Fjell Capital, LLC

data from 31/12/2025

Capitalization

$ 130.432 M 14.85 %

Average holding period

4 ans

Performance

$ 13.621 M 12.98 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fjell Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 DAVIS FUNDAMENTAL ETF TR 9.14% 11.918 M $ 255535 2024/12/31 342.904 K $ 3.12 %
2025/12/31 VICTORY PORTFOLIOS II 5.80% 7.569 M $ 159840 2024/12/31 -24.488 K $ -0.36 %
2025/12/31 NVIDIA CORPORATION 5.24% 6.830 M $ 36622 2024/12/31 -2.021 K $ -0.04 %
2025/12/31 SPDR SERIES TRUST 4.57% 5.966 M $ 65286 2025/06/30 -23.331 K $ -0.40 %
2025/12/31 ALPHABET INC 4.39% 5.729 M $ 18304 2024/12/31 1.051 M $ 28.75 %
2025/12/31 BROADCOM INC 4.24% 5.535 M $ 15993 2024/12/31 224.078 K $ 4.91 %
2025/12/31 MICROSOFT CORP 4.12% 5.368 M $ 11100 2024/12/31 -314.862 K $ -6.62 %
2025/12/31 APPLE INC 3.92% 5.111 M $ 18799 2024/12/31 245.941 K $ 6.77 %
2025/12/31 ISHARES TR 3.70% 4.831 M $ 93318 2024/12/31 -37.281 K $ -0.86 %
2025/12/31 INVESCO ACTIVELY MANAGED EXC 3.60% 4.696 M $ 99036 2024/12/31 -8.745 K $ -0.19 %
2025/12/31 VANGUARD INDEX FDS 3.25% 4.234 M $ 14590 2024/12/31 -50.589 K $ -1.20 %
2025/12/31 AMAZON COM INC 3.23% 4.210 M $ 18238 2024/12/31 167.895 K $ 5.12 %
2025/12/31 VANGUARD INDEX FDS 2.44% 3.186 M $ 6530 2024/12/31 55.209 K $ 1.72 %
2025/12/31 2023 ETF SERIES TRUST 2.43% 3.175 M $ 79107 2025/03/31 130.178 K $ 4.48 %
2025/12/31 PGIM ETF TR 2.31% 3.014 M $ 59842 2025/03/31 -26.181 K $ -0.85 %
2025/12/31 COSTCO WHSL CORP NEW 2.02% 2.639 M $ 3060 2024/12/31 -159.643 K $ -6.82 %
2025/12/31 CAPITAL GROUP GROWTH ETF 2.01% 2.616 M $ 58831 2024/12/31 32.766 K $ 1.25 %
2025/12/31 KLA CORP 1.94% 2.526 M $ 2079 2024/12/31 280.397 K $ 12.65 %
2025/12/31 META PLATFORMS INC 1.82% 2.370 M $ 3590 2024/12/31 -245.132 K $ -10.11 %
2025/12/31 VANGUARD INDEX FDS 1.71% 2.229 M $ 11668 2024/12/31 53.335 K $ 2.42 %
2025/12/31 JPMORGAN CHASE & CO. 1.58% 2.065 M $ 6409 2024/12/31 41.351 K $ 2.15 %
2025/12/31 ADVANCED MICRO DEVICES INC 1.42% 1.852 M $ 8650 2024/12/31 421.945 K $ 32.37 %
2025/12/31 AB ACTIVE ETFS INC 1.36% 1.780 M $ 47369 2024/12/31 -17.171 K $ -0.97 %
2025/12/31 WASTE MGMT INC DEL 1.34% 1.749 M $ 7961 2024/12/31 -8.074 K $ -0.51 %
2025/12/31 PGIM ETF TR 1.34% 1.744 M $ 49164 2024/12/31 -13.140 K $ -0.76 %
2025/12/31 RTX CORPORATION 1.13% 1.472 M $ 8027 2024/12/31 127.306 K $ 9.60 %
2025/12/31 NEXTERA ENERGY INC 1.11% 1.451 M $ 18074 2024/12/31 76.711 K $ 6.35 %
2025/12/31 MERCK & CO INC 1.09% 1.422 M $ 13513 2024/12/31 276.372 K $ 25.41 %
2025/12/31 BLACKSTONE INC 1.07% 1.394 M $ 9047 2024/12/31 -125.358 K $ -9.78 %
2025/12/31 ARES MANAGEMENT CORPORATION 1.04% 1.359 M $ 8408 2024/12/31 12.148 K $ 1.09 %
2025/12/31 DEERE & CO 1.02% 1.325 M $ 2846 2024/12/31 21.651 K $ 1.83 %
2025/12/31 HOME DEPOT INC 1.00% 1.310 M $ 3807 2024/12/31 -168.513 K $ -15.08 %
2025/12/31 CHEVRON CORP NEW 0.98% 1.274 M $ 8357 2024/12/31 -23.005 K $ -1.85 %
