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Duckhorn Portfolio shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5k 594 5.81
2024-06-30 $25k 3.2k 7.59
2024-03-31 $6.9k 740 9.31
2023-12-31 $837 85 9.86
2023-09-30 $13k 1.2k 10.26

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Usd Inv Grde Etf (USIG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Vanguard Group
Westwood Holdings
BlackRock
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Morgan Stanley
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Verition Fund Management
Geode Capital Management
State Street Corporation

View all funds holding Duckhorn Portfolio