Equal-WT
WhaleScore 2.0
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DECATUR CAPITAL MANAGEMENT, INC.
DECATUR GA
Investment Advisor
Decatur Capital Management is based out of Decatur. Decatur Capital Management is a large advisory firm with 22 clients and discretionary assets under management (AUM) of $228,463,150 (Form ADV from 2025-03-24). Their last reported 13F filing for Q1 2025 included $192,825,264 in managed 13F securities
and a top 10 holdings concentration of 64.72%. Decatur Capital Management's largest holding is Apple Inc with shares held of 113,780. Whalewisdom has at least 59 13F filings
Business Description
DCM provides investment advisory services, defined as giving continuous advice to a client or making investments for a client based on the individual needs of the client. The Company will manage advisory accounts on a discretionary basis. In a typical client engagement, the Company defines the client's investment objectives and risk profile and then develops an investment strategy for the client based upon the particular needs and circumstances of the clients.
The firm began operations in 2000 and provides investment advisory services to institutional and individual clients. The principal owners of the firm are Degas A. Wright, CFA, Ralph J. Bryant, CPA , Elizabeth Crenshaw and Rosanne Lissow.
Investment Strategy
DCM provides investment advisory services, giving continuous advice to clients or making investments based on individual needs. In a typical client engagement, the Company defines the client's investment objectives and risk profile, then develops an investment strategy based upon the particular needs and circumstances of the clients.
Firm valuation is an important aspect of their growth strategy, incorporating a fundamental overlay within their process. Their process is best described as growth at a reasonable price.
Owners
- BRYANT, RALPH, JOHNSON - CFO
- LISSOW, ROSANNE, SARAH - DIRECTOR
- WILLIAMS, TAMICA, JUTONYA - CHIEF COMPLIANCE OFFICER
- WRIGHT, DEGAS, A - CHIEF EXECUTIVE OFFICER
- CRENSHAW, ELIZABETH, Yvonne - CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| DRI Darden Restaurants I | 1.95% |
| CME CME Group Inc | 1.69% |
| ORCL Oracle Corp | 1.52% |
| KLAC KLA Corp | 1.02% |
| FTNT Fortinet Inc | 0.89% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| TSLA Tesla Inc | 2.91% |
| MANH Manhattan Associates | 1.82% |
| CUBE CubeSmart | 1.54% |
| KO Coca-Cola Co | 1.32% |
| ACN Accenture Plc | 1.03% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 13.11% |
| NVDA NVIDIA Corp | 10.32% |
| MSFT Microsoft Corporatio | 10.09% |
| GOOGL Alphabet Inc. Class | 6.57% |
| AMZN Amazon.com Inc | 6.02% |
2025-03-31
13F Activity
| Market Value | $193m, Prior: $219m |
| Inflows (Outflows) as % of Total MV | (-3.1274)% |
| New Purchases | 3 stocks |
| Added To | 31 stocks |
| Sold out of | 10 stocks |
| Reduced holdings in | 3 stocks |
| Top 10 Holdings % | 64.72% |
| Turnover %[1] | 26.53% |
| Turnover Alt %[2] | 6.75% |
| Time Held Top 20 | 13.75 quarters |
| Time Held Top 10 | 18.7 quarters |
| Time Held All | 15.82 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
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2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31