VC

Vigilant Capital Management, LLC

13F
Vigilant Capital Management, LLC
Last update 2023-08-08 452 Stocks (52 new)
Value $1.34 Bil Turnover 2 %
Countries:
Top Holdings: AAPL(4.38%)MSFT(4.16%)JPM(3.44%)ACN(3.40%)V(3.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Vigilant Capital Management, L... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
302,295
58640.000
-1.33%
4.380
-0.05%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
163,474
55670.000
-1.73%
4.160
-0.07%
0.000
+5.12%
+12.98%
3141534.523
Software
JPM 		JPMorgan Chase & Co
316,682
46060.000
+1.05%
3.440
+0.04%
0.010
+16.84%
+42.64%
667179.373
Banks
ACN 		Accenture PLC
147,494
45510.000
+2.30%
3.400
+0.08%
0.020
+13.01%
+2.95%
222154.929
Software
V 		Visa Inc
182,632
43370.000
+0.78%
3.240
+0.03%
0.010
+18.73%
+18.93%
597786.897
Credit Services
ABT 		Abbott Laboratories
389,496
42460.000
+3.06%
3.170
+0.09%
0.020
+6.72%
+8.04%
202220.218
Medical Devices & Instruments
UNH 		UnitedHealth Group Inc
87,318
41970.000
+5.68%
3.140
+0.17%
0.010
+9.14%
+18.35%
566720.296
Healthcare Plans
HD 		The Home Depot Inc
131,261
40780.000
+3.07%
3.050
+0.09%
0.010
+17.23%
+19.37%
403177.782
Retail - Cyclical
LIN 		Linde PLC
106,883
40730.000
+0.86%
3.040
+0.03%
0.020
+2.97%
+12.90%
218785.033
Chemicals
AMZN 		Amazon.com Inc
274,308
35760.000
-0.35%
2.670
-0.01%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical

Vigilant Capital Management, LLC's Historical Top Holdings Breakdowns

Vigilant Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH 		UnitedHealth Group Inc2023-06-30Add
+0.17%
●
458.49 ($488.72) 526.23
$615.81
26.00%
Add 5.68%
87,318
4,695
ALLE 		Allegion PLC2023-06-30Add
+0.12%
●
99.19 ($109.12) 120.02
$143.78
31.76%
Add 6.46%
218,622
13,268
HD 		The Home Depot Inc2023-06-30Add
+0.09%
●
282.33 ($295.4) 313.74
$405.90
37.41%
Add 3.07%
131,261
3,908
ABT 		Abbott Laboratories2023-06-30Add
+0.09%
●
100.78 ($106.51) 112.29
$116.59
9.46%
Add 3.06%
389,496
11,549
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-06-30Add
+0.09%
●
82.25 ($93.07) 107.41
$201.20
116.18%
Add 4.61%
285,374
12,579
ACN 		Accenture PLC2023-06-30Add
+0.08%
●
263.48 ($290.51) 323.77
$355.53
22.38%
Add 2.3%
147,494
3,315
PEP 		PepsiCo Inc2023-06-30Add
+0.07%
●
180.11 ($186.55) 196.12
$165.11
-11.49%
Add 2.99%
162,900
4,726
HLI 		Houlihan Lokey Inc2023-06-30Add
+0.07%
●
84.95 ($90.4) 98.88
$185.74
105.46%
Add 3.5%
266,093
8,998
IQV 		IQVIA Holdings Inc2023-06-30Add
+0.07%
●
183.66 ($200.75) 224.77
$219.23
9.21%
Add 3.9%
118,727
4,453
MSFT 		Microsoft Corp2023-06-30Reduce
-0.07%
●
275.42 ($313.01) 348.1
$422.54
34.99%
Reduce -1.73%
163,474
-2,886

Vigilant Capital Management, LLC Total Holding History ($B)

To

Vigilant Capital Management, LLC's Asset Allocation

To

Vigilant Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Vigilant Capital Management, LLC's Hypothetical Growth since 2023-06-30

Vigilant Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Vigilant Capital Management, LLC's Holdings Heat Map

Size field:

Vigilant Capital Management, LLC's Holdings Bubble Chart

Vigilant Capital Management, LLC News

  • 1

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