NAPATREE CAPITAL LLC - Portfolio overview

NAPATREE CAPITAL LLC has 195 reported holdings in this dataset, with the latest filing dated 2025-05-02.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. BRKA - BERKSHIRE HATHAWAY INC DEL, 4.04%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.00%
  3. SPLG - SPDR SER TR, 2.91%

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

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