Smartleaf Asset Management »

Duckhorn Portfolio shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Smartleaf Asset Management 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 Duckhorn Portfolio by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1k 704 5.89

More positions owned by Smartleaf Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Smartleaf Asset Management

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