Fernwood Investment Management, LLC - Portfolio overview

Fernwood Investment Management, LLC has 165 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. TPL - TEXAS PACIFIC LAND CORPORATI, 9.43%
2. AAPL - APPLE INC, 4.32%
3. META - META PLATFORMS INC, 4.10%

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

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