Clarendon Private »

Profesionally Managed Portfo shares owned by Clarendon Private

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Clarendon Private from 13F filings

Historical chart of Clarendon Private investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Clarendon Private consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Clarendon Private

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 64k 33.31
2025-06-30 $1.9M 62k 31.18
2025-03-31 $1.1M 42k 27.66

More positions owned by Clarendon Private

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Ex Us (ACWX)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Profesionally Managed Portfo Congress Smid Gr (CSMD)
Ishares Tr Core S&p Mcp Etf (IJH)
Mastercard Incorporated Cl A (MA)

View all positions for Clarendon Private

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo