M $ 92732 2023/06/30 5.213 M $ 10.84 %
2024/06/30 MSFT MICROSOFT CORP 2.07% 51.805 M $ 115907 2015/03/31 3.044 M $ 7.64 %
2024/06/30 VTHR VANGUARD SCOTTSDALE FDS 1.87% 46.623 M $ 194586 2024/03/31 1.524 M $ 3.43 %
2024/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.49% 37.264 M $ 91602 2015/09/30 -1.295 M $ -3.57 %
2024/06/30 SPY SPDR S&P 500 ETF TR 1.47% 36.614 M $ 67278 2017/06/30 1.540 M $ 4.43 %
2024/06/30 JPM JPMORGAN CHASE & CO. 1.40% 35.015 M $ 173117 2016/06/30 1.070 M $ 3.25 %
2024/06/30 GOOGL ALPHABET INC 1.38% 34.498 M $ 189391 2016/06/30 4.952 M $ 18.22 %
2024/06/30 TSLA TESLA INC 1.30% 32.401 M $ 163743 2022/12/31 5.663 M $ 19.71 %
2024/06/30 WMT WALMART INC 1.27% 31.656 M $ 467519 2016/06/30 3.416 M $ 12.43 %
2024/06/30 KO COCA COLA CO 1.23% 30.837 M $ 484480 2014/12/31 537.399 K $ 4.25 %
2024/06/30 COST COSTCO WHSL CORP NEW 1.14% 28.365 M $ 33371 2016/06/30 3.980 M $ 16.98 %
2024/06/30 NFLX NETFLIX INC 1.13% 28.265 M $ 41882 2017/09/30 2.530 M $ 9.76 %
2024/06/30 ICSH ISHARES TR 1.11% 27.822 M $ 550609 2022/03/31 -2.083 K $ -0.02 %
2024/06/30 AMZN AMAZON COM INC 1.08% 26.928 M $ 139344 2018/03/31 2.128 M $ 9.00 %
2024/06/30 WMB WILLIAMS COS INC 1.06% 26.445 M $ 622226 2018/12/31 2.133 M $ 9.03 %
2024/06/30 PSX PHILLIPS 66 1.03% 25.609 M $ 181408 2014/12/31 -3.965 M $ -13.72 %
2024/06/30 DGRO ISHARES TR 0.97% 24.175 M $ 419637 2020/09/30 -112.979 K $ -0.47 %
2024/06/30 XMHQ INVESCO EXCHANGE TRADED FD T 0.95% 23.768 M $ 244957 2024/03/31 -3.275 M $ -12.31 %
2024/06/30 RTX RTX CORPORATION 0.94% 23.359 M $ 232682 2020/09/30 404.831 K $ 1.84 %
2024/06/30 META META PLATFORMS INC 0.89% 22.341 M $ 44308 2019/12/31 355.831 K $ 2.75 %
2024/06/30 FBND FIDELITY MERRIMACK STR TR 0.89% 22.155 M $ 493092 2021/12/31 -144.344 K $ -0.66 %
2024/06/30 LRCX LAM RESEARCH CORP 0.88% 21.902 M $ 20568 2022/09/30 1.576 M $ 8.11 %
2024/06/30 FNDX SCHWAB STRATEGIC TR 0.86% 21.574 M $ 322098 2018/09/30 -114.877 K $ -0.53 %
2024/06/30 DLR DIGITAL RLTY TR INC 0.82% 20.475 M $ 134661 2023/06/30 1.334 M $ 7.10 %
2024/06/30 MRK MERCK & CO INC 0.81% 20.115 M $ 162476 2015/03/31 -466.908 K $ -2.34 %
2024/06/30 RSG REPUBLIC SVCS INC 0.80% 19.912 M $ 102459 2018/09/30 306.345 K $ 1.59 %
2024/06/30 LMT LOCKHEED MARTIN CORP 0.79% 19.783 M $ 42353 2014/12/31 567.607 K $ 3.00 %
2024/06/30 VIRT VIRTU FINL INC 0.79% 19.681 M $ 876653 2020/03/31 1.358 M $ 7.70 %
2024/06/30 AMD ADVANCED MICRO DEVICES INC 0.78% 19.383 M $ 119496 2023/03/31 -2.865 M $ -14.21 %
2024/06/30 JNJ JOHNSON & JOHNSON 0.76% 18.952 M $ 129670 2014/12/31 -1.380 M $ -7.17 %
2024/06/30 KLAC KLA CORP 0.75% 18.807 M $ 22810 2018/09/30 3.632 M $ 16.74 %
2024/06/30 MCD MCDONALDS CORP 0.74% 18.557 M $ 72817 2015/12/31 -2.143 M $ -10.72 %
