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Arcataur Capital Management LLC

Q4 2024 · 13F-HR

Arcataur Capital Management LLCholdings as filed

Filed 2025-01-28 · accession 0001987321-25-000001

$296.7M
Reported value
96
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$78.2M26.3%132,757CommonSOLE
464287804IJRISHARES TR$40.9M13.8%355,080CommonSOLE
464287507IJHISHARES TR$25.2M8.49%404,167CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$14.3M4.84%299,992CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.0M3.70%249,026CommonSOLE
46090E103QQQINVESCO QQQ TR$8.2M2.77%16,090CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$6.7M2.27%290,121CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$6.3M2.13%81,724CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.7M1.93%29,266CommonSOLE
464287465EFAISHARES TR$5.3M1.79%70,327CommonSOLE
037833100AAPLAPPLE INC$5.2M1.76%20,898CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$5.2M1.75%66,515CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$5.2M1.74%40,416CommonSOLE
46429B747STIPISHARES TR$4.7M1.60%47,079CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M1.49%10,459CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$4.1M1.37%146,327CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$3.1M1.04%41,198CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.8M0.95%109,536CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.6M0.88%10,890CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.5M0.86%137,118CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$2.4M0.81%89,790CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$2.3M0.79%90,460CommonSOLE
92189F676SMHVANECK ETF TRUST$2.3M0.77%9,416CommonSOLE
464287242LQDISHARES TR$2.1M0.70%19,345CommonSOLE
02079K107GOOGALPHABET INC$2.0M0.66%10,251CommonSOLE
464288687PFFISHARES TR$1.6M0.55%51,787CommonSOLE
46435U515IBDTISHARES TR$1.6M0.54%64,045CommonSOLE
46435GAA0IBDRISHARES TR$1.6M0.53%65,910CommonSOLE
023135106AMZNAMAZON COM INC$1.5M0.51%6,961CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.47%10,480CommonSOLE
46435UAA9IBDSISHARES TR$1.4M0.46%56,950CommonSOLE
337738108FISVFISERV INC$1.3M0.45%6,448CommonSOLE
464287176TIPISHARES TR$1.2M0.42%11,704CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.39%2,016CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.38%6,822CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.38%1,938CommonSOLE
911363109URIUNITED RENTALS INC$1.1M0.36%1,517CommonSOLE
92826C839VVISA INC$995,8420.34%3,151CommonSOLE
244199105DEDEERE & CO$800,7930.27%1,890CommonSOLE
548661107LOWLOWES COS INC$758,4160.26%3,073CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$750,0830.25%1,053CommonSOLE
002824100ABTABBOTT LABS$725,8400.24%6,417CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$666,0660.22%1,654CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$633,3370.21%1,252CommonSOLE
617446448MSMORGAN STANLEY$629,4800.21%5,007CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$625,8370.21%1,203CommonSOLE
79466L302CRMSALESFORCE INC$616,8390.21%1,845CommonSOLE
22052L104CTVACORTEVA INC$606,7950.20%10,653CommonSOLE
020002101ALLALLSTATE CORP$594,7570.20%3,085CommonSOLE
149123101CATCATERPILLAR INC$593,8380.20%1,637CommonSOLE
75513E101RTXRTX CORPORATION$592,0240.20%5,116CommonSOLE
931142103WMTWALMART INC$588,0880.20%6,509CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$577,9050.19%6,771CommonSOLE
025816109AXPAMERICAN EXPRESS CO$575,7730.19%1,940CommonSOLE
443201108HWMHOWMET AEROSPACE INC$574,9580.19%5,257CommonSOLE
478160104JNJJOHNSON & JOHNSON$564,3070.19%3,902CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$547,5260.18%7,398CommonSOLE
060505104BACBANK AMERICA CORP$546,6500.18%12,438CommonSOLE
17275R102CSCOCISCO SYS INC$539,9630.18%9,121CommonSOLE
78463V107GLDSPDR GOLD TR$516,9480.17%2,135CommonSOLE
902973304USBUS BANCORP DEL$501,4020.17%10,483CommonSOLE
30231G102XOMEXXON MOBIL CORP$493,4240.17%4,587CommonSOLE
922908769VTIVANGUARD INDEX FDS$484,8120.16%1,673CommonSOLE
58933Y105MRKMERCK & CO INC$467,6550.16%4,701CommonSOLE
254687106DISDISNEY WALT CO$464,5520.16%4,172CommonSOLE
031162100AMGNAMGEN INC$457,6840.15%1,756CommonSOLE
009158106APDAIR PRODS & CHEMS INC$455,0730.15%1,569CommonSOLE
26875P101EOGEOG RES INC$454,2810.15%3,706CommonSOLE
713448108PEPPEPSICO INC$448,1210.15%2,947CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$446,6410.15%2,021CommonSOLE
88160R101TSLATESLA INC$443,8200.15%1,099CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$436,6990.15%2,381CommonSOLE
37045V100GMGENERAL MTRS CO$429,7820.14%8,068CommonSOLE
436440101HO1HOLOGIC INC$428,4310.14%5,943CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$418,0900.14%801CommonSOLE
98978V103ZTSZOETIS INC$413,0280.14%2,535CommonSOLE
949746101WMT2WELLS FARGO CO NEW$411,1850.14%5,854CommonSOLE
136375102CNICANADIAN NATL RY CO$380,3580.13%3,747CommonSOLE
20030N101CMCSACOMCAST CORP NEW$355,9350.12%9,484CommonSOLE
20825C104COPCONOCOPHILLIPS$351,4580.12%3,544CommonSOLE
375558103GILDGILEAD SCIENCES INC$350,9140.12%3,799CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$341,2840.12%1,623CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$317,0940.11%3,488CommonSOLE
G5960L103MDTMEDTRONIC PLC$305,4610.10%3,824CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$303,5610.10%6,281CommonSOLE
87612E106TGTTARGET CORP$292,5300.10%2,164CommonSOLE
654106103NKENIKE INC$289,5890.10%3,827CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$282,3410.10%8,398CommonSOLE
369604301GEGE AEROSPACE$279,7070.09%1,677CommonSOLE
097023105BABOEING CO$271,8720.09%1,536CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$248,1660.08%423CommonSOLE
278865100ECLECOLAB INC$247,6760.08%1,057CommonSOLE
806857108SLBSCHLUMBERGER LTD$235,2160.08%6,135CommonSOLE
97650W108WTFCWINTRUST FINL CORP$224,4780.08%1,800CommonSOLE
717081103PFEPFIZER INC$210,2770.07%7,926CommonSOLE
882508104TXNTEXAS INSTRS INC$209,8240.07%1,119CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.