Equal-WT
WhaleScore 2.0
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Peavine Capital is based out of Reno. Peavine Capital is a large advisory firm with 10 clients and discretionary assets under management (AUM) of $424,400,806 (Form ADV from 2025-01-21). Their last reported 13F filing for Q4 2024 included $397,087,309 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Peavine Capital's largest holding is iShares U.S. Treasury Bond ETF with shares held of 10,096,178. Whalewisdom has at least 46 13F filings

2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
GOVT iShares U.S. Treasur | 3.72% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 3.71% |
AAPL Apple Inc | 0% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GOVT iShares U.S. Treasur | 58.43% |
SPY SPDR S&P 500 ETF TRU | 39.48% |
AAPL Apple Inc | 1.27% |
CAT Caterpillar Inc | 0.26% |
DFAS Dimensional U.S. Sma | 0.15% |

2024-12-31
13F Activity
Market Value | $397m, Prior: $409m |
Inflows (Outflows) as % of Total MV | (-2.7921)% |
New Purchases | 0 stocks |
Added To | 1 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 3.26% |
Time Held Top 20 | 21.2 quarters |
Time Held Top 10 | 17.3 quarters |
Time Held All | 21.2 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.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31