2024/06/30 BIPC BROOKFIELD INFRASTRUCTURE CO 0.71% 17.619 M $ 523429 2023/12/31 -1.110 M $ -7.21 %
2024/06/30 SBLK STAR BULK CARRIERS CORP. 0.70% 17.547 M $ 719747 2022/03/31 983.992 K $ 5.91 %
2024/06/30 AMT AMERICAN TOWER CORP NEW 0.68% 17.075 M $ 87845 2023/03/31 43.485 K $ 0.51 %
2024/06/30 CME CME GROUP INC 0.68% 17.046 M $ 86703 2020/06/30 -1.394 M $ -7.67 %
2024/06/30 GNK GENCO SHIPPING & TRADING LTD 0.68% 16.986 M $ 797096 2022/03/31 1.043 M $ 6.64 %
2024/06/30 AVGO BROADCOM INC 0.68% 16.869 M $ 10507 2020/09/30 4.122 M $ 21.92 %
2024/06/30 KMI KINDER MORGAN INC DEL 0.67% 16.648 M $ 837868 2023/09/30 898.682 K $ 7.52 %
2024/06/30 DTM DT MIDSTREAM INC 0.66% 16.565 M $ 233217 2021/09/30 2.054 M $ 14.76 %
2024/06/30 JCPB J P MORGAN EXCHANGE TRADED F 0.65% 16.161 M $ 348833 2022/09/30 -94.623 K $ -0.60 %
2024/06/30 IP INTERNATIONAL PAPER CO 0.64% 15.977 M $ 370271 2024/03/31 948.273 K $ 11.05 %
2024/06/30 HD HOME DEPOT INC 0.63% 15.836 M $ 46003 2014/12/31 -1.349 M $ -8.30 %
2024/06/30 BJ BJS WHSL CLUB HLDGS INC 0.63% 15.712 M $ 178874 2022/06/30 2.120 M $ 16.06 %
2024/06/30 DTE DTE ENERGY CO 0.62% 15.426 M $ 138964 2020/03/31 -216.111 K $ -1.44 %
2024/06/30 DUK DUKE ENERGY CORP NEW 0.62% 15.422 M $ 153871 2018/06/30 491.357 K $ 3.39 %
2024/06/30 AMGN AMGEN INC 0.60% 14.951 M $ 47852 2014/12/31 1.303 M $ 9.84 %
2024/06/30 PTGX PROTAGONIST THERAPEUTICS INC 0.58% 14.496 M $ 418346 2022/09/30 2.825 M $ 23.92 %
2024/06/30 MUNI PIMCO ETF TR 0.55% 13.676 M $ 262688 2023/12/31 -105.681 K $ -0.80 %
2024/06/30 EOG EOG RES INC 0.54% 13.600 M $ 108050 2022/03/31 -340.109 K $ -2.52 %
2024/06/30 UBER UBER TECHNOLOGIES INC 0.52% 12.968 M $ 178421 2022/12/31 -1.245 M $ -6.88 %
2024/06/30 HMOP HARTFORD FDS EXCHANGE TRADED 0.52% 12.966 M $ 335034 2022/09/30 -47.552 K $ -0.39 %
2024/06/30 VZ VERIZON COMMUNICATIONS INC 0.50% 12.469 M $ 302352 2015/03/31 -159.267 K $ -1.29 %
2024/06/30 TEVA TEVA PHARMACEUTICAL INDS LTD 0.49% 12.355 M $ 760289 2023/09/30 1.871 M $ 17.22 %
2024/06/30 FANG DIAMONDBACK ENERGY INC 0.49% 12.177 M $ 60825 2022/09/30 250.292 K $ 2.15 %
2024/06/30 MRVL MARVELL TECHNOLOGY INC 0.49% 12.174 M $ 174159 2023/06/30 -373.516 K $ -3.10 %
2024/06/30 AAPL APPLE INC 0.47% 11.795 M $ 56000 2022/09/30 499.904 K $ 27.25 %
2024/06/30 CTRA COTERRA ENERGY INC 0.47% 11.699 M $ 438672 2022/06/30 -629.276 K $ -5.27 %
2024/06/30 CRWD CROWDSTRIKE HLDGS INC 0.46% 11.441 M $ 29857 2023/03/31 3.569 M $ 22.63 %
2024/06/30 IQV IQVIA HLDGS INC 0.45% 11.345 M $ 53656 2020/09/30 -2.085 M $ -15.97 %
2024/06/30 CCJ CAMECO CORP 0.45% 11.168 M $ 226988 2024/06/30 0.000 $ 0.00 %
2024/06/30 SHOP SHOPIFY INC 0.44% 11.013 M $ 166735 2023/12/31 -2.000 M $ -17.57 %
2024/06/30 EFG ISHARES TR 0.43% 10.813 M $ 105696 2022/12/31 -131.025 K $ -1.24 %
