Catawba River Capital - Portfolio overview

Catawba River Capital has 26 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY TOTAL BOND ETF, 10.53%
2. QXO - QXO INC COM NEW, 10.11%
3. GLD - SPDR GOLD SHARES, 8.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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