Equal-WT
WhaleScore 2.0
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Prospect Hill Management is based out of Short Hills. Prospect Hill Management is a large advisory firm with 40 clients and discretionary assets under management (AUM) of $234,246,114 (Form ADV from 2025-03-07). Their last reported 13F filing for Q1 2025 included $192,049,702 in managed 13F securities
and a top 10 holdings concentration of 97.41%. Prospect Hill Management's largest holding is Apple Inc with shares held of 512,481. Whalewisdom has at least 18 13F filings
Investment Strategy
There is no information about investment strategies in the provided documents.
Owners
- MCCOLGAN, JOHN, THOMAS - PRESIDENT AND CHIEF COMPLIANCE OFFICER
- MCCOLGAN, JAMES, WILLIAM - VICE PRESIDENT Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 2.9% |
| ISRG Intuitive Surgical I | 0.61% |
| META Meta Platforms Inc | 0.34% |
| NVDA NVIDIA Corp | 0.29% |
| AXP American Express Co | 0.17% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| BAC Bank Of America Corp | 1.29% |
| MSFT Microsoft Corporatio | 0.14% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 59.28% |
| TSLA Tesla Inc | 13.53% |
| AMZN Amazon.com Inc | 5.12% |
| BAC Bank Of America Corp | 4.12% |
| ISRG Intuitive Surgical I | 3.9% |
2025-03-31
13F Activity
| Market Value | $192m, Prior: $227m |
| Inflows (Outflows) as % of Total MV | (-0.7807)% |
| New Purchases | 0 stocks |
| Added To | 7 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 3 stocks |
| Top 10 Holdings % | 97.41% |
| Turnover %[1] | 6.25% |
| Turnover Alt %[2] | 1.34% |
| Time Held Top 20 | 14 quarters |
| Time Held Top 10 | 15 quarters |
| Time Held All | 14 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
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31