FELL CAPITAL MANAGEMENT /ADV - Portfolio overview

FELL CAPITAL MANAGEMENT /ADV has 91 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.17%
2. SPY - STATE STR SPDR S&P 500 ETF T, 5.07%
3. IWN - ISHARES TR, 4.66%

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

Explore securities or join Upside Invest to compare portfolios.