Reuter James Wealth Management
Latest statistics and disclosures from Fourpath Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, IAU, CGDV, CGDG, FDV, and represent 25.09% of Fourpath Capital Management's stock portfolio.
- Added to shares of these 10 stocks: PINK (+$18M), CLOX (+$14M), XLI (+$11M), AIRR (+$11M), CGDV (+$7.1M), CGDG (+$6.9M), FDV, TTFNF, NOW, IAU.
- Started 13 new stock positions in Unilever, AIRR, ARES, PINK, MO, FLRN, TXN, CLOX, Qnity Electronics, CMG. HLT, PAYX, TTFNF.
- Reduced shares in these 10 stocks: BIL (-$17M), USFR (-$17M), URA (-$12M), XLE (-$6.0M), TUA (-$5.4M), IVOL, IJR, VBR, , T.
- Sold out of its positions in ARE, ALNY, ROE, DG, DOCS, URA, PODD, K, PINS, HOOD. BIL, TTE, VST, USFR.
- Fourpath Capital Management was a net buyer of stock by $11M.
- Fourpath Capital Management has $731M in assets under management (AUM), dropping by 3.88%.
- Central Index Key (CIK): 0001894484
Tip: Access up to 7 years of quarterly data
Positions held by Reuter James Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Fourpath Capital Management
Fourpath Capital Management holds 228 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 7.9 | $58M | 518k | 111.41 |
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| Ishares Gold Tr Ishares New (IAU) | 6.7 | $49M | +2% | 601k | 81.17 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.8 | $28M | +34% | 634k | 43.64 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 3.7 | $27M | +34% | 764k | 35.64 |
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| Federated Hermes Etf Trust Us Strategic Div (FDV) | 3.0 | $22M | +27% | 765k | 28.61 |
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| Exxon Mobil Corporation (XOM) | 2.9 | $21M | 177k | 120.34 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 2.6 | $19M | -21% | 872k | 21.90 |
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| Simplify Exchange Traded Fun Health Care Etf (PINK) | 2.4 | $18M | NEW | 480k | 36.60 |
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| Eli Lilly & Co. (LLY) | 2.2 | $16M | 15k | 1074.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.2 | $16M | 41k | 396.31 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.1 | $15M | 177k | 85.77 |
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| Apple (AAPL) | 2.0 | $15M | 55k | 271.86 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 2.0 | $15M | 884k | 16.49 |
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| Microsoft Corporation (MSFT) | 2.0 | $14M | 30k | 483.62 |
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| Series Portfolios Tr Eldridge Aaa Clo (CLOX) | 1.9 | $14M | NEW | 536k | 25.51 |
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| Ishares Silver Tr Ishares (SLV) | 1.9 | $14M | 210k | 64.42 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.5 | $11M | +2058% | 73k | 155.12 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $11M | -11% | 51k | 211.79 |
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| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.5 | $11M | -22% | 568k | 19.16 |
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| Union Pacific Corporation (UNP) | 1.5 | $11M | 46k | 231.32 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 1.5 | $11M | NEW | 109k | 98.32 |
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| Caterpillar (CAT) | 1.4 | $10M | 18k | 572.86 |
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| Amphenol Corp Cl A (APH) | 1.2 | $9.0M | 67k | 135.14 |
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| Medtronic SHS (MDT) | 1.2 | $8.4M | 88k | 96.06 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.1 | $8.4M | 151k | 55.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.3M | 27k | 313.80 |
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| Johnson & Johnson (JNJ) | 1.1 | $8.3M | -6% | 40k | 206.95 |
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| Arthur J. Gallagher & Co. (AJG) | 1.0 | $7.1M | 27k | 258.79 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $6.7M | 12k | 566.36 |
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| Amazon (AMZN) | 0.9 | $6.3M | 27k | 230.82 |
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| Ge Aerospace Com New (GE) | 0.8 | $6.2M | +4% | 20k | 308.03 |
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| Williams Companies (WMB) | 0.8 | $6.2M | 103k | 60.11 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $5.7M | 10k | 570.88 |
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| Deere & Company (DE) | 0.8 | $5.7M | 12k | 465.58 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $5.5M | 9.4k | 579.45 |
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| Sherwin-Williams Company (SHW) | 0.7 | $5.1M | 16k | 324.04 |
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| Cme (CME) | 0.7 | $4.9M | +15% | 18k | 273.08 |
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| Cheniere Energy Com New (LNG) | 0.6 | $4.7M | 24k | 194.39 |
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| Pepsi (PEP) | 0.6 | $4.6M | 32k | 143.52 |
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| Uber Technologies (UBER) | 0.6 | $4.5M | +7% | 55k | 81.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $4.3M | 81k | 53.76 |
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| Intuit (INTU) | 0.6 | $4.2M | 6.3k | 662.42 |
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| Illinois Tool Works (ITW) | 0.6 | $4.1M | 17k | 246.31 |
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| Ameriprise Financial (AMP) | 0.5 | $4.0M | 8.2k | 490.34 |
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| Kroger (KR) | 0.5 | $4.0M | 64k | 62.48 |
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| Chevron Corporation (CVX) | 0.5 | $3.8M | 25k | 152.41 |
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| Valero Energy Corporation (VLO) | 0.5 | $3.7M | +3% | 23k | 162.79 |
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| O'reilly Automotive (ORLY) | 0.5 | $3.7M | 40k | 91.21 |
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| Meta Platforms Cl A (META) | 0.5 | $3.6M | 5.5k | 660.14 |
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| Boeing Company (BA) | 0.5 | $3.6M | +17% | 17k | 217.12 |
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| Coca-Cola Company (KO) | 0.5 | $3.5M | 50k | 69.91 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.4M | -2% | 18k | 186.50 |
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| McKesson Corporation (MCK) | 0.5 | $3.4M | 4.2k | 820.29 |
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| Roper Industries (ROP) | 0.4 | $3.2M | -3% | 7.1k | 445.14 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $3.1M | +3% | 2.9k | 1069.86 |
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| Intercontinental Exchange (ICE) | 0.4 | $3.1M | 19k | 161.96 |
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| At&t (T) | 0.4 | $3.0M | -20% | 121k | 24.84 |
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| Tractor Supply Company (TSCO) | 0.4 | $2.9M | 58k | 50.01 |
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| Home Depot (HD) | 0.4 | $2.8M | 8.2k | 344.08 |
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| Applied Materials (AMAT) | 0.3 | $2.4M | 9.2k | 256.99 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.3M | 3.00 | 754800.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.2M | -47% | 18k | 120.18 |
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| Cisco Systems (CSCO) | 0.3 | $2.1M | 28k | 77.03 |
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| Oge Energy Corp (OGE) | 0.3 | $2.1M | 50k | 42.70 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.1M | 39k | 53.37 |
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| Qualcomm (QCOM) | 0.3 | $2.0M | 12k | 171.04 |
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| Middleby Corporation (MIDD) | 0.3 | $2.0M | -3% | 14k | 148.67 |
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| Nucor Corporation (NUE) | 0.3 | $2.0M | 12k | 163.11 |
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| Enbridge (ENB) | 0.3 | $1.9M | -2% | 39k | 47.83 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.8M | +125% | 13k | 143.97 |
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| Linde SHS (LIN) | 0.2 | $1.8M | 4.3k | 426.39 |
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| Merck & Co (MRK) | 0.2 | $1.8M | +16% | 17k | 105.26 |
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| Broadcom (AVGO) | 0.2 | $1.8M | -6% | 5.1k | 346.10 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $1.7M | +12% | 3.3k | 510.73 |
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| Martin Marietta Materials (MLM) | 0.2 | $1.7M | +33% | 2.7k | 622.66 |
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| Servicenow (NOW) | 0.2 | $1.7M | +405% | 11k | 153.19 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.6M | 2.8k | 570.21 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.2k | 305.63 |
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| AeroVironment (AVAV) | 0.2 | $1.5M | -2% | 6.4k | 241.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.5M | 2.2k | 681.83 |
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| Procter & Gamble Company (PG) | 0.2 | $1.5M | 10k | 143.32 |
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| Verizon Communications (VZ) | 0.2 | $1.4M | -22% | 36k | 40.73 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $1.4M | +18% | 74k | 18.84 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.4M | 17k | 80.03 |
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| Us Bancorp Del Com New (USB) | 0.2 | $1.4M | 25k | 53.36 |
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| Totalenergies Se Act (TTFNF) | 0.2 | $1.4M | NEW | 21k | 65.42 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 7.0k | 183.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | -3% | 4.0k | 313.00 |
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| Philip Morris International (PM) | 0.2 | $1.3M | +35% | 7.8k | 160.40 |
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| Abbvie (ABBV) | 0.2 | $1.2M | -33% | 5.5k | 228.50 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.2M | 11k | 117.21 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $1.2M | 16k | 77.35 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.2M | +16% | 58k | 20.60 |
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| PNC Financial Services (PNC) | 0.2 | $1.2M | 5.6k | 208.73 |
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| Prologis (PLD) | 0.2 | $1.1M | 9.0k | 127.66 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $1.1M | 20k | 56.62 |
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| Xcel Energy (XEL) | 0.1 | $1.1M | -9% | 15k | 73.86 |
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| Amgen (AMGN) | 0.1 | $1.1M | -13% | 3.3k | 327.33 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $1.1M | +63% | 63k | 16.92 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $1.1M | +12% | 26k | 40.23 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $1.0M | +13% | 23k | 44.47 |
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| Pfizer (PFE) | 0.1 | $985k | -13% | 40k | 24.90 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $976k | 21k | 47.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $975k | 1.9k | 502.65 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $960k | 20k | 48.46 |
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| Truist Financial Corp equities (TFC) | 0.1 | $953k | 19k | 49.21 |
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| Altria (MO) | 0.1 | $942k | NEW | 16k | 57.66 |
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| Realty Income (O) | 0.1 | $897k | 16k | 56.37 |
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| Trex Company (TREX) | 0.1 | $897k | -5% | 26k | 35.08 |
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| Southern Company (SO) | 0.1 | $866k | 9.9k | 87.20 |
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| Tesla Motors (TSLA) | 0.1 | $855k | -4% | 1.9k | 449.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $823k | 1.2k | 684.91 |
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| Visa Com Cl A (V) | 0.1 | $806k | -4% | 2.3k | 350.71 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $802k | +6% | 1.8k | 453.36 |
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| FirstEnergy (FE) | 0.1 | $800k | 18k | 44.77 |
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| Tc Energy Corp (TRP) | 0.1 | $748k | 14k | 55.01 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $745k | -18% | 7.4k | 100.89 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $727k | -3% | 2.3k | 322.15 |
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| GSK Sponsored Adr (GSK) | 0.1 | $724k | -21% | 15k | 49.04 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $723k | -7% | 13k | 54.77 |
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| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.1 | $695k | 30k | 23.15 |
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| PPL Corporation (PPL) | 0.1 | $689k | 20k | 35.02 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $689k | 29k | 24.02 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $663k | -2% | 2.9k | 227.51 |
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| Aar (AIR) | 0.1 | $650k | 7.9k | 82.79 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $648k | +96% | 5.4k | 119.41 |
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| Paychex (PAYX) | 0.1 | $640k | NEW | 5.7k | 112.18 |
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| Unilever Spon Adr New | 0.1 | $639k | NEW | 9.8k | 65.40 |
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| Oneok (OKE) | 0.1 | $634k | 8.6k | 73.50 |
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| Amcor Ord (AMCR) | 0.1 | $633k | -12% | 76k | 8.34 |
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| American Electric Power Company (AEP) | 0.1 | $630k | -26% | 5.5k | 115.32 |
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| Hp (HPQ) | 0.1 | $619k | 28k | 22.28 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $610k | 3.9k | 154.80 |
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| Corteva (CTVA) | 0.1 | $608k | 9.1k | 67.03 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $605k | +9% | 5.1k | 117.72 |
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| Devon Energy Corporation (DVN) | 0.1 | $597k | 16k | 36.63 |
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| Simon Property (SPG) | 0.1 | $597k | 3.2k | 185.11 |
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| International Business Machines (IBM) | 0.1 | $593k | +3% | 2.0k | 296.21 |
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| Becton, Dickinson and (BDX) | 0.1 | $551k | 2.8k | 194.05 |
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| Costco Wholesale Corporation (COST) | 0.1 | $548k | -4% | 636.00 | 862.34 |
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| Enterprise Products Partners (EPD) | 0.1 | $545k | 17k | 32.06 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $544k | -28% | 4.2k | 129.79 |
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| ConocoPhillips (COP) | 0.1 | $544k | 5.8k | 93.60 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $540k | +31% | 27k | 19.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $533k | 8.5k | 62.47 |
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| L3harris Technologies (LHX) | 0.1 | $531k | -2% | 1.8k | 293.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $526k | 5.5k | 96.27 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $526k | +40% | 5.3k | 99.94 |
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| Gilead Sciences (GILD) | 0.1 | $521k | -19% | 4.2k | 122.74 |
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| Netflix (NFLX) | 0.1 | $521k | +947% | 5.6k | 93.76 |
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| Spdr Series Trust State Street Spd (SPLG) | 0.1 | $519k | +26% | 6.5k | 80.22 |
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| TJX Companies (TJX) | 0.1 | $505k | 3.3k | 153.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $500k | 2.0k | 246.16 |
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| Dow (DOW) | 0.1 | $496k | -2% | 21k | 23.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $493k | -4% | 1.1k | 468.76 |
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| W.W. Grainger (GWW) | 0.1 | $491k | 487.00 | 1009.05 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $482k | 17k | 28.82 |
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| Autodesk (ADSK) | 0.1 | $447k | 1.5k | 296.01 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $442k | -5% | 1.6k | 275.42 |
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| Wec Energy Group (WEC) | 0.1 | $436k | -3% | 4.1k | 105.46 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $425k | -11% | 5.2k | 82.50 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $415k | NEW | 2.4k | 173.49 |
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| EOG Resources (EOG) | 0.1 | $415k | 4.0k | 105.01 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $406k | 3.4k | 119.75 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $394k | -43% | 23k | 17.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $390k | +3% | 1.3k | 303.89 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $380k | 2.8k | 135.72 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $377k | +73% | 19k | 19.57 |
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| Phillips 66 (PSX) | 0.1 | $374k | -6% | 2.9k | 129.05 |
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| Ge Vernova (GEV) | 0.1 | $373k | 571.00 | 653.22 |
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| Yum! Brands (YUM) | 0.1 | $369k | 2.4k | 151.28 |
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| Qnity Electronics Common Stock | 0.1 | $367k | NEW | 4.5k | 81.65 |
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| Dupont De Nemours (DD) | 0.0 | $362k | 9.0k | 40.20 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $351k | -3% | 2.0k | 177.75 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $345k | 6.8k | 50.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $336k | 1.5k | 219.73 |
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| S&p Global (SPGI) | 0.0 | $329k | -7% | 630.00 | 522.59 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $327k | -94% | 7.3k | 44.71 |
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| 3M Company (MMM) | 0.0 | $324k | 2.0k | 160.13 |
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| Palo Alto Networks (PANW) | 0.0 | $321k | 1.7k | 184.20 |
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| New Mountain Finance Corp (NMFC) | 0.0 | $316k | 34k | 9.21 |
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| Automatic Data Processing (ADP) | 0.0 | $295k | +12% | 1.1k | 257.23 |
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| Bristol Myers Squibb (BMY) | 0.0 | $290k | 5.4k | 53.94 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $288k | -6% | 428.00 | 673.82 |
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| Purecycle Technologies (PCT) | 0.0 | $288k | +26% | 34k | 8.59 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $287k | -9% | 5.7k | 50.58 |
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| Honeywell International (HON) | 0.0 | $285k | -13% | 1.5k | 195.05 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $284k | 6.1k | 46.81 |
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| Carrier Global Corporation (CARR) | 0.0 | $283k | 5.4k | 52.84 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $280k | 21k | 13.21 |
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| HEICO Corporation (HEI) | 0.0 | $279k | 862.00 | 323.61 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $277k | -10% | 2.9k | 95.94 |
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| Eaton Corp SHS (ETN) | 0.0 | $272k | 855.00 | 318.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $272k | -5% | 1.7k | 162.01 |
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| Monster Beverage Corp (MNST) | 0.0 | $265k | 3.5k | 76.67 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $264k | -10% | 6.7k | 39.38 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $261k | NEW | 907.00 | 287.25 |
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| FedEx Corporation (FDX) | 0.0 | $260k | 901.00 | 288.86 |
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| Magna Intl Inc cl a (MGA) | 0.0 | $257k | 4.8k | 53.30 |
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| Genuine Parts Company (GPC) | 0.0 | $253k | 2.1k | 122.96 |
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| Diageo Spon Adr New (DEO) | 0.0 | $249k | -32% | 2.9k | 86.27 |
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| Analog Devices (ADI) | 0.0 | $248k | -5% | 915.00 | 271.19 |
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| Halliburton Company (HAL) | 0.0 | $246k | 8.7k | 28.26 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $246k | -9% | 9.2k | 26.68 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $245k | 2.8k | 87.35 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $241k | 4.1k | 58.73 |
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| Oracle Corporation (ORCL) | 0.0 | $240k | +31% | 1.2k | 194.91 |
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| Tko Group Holdings Cl A (TKO) | 0.0 | $240k | 1.1k | 209.00 |
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|
| Citigroup Com New (C) | 0.0 | $235k | -8% | 2.0k | 116.67 |
|
| Thor Industries (THO) | 0.0 | $226k | 2.2k | 102.67 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $225k | NEW | 6.1k | 37.00 |
|
| Blackrock (BLK) | 0.0 | $223k | -4% | 208.00 | 1070.34 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $219k | 997.00 | 219.36 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $217k | 1.3k | 160.97 |
|
|
| Lowe's Companies (LOW) | 0.0 | $215k | -23% | 892.00 | 241.16 |
|
| Starbucks Corporation (SBUX) | 0.0 | $214k | -30% | 2.5k | 84.21 |
|
| Nike CL B (NKE) | 0.0 | $214k | 3.4k | 63.71 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $214k | -4% | 1.7k | 125.29 |
|
| Synopsys (SNPS) | 0.0 | $210k | 448.00 | 469.72 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $207k | NEW | 1.3k | 161.63 |
|
| Cintas Corporation (CTAS) | 0.0 | $206k | +7% | 1.1k | 188.07 |
|
| General Motors Company (GM) | 0.0 | $206k | -34% | 2.5k | 81.32 |
|
| Hubspot (HUBS) | 0.0 | $205k | -3% | 511.00 | 401.30 |
|
| Spdr Series Trust State Street Spd (FLRN) | 0.0 | $204k | NEW | 6.6k | 30.73 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $185k | -5% | 20k | 9.28 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $122k | 20k | 6.11 |
|
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| Lumen Technologies (LUMN) | 0.0 | $93k | 12k | 7.77 |
|
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $57k | 16k | 3.71 |
|
Past Filings by Fourpath Capital Management
SEC 13F filings are viewable for Fourpath Capital Management going back to 2021
- Fourpath Capital Management 2025 Q4 filed Jan. 23, 2026
- Fourpath Capital Management 2025 Q3 filed Oct. 14, 2025
- Fourpath Capital Management 2025 Q2 filed July 24, 2025
- Fourpath Capital Management 2025 Q1 filed April 15, 2025
- Fourpath Capital Management 2024 Q4 filed Jan. 24, 2025
- Prospera Private Wealth 2024 Q3 filed Nov. 8, 2024
- Prospera Private Wealth 2024 Q2 filed Aug. 2, 2024
- Prospera Private Wealth 2024 Q1 filed May 7, 2024
- Reuter James Wealth Management 2023 Q4 filed April 8, 2024
- Reuter James Wealth Management 2023 Q3 filed Nov. 13, 2023
- Reuter James Wealth Management 2023 Q2 filed Aug. 7, 2023
- Reuter James Wealth Management 2023 Q1 filed May 10, 2023
- Reuter James Wealth Management 2022 Q4 filed Feb. 6, 2023
- Reuter James Wealth Management 2022 Q3 filed Nov. 4, 2022
- Reuter James Wealth Management 2022 Q2 filed Aug. 9, 2022
- Reuter James Wealth Management 2022 Q1 filed April 14, 2022