2024/06/30 FNDF SCHWAB STRATEGIC TR 0.43% 10.743 M $ 306689 2022/12/31 -91.975 K $ -0.87 %
2024/06/30 PFE PFIZER INC 0.41% 10.345 M $ 369718 2016/06/30 171.592 K $ 1.80 %
2024/06/30 GFS GLOBALFOUNDRIES INC 0.41% 10.122 M $ 200189 2022/03/31 -298.776 K $ -2.94 %
2024/06/30 ARM ARM HOLDINGS PLC 0.39% 9.844 M $ 60165 2024/06/30 0.000 $ 0.00 %
2024/06/30 ZS ZSCALER INC 0.39% 9.711 M $ 50530 2024/06/30 0.000 $ 0.00 %
2024/06/30 UTZ UTZ BRANDS INC 0.39% 9.703 M $ 583117 2023/09/30 -1.115 M $ -10.68 %
2024/06/30 DVN DEVON ENERGY CORP NEW 0.39% 9.687 M $ 204374 2023/06/30 -633.621 K $ -6.42 %
2024/06/30 GOOG ALPHABET INC 0.38% 9.478 M $ 51676 2016/06/30 1.314 M $ 18.38 %
2024/06/30 SNOW SNOWFLAKE INC 0.37% 9.208 M $ 68161 2022/12/31 -1.185 M $ -10.98 %
2024/06/30 GSST GOLDMAN SACHS ETF TR 0.35% 8.709 M $ 172927 2022/12/31 4.116 K $ 0.06 %
2024/06/30 CBOE CBOE GLOBAL MKTS INC 0.34% 8.572 M $ 50403 2023/06/30 -486.435 K $ -5.42 %
2024/06/30 OKTA OKTA INC 0.34% 8.526 M $ 91082 2022/09/30 -790.635 K $ -8.55 %
2024/06/30 BSY BENTLEY SYS INC 0.34% 8.485 M $ 171907 2024/03/31 -230.083 K $ -2.57 %
2024/06/30 GTLB GITLAB INC 0.33% 8.242 M $ 165777 2022/03/31 -679.287 K $ -7.22 %
2024/06/30 ETN EATON CORP PLC 0.33% 8.138 M $ 25956 2016/06/30 8.345 K $ 0.11 %
2024/06/30 CFLT CONFLUENT INC 0.32% 8.080 M $ 273617 2023/09/30 -346.937 K $ -4.26 %
2024/06/30 NTNX NUTANIX INC 0.32% 8.049 M $ 141578 2024/03/31 -302.276 K $ -4.71 %
2024/06/30 IWF ISHARES TR 0.30% 7.572 M $ 20772 2014/12/31 647.520 K $ 9.22 %
2024/06/30 PG PROCTER AND GAMBLE CO 0.29% 7.319 M $ 44380 2014/12/31 26.428 K $ 1.32 %
2024/06/30 SFBS SERVISFIRST BANCSHARES INC 0.28% 6.986 M $ 110549 2023/03/31 -334.963 K $ -4.57 %
2024/06/30 V VISA INC 0.28% 6.954 M $ 26495 2022/06/30 -247.167 K $ -5.39 %
2024/06/30 ZM ZOOM VIDEO COMMUNICATIONS IN 0.28% 6.920 M $ 116919 2023/09/30 -623.776 K $ -8.44 %
2024/06/30 NVO NOVO-NORDISK A S 0.25% 6.307 M $ 44186 2016/06/30 565.907 K $ 13.92 %
2024/06/30 UPS UNITED PARCEL SERVICE INC 0.25% 6.269 M $ 45812 2016/06/30 -532.817 K $ -7.85 %
2024/06/30 OKLO OKLO INC 0.25% 6.267 M $ 739872 2024/06/30 0.000 $ 0.00 %
2024/06/30 BDX BECTON DICKINSON & CO 0.24% 6.043 M $ 25855 2016/06/30 -380.673 K $ -5.97 %
2024/06/30 ICE INTERCONTINENTAL EXCHANGE IN 0.23% 5.707 M $ 41691 2024/06/30 0.000 $ 0.00 %
2024/06/30 ORLY OREILLY AUTOMOTIVE INC 0.21% 5.306 M $ 5024 2024/03/31 -572.535 K $ -10.10 %
2024/06/30 TENB TENABLE HLDGS INC 0.20% 4.907 M $ 112603 2024/06/30 0.000 $ 0.00 %
2024/06/30 MDB MONGODB INC 0.19% 4.833 M $ 19334 2024/03/31 -1.725 M $ -25.81 %
2024/06/30 COKE COCA COLA CONS INC 0.19% 4.686 M $ 4319 2016/06/30 1.182 M $ 32.35 %
2024/06/30 AON AON PLC 0.18% 4.570 M $ 15567 2020/06/30 -569.946 K $ -10.82 %