2025/12/31 INTERCONTINENTAL EXCHANGE IN 0.97% 1.259 M $ 7773 2024/12/31 -44.750 K $ -3.88 %
2025/12/31 SELECT SECTOR SPDR TR 0.91% 1.189 M $ 8258 2025/03/31 -581.757 K $ -48.92 %
2025/12/31 VANGUARD INDEX FDS 0.83% 1.089 M $ 1736 2025/12/31 0.000 $ 0.00 %
2025/12/31 MARSH & MCLENNAN COS INC 0.70% 919.083 K $ 4954 2024/12/31 -76.127 K $ -7.94 %
2025/12/31 SELECT SECTOR SPDR TR 0.62% 814.923 K $ 14879 2025/09/30 12.739 K $ 1.67 %
2025/12/31 SALESFORCE INC 0.62% 808.101 K $ 3050 2024/12/31 79.545 K $ 11.79 %
2025/12/31 ALPHABET INC 0.53% 691.756 K $ 2204 2024/12/31 156.017 K $ 28.87 %
2025/12/31 KKR & CO INC 0.51% 661.749 K $ 5191 2024/12/31 -9.907 K $ -1.90 %
2025/12/31 DANAHER CORPORATION 0.48% 624.093 K $ 2726 2024/12/31 77.282 K $ 15.47 %
2025/12/31 SELECT SECTOR SPDR TR 0.46% 600.513 K $ 5029 2024/12/31 -289.513 K $ -50.17 %
2025/12/31 ADOBE INC 0.39% 511.685 K $ 1462 2024/12/31 -4.471 K $ -0.78 %
2025/12/31 VANGUARD BD INDEX FDS 0.39% 507.380 K $ 6850 2024/12/31 -1.213 K $ -0.40 %
2025/12/31 SELECT SECTOR SPDR TR 0.39% 503.520 K $ 3246 2025/09/30 2.747 K $ 0.58 %
2025/12/31 UNION PAC CORP 0.38% 499.595 K $ 2160 2024/12/31 -10.850 K $ -2.15 %
2025/12/31 VANGUARD WORLD FD 0.37% 487.696 K $ 647 2024/12/31 5.269 K $ 0.96 %
2025/12/31 CASEYS GEN STORES INC 0.37% 484.174 K $ 876 2025/09/30 -8.814 K $ -2.23 %
2025/12/31 LOWES COS INC 0.36% 469.683 K $ 1948 2024/12/31 -19.849 K $ -4.06 %
2025/12/31 SOUTHERN CO 0.34% 439.750 K $ 5043 2025/09/30 -31.476 K $ -7.99 %
2025/12/31 SELECT SECTOR SPDR TR 0.33% 434.697 K $ 5596 2025/09/30 -3.554 K $ -0.88 %
2025/12/31 VANGUARD CHARLOTTE FDS 0.23% 304.368 K $ 6299 2025/12/31 0.000 $ 0.00 %
2025/12/31 APPLIED MATLS INC 0.23% 302.220 K $ 1176 2025/12/31 0.000 $ 0.00 %
2025/12/31 ASML HOLDING N V 0.23% 298.491 K $ 279 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD TAX-MANAGED FDS 0.22% 283.301 K $ 4535 2024/12/31 11.564 K $ 4.26 %
2025/12/31 VANGUARD INDEX FDS 0.20% 255.205 K $ 761 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD STAR FDS 0.19% 250.385 K $ 3319 2025/12/31 0.000 $ 0.00 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.19% 244.224 K $ 521 2025/12/31 0.000 $ 0.00 %
2025/12/31 US BANCORP DEL 0.18% 240.440 K $ 4506 2024/12/31 22.665 K $ 10.41 %
2025/12/31 MICRON TECHNOLOGY INC 0.18% 234.036 K $ 820 2025/12/31 0.000 $ 0.00 %
2025/12/31 DNP SELECT INCOME FD INC 0.18% 230.234 K $ 23046 2024/12/31 -459.000 $ -0.20 %
2025/12/31 ENTERPRISE PRODS PARTNERS L 0.17% 219.290 K $ 6840 2025/12/31 0.000 $ 0.00 %
2025/12/31 HONEYWELL INTL INC 0.16% 208.746 K $ 1070 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD WORLD FD 0.16% 208.346 K $ 1076 2025/06/30 7.168 K $ 3.14 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.16% 205.584 K $ 409 2025/03/31 -36.000 $ -0.02 %
2025/12/31 SCHD SCHWAB STRATEGIC TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 CMG CHIPOTLE MEXICAN GRILL INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %