Schubert & Co
Latest statistics and disclosures from Schubert & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FI, AAPL, DFAC, DFIV, KNG, and represent 83.99% of Schubert & Co's stock portfolio.
- Added to shares of these 9 stocks: GSEP, GJUL, RBLX, KNG, DUHP, MSFT, DEHP, UNP, DFIC.
- Started 3 new stock positions in GSEP, GJUL, RBLX.
- Reduced shares in these 10 stocks: GJUN, FI, DFAT, F, DFIV, AAPL, VIG, DISV, VYM, JNJ.
- Sold out of its position in F.
- Schubert & Co was a net seller of stock by $-1.4M.
- Schubert & Co has $111M in assets under management (AUM), dropping by 12.60%.
- Central Index Key (CIK): 0001894830
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Schubert & Co holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Schubert & Co
SEC 13F filings are viewable for Schubert & Co going back to 2021
- Schubert & Co 2023 Q4 filed Feb. 12, 2024
- Schubert & Co 2023 Q3 filed Nov. 16, 2023
- Schubert & Co 2023 Q2 filed Aug. 4, 2023
- Schubert & Co 2023 Q1 filed May 2, 2023
- Schubert & Co 2022 Q4 filed Feb. 1, 2023
- Schubert & Co 2022 Q3 filed Oct. 21, 2022
- Schubert & Co 2022 Q2 filed Aug. 1, 2022
- Schubert & Co 2022 Q1 filed May 16, 2022
- Schubert & Co 2021 Q4 filed Jan. 28, 2022